Solutions to reduce tax liability on several levels
Advisor reviewing printed tax documents with a client

About Us

What we do and why

Tax strategies that are usually beyond the capacity of an average CPA firm.

Here at Covenant Tax Reduction Strategies, we provide tax strategies that are usually beyond the capacity of an average CPA firm to accomplish.

Our services include A.C.A. tax reduction programs, R&D tax savings, ERC tax credits, captive insurance, infinite banking, long-term capital gains deferral, Empowerment Zone credits, and federal & state tax reduction planning. Together, these strategies have a profound impact on the bottom line of any business.

Whether you have 10 employees or thousands, we can provide all available tax strategies to lower your tax liability.

The Covenant team meeting with clients
11
Years of Experience
22
Team Members
1,300
Satisfied Clients
7
Tax Reduction Strategies

Our Journey

Growing to serve our clients better

July 2015

One of the first to provide the A.C.A. payroll tax reduction program, saving thousands in tax incentives for small and medium-size corporations.

January 2016

Added Research & Development (R&D) tax incentives for businesses researching and developing new and more efficient services and products.

June 2018

Added Captive Insurance and Infinite Banking concepts: more tax incentive strategies and efficient products that produce higher monetary interest gains.

May 2020

Launched a service to defer capital gains tax obligations for up to 20 years, in light of potential hikes in Federal capital gains taxes.

July 2023

With the IRS reintroducing Empowerment Zone tax credits, began providing tax incentives within these designated zones for businesses and individuals.

Our Vision

What guides our work

Stay Focused

We are in constant vigilance for any new or renewed IRS tax incentive or tax credit, providing unwavering value to our clients and working with CPA firms to help their clients realize the highest compliant tax credits and incentives available.

Values

Reducing tax liability helps companies in real ways: meeting yearly budgets, reducing employee layoffs, increasing net profits and providing the extra money for further growth in their service or industry.

Follow the Code

We build clients who are better educated about what tax credits and incentives do for their bottom line, from enriching the employer's bottom line to providing employee benefits neither could otherwise afford.

Let's talk about your tax strategy.