ADVANCED TAX PLANNING

Tax Planning You Won't Find On Main Street Is The Key To Scaling Your Business 10X

WHO WE ARE

WE CUT TAXES 50% OR MORE ALMOST 100% OF THE TIME

WE ARE IN BUSINESS TO HELP YOU BUILD YOUR BRAND, BUSINESS, AND REPUTATION AS THE PRESIDENT AND CEO OF YOUR OWN TAX PLANNING FIRM

We are here to split commissions with you as our partner, not an override. WE ARE NOT AN FMO!

OUR PARTNERS ARE THE MOST IMPORTANT PART OF THE TEAM. THEY ARE THE RELATIONSHIP IN ACQUIRING NEW PROSPECTIVE CLIENTS. THEIR JOB IS TO PROMOTE THEIR NEW TEAM AFTER COMPLETING THE INITIAL TRAINING.

Your professional team includes experts from across the board to offer the most comprehensive and holistic approach to cutting taxes. When your tax team includes only a CPA or a single financial planner, you miss out on many potential deductions. No matter how remarkable one tax prep professional is, they can’t compare to a full team of expert strategists. Each person on our team brings a unique perspective from a different part of the financial or legal industries. We combine our strengths to find every possible deduction for our clients.

Your accountant is absolutely an integral part of your tax team, and we want to work with existing accountants to reduce our clients’ taxes. We don’t prepare tax returns, so there is no conflict of interest. Accountants mainly provide tax prep expertise; we want to provide tax strategy for substantially bigger deductions.

We know the ins and outs of the IRS rules governing every strategy and plan that we handle. A surprising number of other financial firms lack this knowledge, but we work with these plans every day. We even have plans that far exceed the cash balance plan limits, and is also approved by the IRS. 

Our prime objective, each and every day, is providing value to our clients. We don’t try to make hard sells or pressure anyone into accepting our services. We don’t have to. When we focus on helping the client and devote everything we have to reducing that client’s tax bill, they can’t wait to keep coming back to us. We’re not selling a product; we’re providing value. And that makes all the difference.

Those most likely to benefit from our services include:

  • High-earning members of professional practices (doctors, lawyers, orthodontists, etc.)

  • Sole proprietors with a high net worth ($2 million or more)

  • Owners of family businesses

  • Companies that want to attract talented employees with generous benefit packages

  • Anyone with a net income of $300,000 or more per year OR with at least $700,000 in a pre-tax retirement account and a minimum net worth of $2 million

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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.