Tax Credits & Tax Savings
just got a whole lot easier
Are you eligible? Find Out Today!
How We Can Help
As a licensed Insurance Agency, we represent Insurance Companies.
As a business advisor, we represent Specialty Tax & Accounting Firms that specialize in
Tax Credit Strategies.
You are entitled to the money that we find. Don't miss out!
Tax Credits + Tax Saving Strategies are Complex.
The firms we represent are experts.
Work with us and we will help you with the following programs
Employee Retention Tax Credit (ERTC)
This is a Federal tax credit program available for year 2020 & Q1 - Q3 for 2021. Find out if you are eligible with a free analysis and no-upfront costs.
Find out if you are eligible.
R&D TAX CREDIT
Research & Development Tax Credit (R&D)
This is a Federal tax credit program available to taxpayers that design, develop, or improve products. The improvement can be based on processes, formulas, or software. Find out if your business is a candidate for this program.
Work Opportunity Tax Credit (WOTC)
This is a Federal tax credit program available to employers for hiring individuals from specific targeted groups. All employer types are available to participate in this program.
At Your Service
From Orange County, we cover California.
We work with you to listen to your goals, and we develop a strategy to satisfy your requirements with insurance products from the leading insurers.
You have the advantage, today. Take the opportunity to schedule an appointment with an agent: