Conservation Easements
Preserving open spaces through private conservation for a cleaner, healthier environment
Habitat | Wilderness |Fresh Water | Clean Air | Farming | Public Parks | Recreation | Providing for Future Generations
R&D Tax Credits
Government credits to incentivize all types of innovation
R&D Tax Credits
Government credits to incentivize all types of innovation
Alternative Wealth Management
Private Offerings Access
ATM Network Partner
Jose Ortiz is the founder of The Scale Collective, a firm that empowers businesses through strategic branding, accounting expertise, and forward-thinking tax strategies.
Jose Ortiz, CPA
As a tax strategist in the Alternative Tax Management network I am able to provide my clients with a holistic approach to tax mitigation, with access to programs and professionals that may help you become more tax efficient.
Which strategy suits you best?
Explore our educational content
or reach out to one of our tax strategists for a free consultation!
✔ Investment Real Estate
✔ Appreciated Stock
✔ Privately Held Business
✔ Primary Residence
✔ Any Appreciated Asset
CAPITAL TRANSITION STRATEGIES
Seek to provide deferral, reduction or elimination of tax on appreciated assets
Click a Link to Explore Strategies
INCOME TAX MITIGATION
Seek to reduce annual tax payments and
structure retirement assets for tax efficiency
TAX CREDITS AND DEPRECIATION
Incentives for clean energy development and other environmental initiatives
✔ Offset Passive Income
✔ Active Participation
✔ Generate Passive Income
✔ Accelerated Deductions
Jose Ortiz, CPA, is the founder of The Scale Collective, a tax strategy firm based in Miramar, Florida, that specializes in helping high earners, real estate investors, and accredited investors dramatically reduce and optimize their tax burdens through advanced planning and advisory services. His thought leadership, as showcased through The CPA Revolution blog and newsletter, positions him at the forefront of bold, strategic tax planning for entrepreneurs and executives.