Tax Planning

Tax Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to grow your investments tax-free or tax-deferred.


We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

We recommend Tax Saving Strategies that help you...

  • Avoid unnecessary taxes on your investments so you can grow your wealth faster.
  • Preserve assets by keeping Uncle Sam out of your pockets.

Here's just a few of the Tax Saving Strategies we use....

  • Using self-directed retirement accounts to grow your investments tax-free or tax deferred.
  • Using self-directed retirement accounts to obtain non-recourse financing to leverage more investments tax-free.

Excellent Service

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Remember, we work for you not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.