Business Owners

Customized services include business valuations, tax incentive, and cost recovery strategies to significant savings on qualified distributions on IRA’s, 401k’s, profit sharing plans and pensions.

Discover financial savings and use it to fuel growth.

We have partnered with an auditing firm to provides our clients with the highest industry-recognized level of service and a single solution to capture the broadest range of federal, state and local tax credits and incentives.

Tax Incentives could include:

  • Cost Segregation Studies

  • Research & Development Tax Credit

  • Property Tax Mitigation

  • Workers Opportunity Tax Credit (WOTC)

  • Energy EPAct Credit

  • Hiring Incentives

  • IC-DISC / Export Tax Credit


We structured our organization and processes to meet all of the challenges commonly experienced by companies attempting to capture financial savings and reinvest in their businesses with a focus on each client’s specific industry, circumstances, and goals.

Expense Reductions could include:

  • Credit Card Merchant Audit

  • Waste Recycling Audit

  • Worker’s Compensation Insurance Audit

  • Parcel Shipping Expense Audit


Throughout each project our team works side by side with our clients, CPAs, and accounting staff to ensure a smooth integration of these lucrative tax credits. If we cannot save your company money, then this process is completed FREE of charge.

 Do you know what

your business is worth? 

An informal business valuation creates a foundation for smart planning decisions, using five commonly used valuation methods that we can help you uncover.

Distribution Solutions

$21.9 trillion dollars are owned by individuals in qualified plans – including IRA’s, 401(k), pensions and profit sharing plans. Distributions from qualified plans are taxable to the recipient and a Required Minimum Distribution (RMD) is required at age 70 ½ for all qualified plans. For recipients under 59 ½ years old, there may be an additional 10% penalty tax due on distributions.

Many successful business owners do not need the taxable income from RMD’s to maintain their lifestyle and have not been informed of a solution….until now! With our Distribution Solutions, business owners can realize a 30-40% tax relief on distributions from qualified plans by implementing tax codes that most tax professionals are unaware of.

Legal and Identity Theft Protection Plan

Life is unpredictable. You never know what's around the corner. LegalShield gives you the confidence of knowing whatever comes your way, your provider law firm is there when you need it. Putting a Big law firm to work for you is easy…without the Big bill.

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