Why Tax Hack
We begin to understand your business and industry as well as structure, history, and objectives and take the time to evaluate opportunity and risks
We develop a customized strategic plan to lower your tax liability and maximize cash specific to your stage of business and industry
We’ll find a way to maximize your tax savings by putting your plan in action
Improvements you can measure in cash flow and time
average tax credit findings>
success rate over 5 years when businesses have a trusted advisor
annual target cash savings from personal strategy planning
Martin Pederson, CEO – Stellar Agency
David Spitzer, CEO – Upper Diamond
Nathania Stambouli, Owner – Flowtastic Yoga
David Kang, Director of Finance
Joel Brda, CEO - Human Marketing
With over a decade of experience working with Fortune 500 businesses, we’ve handled audits with over $1,000,000 in proposed adjustments. Our advisors are former Big-4 consultants and apply innovative tax and advisory strategies to businesses of all sizes. We leverage our experience to generate specific results for our clients that solve compliance and planning.
You cannot improve what you do not measure. While tax preparation is the most utilized service by business owners, it is far less important than monitoring key performance indicators and current financial data throughout the year. Our On-Ramp programs facilitate ongoing advice and strategy, seeking credits, reimbursement, and deduction opportunities.
Get the virtual touch you missed last tax season.