About Us
Who We Are
We are an independent tax firm with tax expertise, specialized in helping realtors and real estate brokers. As an Enrolled Agent our owner is empowered by the U.S. Department of Treasury to represent taxpayers before the IRS.
Our Mission
Our mission is to legally save you thousands of dollars on your tax bill over the next year and additional years through a comprehensive tax plan and tax strategies.
What We Do
Partnering with the American Society of Tax problem solvers, the National Association of Enrolled Agents and through research and experience we develop a customized tax plan to significant reduce your tax liability and increasing your positive cash flow.
Our 6-D process
01
Discover
Working together we will conduct a fact find to understand your current situation. We will clearly define your professional and personal goals.
02
Design
Here we evaluate all our the tax strategies that could provide tax savings to initially design your plan.
03
Develop
Development will further refine you plan to identify the key strategies based on tax savings / return compared to cost.
04
Deliver
We will deliver a complete documented strategy plan. Your plan will include the top strategies to implement immediately and additional strategies for further future savings.
05
Deploy
We include a list of action items to deploy the top strategies. At your discretion we can help with the deployment.
06
Determine
Finally within a year we will determine if there any tax law changes and additional strategies you can implement for further tax savings.
Why choose us?
Each tax plans is individually developed to meet your personal and business goals.
We are simply a phone call away.
We commit to deliver a plan that will simply save you on your taxes.
Your plan will be designed to meet a very high bench mark of a 3 to 1 return within the first year. Most plans continue to produce savings in future years as well.
Jason has over 20 years of corporate experience, is an Enrolled Agent, has his MBA and spent time in the investment industry. He is currently working toward his Certified Financial Planner designation.
Would you like to research how much you can save?
Contact us for a free strategy session to walk through it together.