Tax Credits & Expense Reduction Strategies

Specialized Tax Incentives:

  • Property Tax Review

  • Cost Segregation Study

  • Research & Development Study

  • Hiring Incentive

Expense Reduction Strategy

  • Credit Card Merchant Audit

  • Waste and Recycling Audit

  • Worker’s Compensation Audit 

Tax-Advantaged Financial Planning Strategies

  • Cash Balance Plans

  • SRP – Supplemental Retirement Plans

  • Asset Protection and Estate Planning

  • Corporate Loans

  • Business Brokerage & Franchise Development

For every 10 businesses we meet, 8 of them become clients!  Proof positive we provide value!

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