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Working on the same team!
Working with CPA's is part of how we do business. We know that you're busy with tax filings, compliance, and even perhaps payroll and accounting. Our goal is to be the referral partner of your practice. If we work as a team, then all clients involved will receive higher-quality service and have a team that handles their needs from A to Z.
TWO WAYS TO CONNECT
Be our Referral Partner - When we have a client in your area, or the areas that you service, we will make a recommendation. You keep 100% of the fees you charge.
Be our network partner - When you have a client that you're servicing with Tax Preparation, and they are the right fit for us, make the referral to us, and we will simply be an extension partner to your practice. We will work out a fair compensation for all businesses. We know these are your clients, and we will sign agreements stating we will not compete on the services you provide.
Your Compensation
We will compensate you for any client you refer to us in the form of either a referral or a marketing company fee. Oftentimes our compensation may be very substantial and splitting this with a referral partner would be very advantageous to us all.
OUR IDEAL CLIENT
Any of the following would fit our ideal client profile
Annual Taxation - Those business owners who pay at least $50,000 in taxes, although we prefer $100,000 and above.
Net Assets - Business Owners who have at least $5 Million in assets for a Tax-Free leveraging strategy that can often double and triple their retirement income and do so tax-free.
Frequently Asked Questions
Why are you finding Tax Savings my CPA has not?
We often find that CPAs focus on Compliance and not on Tax Mitigation Strategies. It's like asking your primary care doctor to be your cardiologist.
A Tax Mitigation team will consist of both Tax, Legal, and Financial advisors who are working together to achieve the maximum results.
Can you work with my CPA on Tax Strategies?
Yes, we will educate your CPA with Advanced Tax Mitigation Strategies that we would use to mitigate your taxes 40-80%.
Our team has Tax, Legal, and Financial advisors designing the strategies as a team approach.
What are your cost for working with my company?
This depends upon the services you have requested. Our Strategy meetings are no cost, but the implementation may carry a cost depending upon the services involved.
The goal of Tax mitigation is to save you 40-80% of the taxes you would pay the IRS, and worth the fees involved to mitigate.
We strive to offer you the tax planning you deserve!
All details found on our website are for educational purposes only. For legal or tax advice, you should contact your qualified attorney or tax professional. We are not acting in the role of either a legal or tax authority.
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