Offering financial services in your tax practice is a great way to generate new revenue. You will also become more valuable to your clients by helping them navigate through the complex world of investment and retirement planning.
Contact us at: www.dotchcapital.com
Dotch Capital is a Registered Investment Adviser (RIA) firm, which core business is “TEAM BASED MODEL.” Our core business "TEAM BASED MODEL" helps our CPAs and tax professionals partners become TAX STRATEGISTS to help their 100 A and B clients save more on taxes, through our PROACTIVE PLANNING approach. Our approach allows our partners to routinely make $10,000 - $30,000 dollars for tax reduction work per client! Our "TEAM BASED MODEL" strategy focus on Understand & Prioritize Needs - Address Biggest Problems - Achieve Most Important Goals.
Company Contact:
Norman Dotch, CEO - Tax Strategist
ndotch@dotchcapital.com
209.981.6558
Contact us at: taxbusinessgrowthacademy.com
Tax Business Growth Academy aims to help you take a systematic approach to building a team and structuring a business that you can work on and not in. With Tax Business Growth Academy, you will have a solid foundation and framework that helps attract and retain the right people for your business, easily execute marketing tactics that attract the right customer, and increase your bottom line.
Company Contact:
David A Perez
david@davidaperez.com
Contact us at: ercspecialists.com
ERC Specialists offers CPAs and tax professionals the opportunity to earn substantial revenue by referring business clients to us for assistance claiming Employee Retention Credits. ERC Specialists helps U.S. businesses maximize ERC payroll tax refunds. We have obtained over $1.5 billion in credits so far, and 80% of companies with W-2 employees qualify for the credits of up to $26,000 per employee.
Company Contact:
Sunshine Chapman
info@ercprovider.com
407-509-2107
Contact us at: kingfinancial.net
King Financial is a boutique RIA Firm that works exclusively with business owners. We specialize in helping business owners with complex retirement plan design, implementation, and management. Our goal is to save you and your business money on taxes while helping build your net worth and securing a legacy for your family.
Company Contact:
Devin King
devin.king@kingfinancial.net
(925) 872-7706
Contact us at: www.blucapital.com
We provide tailor-made financial products to your company. When others say no, in Blu Capital we try to figure out how to say YES. Let us be your business booster!
Company Contact:
Manuel Russek
manuel@blucapital.com
(214) 876-0504
Contact us at: finhabits.com
We are a service created by Latinos for Latinos and understand what matters most to you.
Build your financial future. Invest wisely, get health insurance, build smart habits and more.
Contact us at: TaxMixAdvisors.com
Diversify your services and partner with us. Our clients depend on us to provide options and solutions that will meet their personal and business financial goals and needs. Tax Mix provides tools and financial strategies that will help them navigate through complex and uncertain times. We are committed to meeting our client's goals no matter what stage in life there at.
Services: Investments, Retirement Planning, Tax Planning, Estate Planning, Business Solutions, Insurance Planning
Company Contact:
Patty Gomez patty@taxmix.com
951.227.7165 Office
Pete Acosta pete@taxmix.com
619.346.3258 Cell
Contact us at: valiant-capital.com
Valiant Capital offers a comprehensive range of services in the field of Capital Advisory, Tax Credit Consulting, and Capital Sourcing. As a Capital Advisory firm, we provide expert guidance and strategic advice to businesses seeking to optimize their capital structure and improve financial performance. Our Tax Credit Consulting services assist clients in identifying and maximizing available tax credits, ensuring compliance with tax regulations while minimizing tax liabilities. Additionally, Valiant Capital specializes in Capital Sourcing, helping businesses secure funding through various channels, such as debt financing, equity investments, and strategic partnerships, to support their growth and expansion initiatives.
Company Contact:
Jesus Cazares
jesus@valiant-capital.com
832-452-5797
Contact us at: thewellnessbenefitgroup.com
The Wellness Benefit Group is a unique company offering groundbreaking travel, Lifestyle, and Comfort benefits to Corporations, the general Marketplace, and for Fundraising.