Affiliated Advisors Information

Using a proprietary system, we help any size of business owners, as well as doctors and professionals to recoup thousands of dollars ($20,000-$50,000 on average and more) in tax credits and expense reductions. 90% is our success rate. We also offer our clients a Business Valuation Analysis that is used to measure their company’s progress, for capital acquisition, succession planning, mergers or sale of business, buy-sell agreements and for forecasting and planning. Additionally, we offer help in obtaining financing using local banks, commercial lenders and private sources. We offer our clients unique financial planning strategies that include pre-retirement planning, retirement planning and leverage other fully legal tax laws to help our clients convert taxable retirement income to non-taxable retirement income.