Individual

We are strategic tax and financial advisors and can help you take plan and take control of taxes and your financial affairs. We act as consultants on many issues, including legit ways to lower your taxes not only in current year but over next multiple years. 

We can also help you build a real estate portfolio.

we can answer all your questions such as

  • How to maximize the tax deferrals.
  • Choice between Roth and regular 401k
  • All the tax credits
  • All possible tax deductions.
  • Suitable business structure
  • Cash flow
  • Should you work on w2 or become a contractor
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