The Accounting Firm You’ve Been Looking For…
We Put a Minimum of $15K Back Into Our Client’s Business
Accounting & Tax
Get rid of the old rear view mirror tax plan and get a dynamic forward looking tax strategy based on your current situation.
Business Tax Credits
We have strategies to help all size businesses in every industry obtain large federal tax incentives. 90% of businesses can benefit
Advanced Tax Planning
Our dynamic wealth creating strategies help you increase your cash flow, build wealth and create a legacy. Your number one investment should always be your business.
I Want To Introduce You To The
Accounting Firm You’ve Been Looking For
Business Owner’s are Leaking $100s of Thousands Every Year Because of Rear View Mirror Accounting
Claim Your Free Copy Now
From the desk of Matt Linklater
Rear View mirror accounting is the tax services most businesses receive. Your accountant does the same thing for you year in and year out without providing you real time forward planning to the business owner. If you want a CFO working side by side with on a monthly and quarterly basis to analyze your financial situation and tax situation for the current year then this is for you!
Where Your CPA is Going Wrong?
Here is what we hear from business owners…Twice in the past 2 days I’ve heard business owners remark some interesting things about CPAs. “I have gone from CPA to CPA and they all tell me the same thing.”
Here is what most business owner’s don’t know about CPAs. The problem lies in what the license of a CPA means versus what a Business Owner’s expectations are. A CPA license is to provide assurance and attest services.
Attest to what?
To attest that your numbers are accurate to the IRS. This is a great service to make sure you’re compliant. This is exactly why we have CPAs on staff. But, we make sure we look beyond just what the credential is for and provide you with so much more in the areas of maximizing your cash flow and wealth. It’s About MORE Than Just Providing Tax and Accounting Services to You See, you need Accounting and Tax, but you’re looking for more.
Here a fraction of the results we offer through Tax Credit Services…
- One client received $4,800 her first hire and another $42,000 during the year in Worker Opportunity Tax Credits.
- A long-time client reduced her Merchant Processing Bill by $21,000 through Merchant Auditing.
- A liquor store owner recovered $80K in Commercial Real Estate Cost Segmentation.
- R&D Tax Credits are available if you’re a Doctor, Engineer, etc.
These are Tax Credits offered by the US Government to incentivize Small Businesses that your current CPA doesn’t know about.
We find through Tax Credits an Advanced Planning we get…
- We average a $15K the average business owner is leaking from their business.
One client wanted to take his firm from $3 Million in revenue to $30 Million. So, we designed a forward projections model on how we as his “acquisitions team” can get him there in 18 months.
We helped a Litigator put together an insurance strategy to insure against lost cases. We’re able to get him a tax reduction and increase his net worth by designing a “CIC” he now owns.
Roth on steroids for business owners where you can put $100K or more away for your retirement and future.
Do you need financing for your business? Not all financing is created equal.Not all banks are created equal.We have helped clients secure Millions for their business.
You’re Already paying for these Tax & Accounting Services…
- Tax Preparation
- Tax Planning
- IRS Representation
- Sales Tax Services
- Financial Forecasts & Projections
Why not get what you’ve always been looking for and haven’t been able to find…
A Forward Looking CPA Working Side By Side with You as an Outsourced CFO!
This is the process to see if we’re a good fit for each other…
- Call our office to set up an initial call 312-330-5094.
- We provide a complimentary review of what Tax Credits are available to you and what Advanced Financial Tools are available to provide Huge Monetary Savings.
- Decide on how we can help you push your business and finances to another level!
Thanks for taking the time to read this letter and I look forward to hearing from you soon!