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Business Plan

Tax Credits & Tax Savings
just got a whole lot easier

Are you eligible? Find Out Today!

How Can We Help

Most Businesses don't realize significant savings lie within their businesses. 


We take a comprehensive review of a business' operations and structure to determine if the organization is eligible for federal tax credits + federal tax savings. 


We will help you find money + savings in your business that you probably did not was available.

Then, take the next step to invest in your business, protect your family, invest in your retirement, or increase employee benefits with your newfound money. 

When you work with us, we will help you with the following strategies: 

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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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