How We Work - Consultants

Our Clients are exceptional Entrepreneurs, Business Owners and Professionals.

We help clients find money they are currently losing unknowingly and unnecessarily in their personal and business lives so they can accomplish their goals and pay for their dreams.

As Consultants, we find savings in operational expenses, specialized tax incentives and cost remediation.  We believe in using money efficiently and wisely.  Our compensation is performance-based, paid from monies saved or recovered for our clients.

We have over 500 attorneys, accountants and engineers available to analyze and document our recommendations suitable for filing with the Internal Revenue Service and a skilled staff dedicated to auditing existing programs.

We are fiduciaries.  The needs and interests of our clients are our principal objective.  We sit on the same side of the table as our clients in weighing and adopting strategies to achieve client objectives.   

The modern business world is built on relationships.  As a result of the services we offer, the partnerships we maintain, the clients we serve, we continue to expand and refine our programs to include M&A, strategic alliances, business loans, franchising advice and supplemental retirement plans along with other strategies designed to further the financial well-being of our clients and their interests.

We are pragmatists who know how to get things done.  We do not work alone.  As needed, we will work closely with your CPA and/or Attorney. We are real-world professionals delivering real-world results.