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