With Tax Planning

Having the proper books, analytics and cash flow metrics is vital to everyones success as a business owner. When you couple that with tax planning and keeping your database up to par helps push your business over the success finish line.

About Us

“Not all CPA’s and Accountants are created Equal. Not all CPA’s, Or Accountants are bad. It has to do with their experience, understanding, thinking out of the box mindset and the information you provide them.”

We love Accountants! Especially the ones who know that they dont have the experience or knowledge to do what we do. We love the ones who bring us their clients so their clients can DoWhatTheWealthyDo and get the same results. Again those who do what’s best for the client. Why Accounting? Well to us, Accounting is the process of recording financial transactions pertaining to a business, assessing their tax liabilities and then tax planning ahead so that the business owner never has to pay tax legally. The accounting process includes summarizing, analyzing, and reporting these transactions to oversight agencies, regulators, and tax collection entities (IRS). The financial statements used in accounting are a concise summary of financial transactions over an accounting period, summarizing a company’s operations, financial position, and cash flows. However with the proper Asset Protection and Tax Planning in place, you can finally begin to legally not pay taxes!


Accounting is one of the key functions of almost any business. It may be handled by a bookkeeper or an accountant at a small firm, or by sizable finance departments with dozens of employees at larger companies. The reports generated by various streams of accounting, such as cost accounting and managerial accounting, are invaluable in helping management make informed business decisions.

From obtaining KPI’s to building out a plan to exit your business, having strong financials is vital to your business and utilizing the proper accounting (this includes Tax Planning, Bookkeeping and Taxes) is a big key to your continued success!

LEGACY WEALTH BLUEPRINT: Discover The 6 Steps & Shifts Used By The Wealthy To Create Long Lasting Wealth!