WE OFFER THE MOST COMPREHENSIVE AND HOLISTIC APPROACH TO CUTTING TAXES. When your tax team includes only a CPA or a single financial planner, you miss out on many potential deductions. No matter how remarkable one tax prep professional is, they can’t compare to a full team of expert strategists. Each person on our team brings a unique perspective from a different part of the financial or legal industries. We combine our strengths to find every possible deduction for our clients. Your accountant is absolutely an integral part of your tax team, and we want to work with existing accountants to reduce our clients’ taxes. We don’t prepare tax returns, so there is no conflict of interest. Accountants mainly provide tax prep expertise; we want to provide tax strategy for substantially bigger deductions. We know the ins and outs of the IRS rules governing every strategy and plan that we handle. A surprising number of other financial firms lack this knowledge, but we work with these plans every day. We even have our own unique defined benefit plan, approved by the IRS, that we use to help business owners write off up to $2.9 million per year. Our prime objective, each and every day, is providing value to our clients. We don’t try to make hard sells or pressure anyone into accepting our services. We don’t have to. When we focus on helping the client and devote everything we have to reducing that client’s tax bill, they can’t wait to keep coming back to us. We’re not selling a product; we’re providing value. And that makes all the difference.