Branding was my key, because CPAs want to do business with other CPAs that are willing to help them with advisory services, so I branded with them and scaled my business to well over 10 times... NOW, you can too - easier and better

  • We help you to help CPAs grow their advisory business up to 60% so you can offer your products and services to their clients.
  • Our VALUE FIRST approach is far more productive than old CPA "marketing for their client" referral programs. As a new Managing Director with us, you will only spend time promoting your new CPA tax planning partners.
  • We are NOT an FMO.

Partner with our Tax Reduction Specialists and 10X your business!

The National Association of Life Underwriters presented me with Top of the Table status for the last seven years I was in private practice. I help the affluent and ultra-wealthy to focus on advanced tax strategies first, not financial or insurance products. Today, The strategies my tax team provides are utilized by many prosperous business owners and individuals with assets from $2 million to over $1 billion.

Top of the Table Confirmation


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