Terra Firma Business and Financial Consultants LLC Information

At Terra Firma, we help doctors and successful business owners achieve peace and total confidence in their financial life. Over the last 20+ years, we’ve become experts in the US tax code, bringing a deep understanding of how assets and cash flow need to be structured in order to minimize tax liability and maximize wealth. We take a big-picture, holistic approach to your finances, ensuring that everything is working together in the most tax-efficient way possible. Our membership brings many of the services you’re already paying for under one roof, saving you valuable time and giving you peace of mind knowing that you have a true partner who’s overseeing every aspect of your wealth building. The proprietary strategies we’ve created save our clients significant amounts on taxes. These savings cover our fee and put money back into our clients’ businesses, portfolios, and pockets. The first step to partnering with us is discovering your Cash Flow Recovery Number, which is the precise amount you’re currently overpaying in taxes each year. This number, combined with the tangible company growth we’ll help you achieve, is your Total Strategic Value (TSV), which shows you in black and white the impact we’ll have. Your TSV determines if we’re a fit, and if we are, we’ll create a custom tax plan and membership proposal for your review.