Solutions to reduce tax liability on several levels
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Services

Corporate & private tax reduction services

Strategies that can have a profound impact on the bottom line of any business.

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A.C.A. Wellness Tax Reduction

This federally incentivized program provides substantial tax savings to the employer while providing supplemental benefits to employees, all at no out-of-pocket cost to the employer or employee. Employers can enrich their compensation packages and improve employee satisfaction and retention.

The program is compliant under 213(d) as an A.C.A. IRS Cafeteria 125/105.11/106 reimbursable, tax-free insurance claim. It provides an average of $125 per month in Federal employee tax savings, which increases the net pay of the employee.

  • Saves employees an average of $466 a year in co-pays
  • Saves the employer an average of $700 per employee, per year in FICA taxes
  • Lowers group health insurance rates and claims
  • 24/7 board certified physicians and $0 co-pay telehealth
  • Over a 1,000 formulary drugs with $0 co-pay
  • No out-of-pocket costs to the employer or employee
Ask about A.C.A. Wellness Tax Reduction
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R&D Tax Credit

This valuable tax credit is available to a wide range of businesses. You may qualify if your business engages in the design, development or enhancement of products, processes, techniques, formulations or software.

Eligibility also extends to businesses whose activities are closely tied to physical science, biology, computer science or engineering. And if your work leads to significant improvements in function, performance, quality, reliability or effectiveness, you could potentially claim this credit.

Ask about R&D Tax Credit
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Federal & State Tax Reduction & Planning

Most closely held businesses are not structured to take advantage of the many tax-reducing opportunities in the over 60,000 pages of the tax code. As companies grow, their system for allocating and reporting costs and profits often stays the same, and the owner ends up taxed at the highest rates.

We analyze your current tax structure and determine whether it is optimal. If it isn't, we design a structure that makes full use of allowable credits and available benefits, accommodates every operational and personal requirement, and supports the owner's personal and business goals.

Ask about Federal & State Tax Reduction & Planning
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Captive Insurance

A captive insurance company allows an owner who needs property & casualty (P&C) coverage for their business to be part owner of an insurance company, rather than sending those premiums to third-party commercial carriers.

Ask about Captive Insurance
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Infinite Banking

Infinite banking refers to a process by which an individual becomes his or her own banker. The infinite banking concept was created by Nelson Nash, and it can produce higher monetary interest gains as part of an overall strategy.

Ask about Infinite Banking
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Long-Term Capital Gains Deferral

Taxes are increasing. With the correct business restructuring using an Investment Grade Insurance Contract (IGIC), long-term capital gains tax obligations can be deferred for up to 20 years, and short-term capital gains can be reduced by 50–80%.

This lets investors manage their tax liabilities strategically while continuing to grow their investments without immediate tax pressure.

Ask about Long-Term Capital Gains Deferral
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Consulting

We provide additional tax credit and incentive consulting based on your business model, including Empowerment Zone credits, which the IRS has reintroduced to stimulate growth in designated areas. We also work alongside CPA firms to help their clients realize the highest compliant tax credits and incentives available.

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Average Tax Savings

What our strategies can mean for you

Average tax savings vary from service to service and from business to business. Any or all of our services can have a large impact through tax credits and incentives.

Therapeutic Wellness tax qualification40%
Research & Development (R&D) tax credits30%
Captive Insurance50%
Long-term capital gains deferral over 20 years100%
11
Years of Experience
22
Team Members
1,300
Satisfied Clients
7
Tax Reduction Strategies

Ready to lower your tax liability?