Our Leadership
100
%
Satisfaction
500
+
Team Members
800
$
Millions Saved
We are trusted by more than 6,800 clients
We are business owner consultants, estate, retirement & financial planners based in Norristown, PA. We have over 30 years experience in financial services with a focused in the area of estate, retirement, tax & risk mitigation planning for individuals and small to midsize businesses.
We work with financial institutions, affiliate financial planners, and board certified legal and accounting firms to provide comprehensive financial services. We have experience and have worked in insurance, annuities, stocks, bonds, options, commodities, real estate, mortgages and business consulting. Our mission is to provide the most current information available for tax mitigation, tax credits, business savings and the recapture of over payment of taxes and expenses miscalculated.
Nations Top Experts
Our partner network of over 100+ specialty tax reduction specialists is made up of the nation’s foremost Project Managers, Engineers, IP Attorneys, Industry Specialists, Financial Analysts, and Property Tax Attorneys.
Our specialty tax study model focuses on getting you the maximum benefit possible down to each R&D hour (should you qualify), every credit/benefit available for qualified WOTC new hires, and more.
we do feasibility study at no cost to you!
we do feasibility study at no cost to you!
Easy Discovering Process
With a 15 minute meeting (in person, phone, or Skype), we can typically gather enough information about your business to begin the process.
Typically, we begin our call with general questions about your business followed by questions that we feed into our presentation app.
At the conclusion of the meeting, we’ll have your projected cost reduction and specialty tax savings and then you'll decide if you wish to proceed further in exploring the capture of the benefits.
Performance Based Fee
Throughout each project, our Senior Advisers and partners work side by side with our clients, their CPAs, and accounting staff to ensure a smooth integration of cost reduction programs and potentially lucrative tax credits.
We understand the complexity of these services and offer a free consultation to assist you in determining if a study is right for your business.
Our fee schedule is contingency-based.
In essence, we do not get paid until we produce the savings or benefit.
Our specialty tax study model focuses on getting you the maximum benefit possible down to each R&D hour (should you qualify), every credit/benefit available for qualified WOTC new hires, and more.
we do feasibility study at no cost to you!
we do feasibility study at no cost to you!