We offer tax savings, tax recovery, and tax reduction programs and services a.k.a. 4 Pillars to minimize the interference of taxes in the lives of the clients.

We recommend and use only the legal, ethical, and moral methods in their holistic solutions for the clients.

Step 1

We start by collecting a copy of your most recent business and personal tax returns together with a data sheet that includes a summary of your assets. Once we get your forms, you will receive an email informing that your case has been accepted. A case manager and case number will be assigned.

Step 2

In 5 to 7 business days, your Tax Assessment will be available. During this stage, we will provide a cost analysis showing guaranteed tax savings amount, projected tax savings and a one-time fee.

Step 3

Once you complete an engagement letter, a customized Tax Blueprint will be generated. A meeting is set up with one of our specialized tax attorneys to go over your specific situation and make necessary adjustments. It is optional to have your CPA or tax professional in the meeting.

Step 4

Specific directions on how to implement the tax strategies will be sent to your accountant.