What We Can Do For Your Business

We are your tax planning partner. Our purpose to help your business become more profitable, increase the business valuation, and the business multiple in the event of a sale. This is accomplished with strategies to lower your taxes and business expenses.

Wellness Program

Eliminate $500 Payroll/FICA taxes per employee, every year
Eliminate up to 50% of workers comp premiums
Eliminate up to 20% of medical insurance premiums
Add benefits paid by the U.S. Government
Great employee retention tool

Tax Free Wealth Accumulation

Save 80% Income Taxes
Minimum of a dozen non-related employees
Owners paying a minimum of 500K Income Taxes
Privately held business

Reduce Capital Gains Taxes

Various solutions
Pay as little as 1.7%
Owners keep the proceeds from the sale
Owners never pay the taxes
Heirs do not pay the taxes

What We Can Do For Your Business

We are your tax planning partner. Our purpose to help your business become more profitable, increase the business valuation, and the business multiple in the event of a sale. This is accomplished with strategies to lower your taxes and business expenses.

Lower FICA Taxes

Reducing FICA taxes by $500 per employee would alleviate financial burdens, fostering economic relief for both employers and workers alike.

Lower Income Taxes

We can help lower your taxes by 80% if you own a privately held company, the owners are paying a minimum of $500K annually, and you have a minimum of a dozen non-related employees!

Savings on Medical Insurance Premiums

Our customized solutions are tailored to bring you 15%-20% savings on your medical insurance premiums.

Lower Your Estate Taxes

Lowering Federal Estate Taxes by 65% enhances intergenerational wealth, empowers families, and fuels economic growth.

Savings on Workers Comp Premiums

Unlock substantial savings on Workers' Compensation premiums, up to 20-50%, through our expert strategies tailored to your business.

Reduce Your Capital Gains Taxes

We have various strategies.  The cost is as little as 1.7%.  You keep the proceeds from the sale of a business or highly appreciated real estate.


The R&D tax credit is a strategy that provides an immediate source of cash. Your company may qualify for the credit if you have invested time, money and resources toward developing new products, improving existing products, developing new materials, building and testing prototypes and models, developing new or improved software applications, testing new concepts, experimentation and more. The credit is not a deduction—it is an actual dollar-for-dollar credit against taxes owed or paid.


If you own or lease a building, cost segregation is a powerful strategy that uses a detailed engineering-based analysis to reduce federal taxes. Cost segregation provides accelerated depreciation benefits, improved cash flow and reduction of tax liability. Any building that has been constructed, acquired or renovated in the last 15 years, by a tax-paying company that does not show an operating loss or that will be profitable in the near future may qualify. For assets placed in service in the last few years, there may be special bonus depreciation for shorter life property.


For businesses that carry inventory of $3 million or more, implementing the LIFO inventory method can generate much-needed cash. LIFO subtracts inflation from inventory costs, reducing ending inventory value, increasing cost of goods sold and decreasing taxable income. As the cost of acquiring or producing inventory grows in subsequent years, so too will the cash savings generated from LIFO.


Understanding your state and local taxes (SALT) is key to ensuring compliance and reducing costly penalties. Whether you’re running an e-commerce business, expanding across state lines, or hiring remote employees, you need to be certain of your state and local tax obligations. Multi-state companies should be preforming business nexus studies to determine what states they have to file sales and income tax returns. Companies that haven't complied the past need to understand the benefits of voluntary disclosure agreements and how they can mitigate your liability. Larger companies may have opportunities for savings through tax exemptions, credits, or deductions, thus reducing the overall tax burden.

Additional Tax Saving Strategies:

Property Tax Mitigation

Outside of income taxes, the single largest recurring charge for commercial property owners are property taxes. In most states, owners are required to pay taxes on both their real estate as well as their personal property. Our experienced team of professionals in mitigation, valuation, assessments, and law will work on your case to identify any potential opportunities for refunds and/or reductions in your current property taxes. We perform all of the required work on your behalf and act as an extension of your business. The immediate benefit is the reduction of taxes owed and the potential of refunds on prior taxes paid. The future benefits are reduced going forward providing increased cash flow.

WOTC Hiring Incentives

The Work Opportunity Tax Credit is not one, but several tax credits given to employers at the Federal level for hiring qualified employees. There is no minimum number of hired employees required to qualify for the tax credit. Our software automates most of the prescreen process and certifies candidates as well as streamlining the required document submission process. The average WOTC benefit per qualified employee is $2,400 and can be as much as $9,600.

Self Employed Tax Credit

The SETC tax credit isn’t merely a financial aid package; it serves as a safety net for self-employed professionals amidst the economic turbulence caused by the pandemic. It’s specifically designed to counteract the income disruptions experienced due to COVID-19. The tax credits apply to missed self-employment workdays from April 1, 2020, to September 30, 2021. The credit amount isn’t arbitrary. The potential relief is substantial, with eligible self-employed professionals able to claim a maximum SETC credit of up to $32,220. As a refundable credit, the SETC allows individuals to receive a tax refund even if their tax liability is zero, providing a direct financial benefit.


The focus of exit planning is on increasing the value of the business.
Increasing the value of your business will increase your profits!

Less than 30% of businesses
actually sell.

Exit Planning is a team sport. The most successful business transitions occur with a solid team of trusted advisors.

Questions to consider:

  • What does success mean to you?
  • Who are the people that matter the most to you?
  • What are your main business, personal and financial concerns?
  • What is the one thing that keeps you up at night?
  • How do you plan to achieve your life’s vision?
  • Do you want to keep growing or do you want to shift focus to exiting?
  • Have you integrated risk management into your business model?
  • What is your Wealth Gap?   (cont. next page)
  • What is the strength of your intangible capital?
  • What is your biggest pain point and biggest desire?
  • Do you understand the value of your business today?
  • Is your business ready to transition?
  • What deal structure are you looking for when selling?
of business owners have no formal transition team of advisors
of business owners do not understand their available exit planning options
of business owners do not have a plan, or have not communicated their plan

Schedule Your Appointment Today!

Our goal is to increase your profits and business valuation. We can help you double your profits in two years if you implement all of our strategies.

Make Your Business More Profitable

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Income Tax Planning

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