A free consultation takes just 15 minutes.

With the appropriate information from your prior tax returns and current situation, we can determine in about 15 minutes whether or not you qualify for a tax incentivized investment.

Once qualified, we will present options for you to review with your CPA and advisory team so that a collective decision can be made as to how we can move forward.

CONTACT US

Use the form below to tell us more about your current situation and what you'd like to achieve (please be as detailed as possible). You may also call us to make an appointment.

General response time is one business day.

Name

First Name

Last Name

Email Address

Phone

(###)

###

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Reason of Inquiry

I'm paying too much In taxes and want to reduce my taxable income.

I can't afford my hefty tax bill to the IRS and need a solution.

I'd like to make a socially responsible investment while enjoying the tax benefits of it.

I'm offering a tax incentivized asset I'd like you to help fund.

Other

How Can We Help?

☎ Contact US

(949)-536-5120