Most People Don't Plan To Fail They Fail To Plan

Find something in life that you love doing. If you make a lot of money, that’s a bonus, & if you don’t, you still won’t hate going to work. ~Jeff Foxworthy~ Any Individual or Business can benefit from having their financial strategy aligned with their tax plan. This is helpful for Individuals or Business owners, people with significant investments, those with inheritance or an estate plan, & have a degree of assets. In each situation, we’re dealing with complex tax needs & a detailed financial plan. If you’re paying taxes & earning returns, whether you’re a young business owner or new to investing, tax sheltering & financial planning go hand in hand. Wealth advising helps you increase your assets & save your money in the right places, while tax advising helps you keep more of what you earn. We also research specific solutions and make recommendations on solving tax issues you may be facing now or in the future.

We See Our Clients Once A Month~Money Never Sleeps

"In my experience, there's only one thing that will always steer you toward success: That's to have a vision & to stick with it Once I have a vision for a new venture, I'm going to ride that vision until the wheels come off" ~Russell Simmons~ There are a number of ways you can go about tax planning, but it primarily involves three basic methods: reducing your overall income, increasing your number of tax deductions throughout the year, and taking advantage of certain tax credits. Top Tax Planning Strategies Be strategic with your income. Review your entities. Review your accounting method. Practice good bookkeeping. Keep documentation current. Evaluate personal loans and expenses related to your business. Don't miss out on deductions. Review your giving. Understand how property purchases and sales impact your taxes.

Good Advice From Valevity Doesn't Cost...It Pays

"I'm not a big believer in a thing called luck. I believe it has a lot to do with fate & just really having a vision of the way you would see your life" Marla Maples: Our network staff professionals assist taxpayers who are seeking help in resolving tax problems. We work specifically with individuals & small businesses to resolve their IRS tax problems with vast experience in dealing with the IRS. In an uncertain economic scenario, many taxpayers are finding themselves unable to fulfill their tax obligations to the IRS. The same economic conditions are causing the IRS to crack the whip on defaulters & adopt every possible means to enforce collections. The enforcement budget has increased under "Crazy & Foolish Biden" to the tune of 100,000 new IRS agents & intends to add more staff for greater effectiveness of coming to your kitchen table for a greater chance of Audit. An Offer-in-Compromise may solve your Tax Burden Worries. In the majority of cases once you come to our office & we review your file we should be able to stop any additional interest & penalties until your case is resolved.

Private Money Lenders

We are proud to announce our direct lending association with Patch of Land a Los Angeles-based private money lender for real estate investors. We are anxious to supply our investors with great rates & terms. We are one of the first digital platforms designed for ordinary Americans who want to invest in real estate. Our originators offer a wide variety of loans, including fix & flip, single-family bridge loans, multifamily bridge loans, long-term rental loans, & ground-up construction loans.

Certified Cannabis Accountants

Managing a cannabis company is overwhelming when it comes to finances & compliance. Different regulations unique to the industry, new owners often struggle with ensuring that their company is functioning to the highest potential. But Is It? We have the experience & knowledge to help overcome these challenges. We navigate the complexities involved in the cannabis industry while allowing owners to focus on their business itself. Our expertise performing all aspects so we can help your company reach its fullest potential. Own a dispensary or a cannabis manufacturing company? If so we’re ready to help better maintain your company’s financial functions.