Tax Planning Team

Tax planning versus tax preparation

Who We Serve


We help our investors not only make money but also keep it, through tax strategies that tax professionals need us for.

Business (1099, LLC, LP, S Corp, C Corp)

Provide tax strategies and solutions to support your tax professional or guide you to one that can help, allowing you to keep your money and create an exit strategy. 

High Income W-2 Earners:

Reduce your taxable income by 80% or more


Reduce your taxable income by 80% or more 

Our tax planning team is here to help. Most people and businesses have a tax preparer, not a tax planner. Tax planning takes all the guesswork out of it, and instead of being reactive, you can be proactive. 

Whether it's taking on new clients or supporting a CPA and/or EA to help with additional tax strategies that may need a TPA or other experts, we work as your team to help you keep more of the profit and pay less in tax. 

We can help pass-through entities lower their Adjusted Gross Income an additional $100,000+ as well as reduce the business income significantly which in some cases allows pass-through entities to receive the extra 20% tax deduction on their Qualified Business Income. This could result in a $30,000+ tax savings! 

Other than a 401k, most tax professionals don’t have the back office to do different strategies, and this is where we come in. 

Our team of experts work together to help businesses and individual plan and keep more of what they earn. 

  Our team includes the following among other:

  • Qualified Pension Administrator (QPA)
  • Chartered Retirement Plans Specialist (CRPS)
  • Employee Retirement Plan Agent (ERPA)
  • Certified Financial Planners (CFP)
  • Certified Public Accountants (CPA)
  • Enrolled Agents (EA)
  • Chartered Financial Consultants (ChFC)
  • Chartered Life Underwriters (CLU)
  • ERISA Attorneys 
  • Tax Attorneys
  • Actuaries
  • Third-Party Administrators (TPA)
  • Estate Attorneys
  • Premium Finance Lenders
  • Trust and Foundation Experts

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What if you could defer taxes for life on Qualified Plans?

Watch this quick video to learn more