We focus on assisting small business owners in understanding the impact of the various taxes and how to reduce the impact by maximizing exemptions, exclusions, and deductions that are not widely known.
Our contingency fee is 30% rather than the industry 50%
We offer a cap on our fees recovered annually
We offer a follow up implementation review to make certain the strategies are performing as they should
We guarantee a minimum amount of recovery or a full refund of the retainer fee plus $ 500
We conduct ALL of the work
We offer to discuss any and all strategies with the financial advisors of the organization prior to the implementation, we want all financial advisors included in the process, we support the current financial advisors of the organization