There is no magic bullet. We wake up each day passionate about debunking the myths involved in tax planning, some harder to believe than others. We’ve learned a lot about the tactics & strategies that work well, and who they’ve worked for. We’ve learned even more about the things that don’t work, especially for most people..
We live to serve our clients by guiding them on their business journey. The biggest villain faced by any business owner on their journey to greatness, are taxes. Tax laws, acts, and regulatory changes occur frequently and in today’s world have sweeping implications. These implications are often confusing, filled with exclusions, and just leave people feeling hopeless and at the whim of governmental change.
Accountants, CPAs, and Tax Attorneys are having an equal amount of difficulty keeping up. They become inundated with regulatory changes, primarily focused on the potential threats to the strategies they’ve put in place for their clients. The focus becomes on reactive preservation instead of proactive strategy because they don’t have time, bandwidth, or energy to get and stay ahead of the power curve.
Our mission is to close this gap through educating and empowering business owners around their taxes. Simply put, we use technology to do the heavy lifting and focus on personalized implementation with a CFO/CPA team you know, and trust.
The strategies employed by the nation’s wealthiest are often multi-layered, multi-faceted, and complex. It can be an intimidating concept to place so much trust in those concepts when so much is at stake. There’s so much to lose.
As Forbes put it, and there are nearly 75,000 pages of tax code in the United States.
In fact, it’s been estimated that it would take a person about 37 (40-hour) work weeks to read.
Most tax laws and provisions change about every five years, or President. It’s never done.
We help businesses design a custom plan to exit their business within 5 to 10 years so they’re ready to get top dollar.
We help owners position their business to be attractive to any prospective buyer from VC fund to family members.
We supercharge businesses with fun intrapreneurial opportunities fore employees and a loveable culture.
Our intuitive system is built to embrace change. When major tax legislations are proposed or issued, our system goes to work crunching the numbers on potential opportunities, or pitfalls – automatically.
Our AI-scanning technology exists entirely to help clients pay only their fair share in tax, and not a dime more. It scans tens of thousands of pages of tax code, and tax code legislation changes to identify opportunities to stop over-paying.
When we’ve got the power of technology behind our information and ability to take action, it lets us focus on actually helping our clients achieve their goals.
Putting an end to the unnecessary frustration
We know it’s difficult to start and grow a successful business. Many of us have been through the thick of it from trade-shows, to conferences, to door-knocking, to cold-calling, and more. We understand how it felt when we went through hardships with so much depending on us – just like it is you. We’ve created a guided path to financial, and in some ways – emotional freedom. It’s about using people for the things that matter most, and letting technology shine through where it’s best, analysis & insights.
We take the financial nuances out of tax planning by ensuring it gets, and stays right with AI-based algorithms watching your tax horizon 24 hours a day. We know tax law is just that, law. It can be navigated just like anything and fortunately most of that navigation involves numbers, a perfect job for technology to handle.
The issues faced by business owners are becoming more complex, resulting in difficult decision-making and variable outcomes with little recourse. Most tax professionals focus on preparation for filing, certified and valid returns. Some might go out on a branch to focus on a specific industry. But none of them are a match for the power of a technological tax ecosystem that can review your entire tax situation and identify instances of overpayments in over 50 areas of tax planning opportunities.
The key to getting it right in the long run is through a systematic approach and rock solid philosophies. We think it comes down to being consistently good instead of occasionally great.
We know what it takes to create powerful financial outcomes and take a team-based approach to problem solving, because we’ve learned the world is becoming too complex to go it alone. We include everyone at the table from attorneys to accountants to be sure the job is done correctly for you, your family, and your business.
Through our innovative approach to opportunity identification, and implementation of your strategy, you’ll experience what we believe tax planning should have been from the beginning… something to look forward to. You won’t have to trust if you’ve done enough research, or if your CPA / Tax / Marketing / Finance Pro is best equipped to handle your business situation. There’s no way we would be able to read it either, so we got technology to do it for us. We allow our process to focus on the client, with personable and valuable relationships from our CPAs and CFOs available on-demand. Our technology combs over 75,000 pages of Title 26 tax code to identify areas to save, or recapture money in tax payments with experienced CPAs, Accountants, Book Keepers, Small Business CFOs. We activate our strategies to their fullest potential through a powerful network of professional partners in the paralegal, legal, financial advisory, marketing executive benefits planning, exit planning specialists, risk management advisors, preferred rate lenders, and more.. We always aim to create more value than we consume.
Our Tax & Accounting strategies are designed by CPAs, and supercharged with accounting oversight and tax AI.
Our Exit & Value Maximization strategies are implemented with fractional CFO-level services with a focus on creating a culture of performance and stewardship.
All of our strategies can be "bubblewrapped" for maximum confidence, clarity, and security in how we manage and mitigate risks to your future.