ADVANCED TAX PLANNING

Expertise you won't find on Main Street

Exit Strategies

With a back-office team like this, we move to closings quickly

The Tax Reduction CPA®
CPA Certified Public Accountant 
CFP® Certified Financial Planner
CTC Certified Tax Coach
CTP Certified Tax Planner
CMA Certified Managerial Accountant
CFM Certified Financial Manager
MSA Masters of Science in Accounting– Tax Attorney – ERISA Attorney – ERPA QPA, CRPS, CLU, ChFC, CFP, -MAAA , MSPA , Actuarial Advisor, and more, mostly under one roof.

YOUR TAX TEAM IS HELD TO THE HIGHEST STANDARDS OF FIDUCIARY RESPONSIBILITY

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© 2019 Cash Balance Advisors - All Rights Reserved

Office: 916-674-2164

Home Office: 19720 Jetton Road, Cornelius, NC Third Floor NC 28031

Cash Balance Advisors and its affiliated partners do not provide tax, legal or accounting advice. This website has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Cash Balance Advisors and its affiliates may make referrals with respect to cash balance and other tax advantage planning, but you are advised to only consider proposals that have come from third party administrators, CPAs, actuaries and/or attorneys.