Welcome to the Small Business Gold Mine.
Small businesses are the backbone of the American economy.
Yet it’s the mega-corporations that seem to get all the tax breaks.
(That’s about to change.)
First Things First.
Getting You Up to Speed.
We get small business owners up to speed on all the game-changing tax incentives that are available to them. This includes federal and state tax credits, property-related tax deductions, and other IRS-approved strategies. We even offer popular preventative health plans that reduce payroll taxes. More times than not, we’re able to identify a strategy that improves your cash flow when you need it most—today.
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Tariff File & Fund Program
Turn Tariff Refunds Into Cash in 2–3 Weeks
Recover overpaid tariffs fast. We file your claim and can fund it in just 2–3 weeks—turning refunds into immediate working capital.
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Cost Segregation
Receive 4-8% of your Building’s Cost
Whether you own an investment building or the one you work in, you can get a tax benefit of $40K-$80K per each $1MM in building cost by having an engineering-based Cost Segregation Study done.
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Advanced Tax Strategy
Reduce Your Tax Burden by Up to 40%
Our tax law firm partner helps you determine if an advanced tax strategy (with a change to your corporate structure) can get your company the type of tax advantages that America’s largest corporations enjoy.
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R&D Tax Credit
The Research & Development Tax Credit, enacted by Congress in 1981, rewards U.S. companies that innovate, expand their business, or develop or improve new or existing products or services.
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CHAMP Plan™ by Affordacare
Receive Zero-Cost Health Benefits and $573 in Tax Savings per Employee
See if your company qualifies for this Section 125 Cafeteria Plan, with zero-dollar co-pays on primary care doctor visits, free urgent care visits, unlimited telemedicine visits, 100% preventative care, and zero-dollar co-pays on all formulary (generic) prescription drugs—plus $573 in tax savings per employee.
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Deferred Sales Trust
Sell Smart. Defer Capital Gains Tax
It’s ideal for those seeking to defer capital gains tax when selling their business, building, or other asset. It helps you plan for retirement, or reinvest in diverse assets while maintaining income flow.
We Know You’re Busy, So We’ve Made This Easy.
We begin with an initial consultation to determine which program may benefit your company. Our free analysis comes next (no obligations, of course). The final step is the onboarding process.
Testimonials
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“I’m happy I was introduced to George and his company. They got us a very meaningful recovery back from the federal government, and they made the process easy. I’d recommend working with George if you get the opportunity!”
— Kurt Ellinger, Tactive
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“I had no idea my building could unlock that kind of value until I met George. His engineering team ran a study that slashed our tax bill—then he introduced another strategy that saved us even more. Like I always say: If you’ve got a business, call George!”
—Neena Vlamis, A & N Mortgage
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“George was instrumental in guiding and coaching my client on how to save serious money in tax credits (that they didn't know they qualified for). This was done using a professional, organized and systematic approach. My client thanked me for the introduction.”
— Walter Sheldon, Goosehead Insurance
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“I’ve worked with George for several years, starting with the R&D Tax Credit and later the ERC. Both times he made the paperwork process effortless. It’s incredible these programs exist for small business owners—and even better having someone like George who knows how to unlock them. He has been so helpful and I'm always eager to hear about new tax incentives that I can participate in."
—Lisa Kederian DDS
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“George explained the program to us and helped us get several years of tax refunds. He and his colleagues were very professional and followed through with their promises. Go for the free evaluation to see whether your business qualifies.”
— Michael Wolff, Alera Group
