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
Welcome and Congratulations!
You have officially taken the first step in reducing tax liablilities.
Our educational and relaxed experience, starts with a free consultation to determine if we can help save you money.
Tax Strategists seek to help you pay the least amount of taxes within the confines of the law.
Simple 4 Step Process
1
Schedule a Free Consultation
Schedule a time most convenient to review your objectives and what is most important to you.
2
Relaxed Conversation
A Tax Strategist will discuss specific issues you seek guidance on, as well as holistic tax planning opportunities.
FACT FINDING
A 30 minute discussion of what is most important to you.
3
Tax Mitigation Proposal
Our second conversation will review a detailed proposal with full disclosure of any potential benefits, risks and fees.
NO PRESSURE!
Think it over, if you like our proposal, let's move forward.
4
Execution and Ongoing Support
Tax Strategists help coordinate all components of your plan as well as introduce network partners, if needed, to assist.
YOUR TAX ADVISORY TEAM
We provide ongoing cost effective advisory support.
Why go it alone?
Everyone travels their own unique path. Work with a tax strategist to help contruct your custom tax roadmap.
Focus on What is Most Important to You
We act as a centralized point of strategy for your holistic tax efficient plan to help protect your most precious resources
