Welcome to the Small Business Gold Mine.

Small businesses are the backbone of the American economy.
Yet it’s the mega-corporations that seem to get all the tax breaks.
(That’s about to change.)

First Things First.
Getting You Up to Speed.

We get small business owners up to speed on all the game-changing tax incentives that are available to them. This includes federal and state tax credits, property-related tax deductions, and other IRS-approved strategies. We even offer popular wellness programs that reduce payroll taxes. More times than not, we’re able to identify a strategy that improves your cash flow when you need it most—today.

  • Cost Segregation

    Receive 4-8% of your Building’s Cost

    Whether you own an investment building or the one you work in, you can get a tax benefit of $40K-$80K per each $1MM in building cost by having an engineering-based Cost Segregation Study done.

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  • Advanced Tax Strategy

    Reduce Your Tax Burden by Up to 40%

    Our tax law firm partner helps you determine if an advanced tax strategy (with a change to your corporate structure) can get your company the type of tax advantages that America’s largest corporations enjoy.

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  • Deferred Sales Trust

    Deferred Sales Trust

    Sell Smart. Defer Capital Gains Tax

    It’s ideal for those seeking to defer capital gains tax when selling their business, building, or other asset. It helps you plan for retirement, or reinvest in diverse assets while maintaining income flow.

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  • CHAMP Plan™ by Affordacare

    Receive Zero-Cost Health Benefits and $573 in Tax Savings per Employee

    See if your company qualifies for this Section 125 Cafeteria Plan, with zero-dollar co-pays on primary care doctor visits, free urgent care visits, unlimited telemedicine visits, 100% preventative care, and zero-dollar co-pays on all formulary (generic) prescription drugs—plus $573 in tax savings per employee.

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  • R&D Tax Credit

    Receive from $10K to $1MM+

    The Research & Development Tax Credit, enacted by Congress in 1981, rewards U.S. companies that innovate, expand their business, or develop or improve new or existing products or services. 

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  • Work Opportunity Tax Credit

    Receive $2400-$9,600 per Employee

    Roughly 25% of all U.S. employees qualify for Work Opportunity Tax Credits (WOTC). The credits for employers range from $2,400 to $9,600, depending on worker category, number of hours worked and wages earned.

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We Know You’re Busy, So We’ve Made This Easy.

We begin with an initial consultation to determine which program may benefit your company. Our free analysis comes next (no obligations, of course). The final step is the onboarding process.

Testimonials

  • “I’m happy I was introduced to George and his company. They got us a very meaningful recovery back from the federal government, and they made the process easy. I’d recommend working with George if you get the opportunity!.”

    — Kurt Ellinger, Tactive

  • “George was instrumental in guiding and coaching my client on how to save serious money in tax credits (that they didn't know they qualified for). This was done using a professional, organized and systematic approach. My client thanked me for introducing them to George.”

    — Walter Sheldon, Goosehead Insurance

  • “George explained the program to us and helped us get several years of tax refunds. He and his colleagues were very professional and followed through with their promises. Go for the free evaluation to see whether your business qualifies.”

    — Michael Wolff, Alera Group