Consultant Resources

More about us…

Tax Credits For Your Clients
  • Engineering-based Cost Segregation for Commercial Building Owners ​
  • Research and Development Tax Credit ​
Our Other Services
  • CPA Concierge Service
  • Employee Retention Solutions
  • Attorney Drafted Estate Planning Documents ​
  • Premium Finance Life Insurance Executive Benefit Multi-Life ​
  • National Bookkeeping Services
  • Pro-Active Tax Planning ​
  • Life Insurance Services: Traditional, Buy-Sell, Executive Bonus, Key Person ​
  • Exit Planning
  • Business Funding
  • Independent Analysis of Employee Benefits ​