This app is for CPAs, financial planners, life insurance professionals and anyone involved in the financial or tax planning industry.
We reduce taxes by around 50% almost 100% of the time, using the largest IRS-approved tax deductions for affluent families and business owners.
Our service is backed by a tax planning team with expertise you won't find on Main Street. The team includes tax and ERISA attorneys, actuaries, third party administrators, CPAs, QPAs and many more highly credentialed fiduciaries.
After you submit a financial profile, the team will get to work and reply to you within 4 to 7 business days.
Find out how much in taxes this team can save your prospects and clients. It all starts with just a few questions.