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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 

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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.  


Self-Insured Medical Reimbursement Program (SIMRP)

This is a Federal tax saving strategy that benefits the employee and the employer. An employer in CA will save money on payroll taxes + workers' compensation premiums will be reduced too. Find out if you are eligible. 

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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. 

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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:

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