Talk Tax with Jeff
The ultimate strategy session to unlock tax savings.
Are you flushing away 10% of your income by over paying in taxes?
Take your total taxable income and multiply it by 10%. Got that number? Keep reading, it might shock you.
That astonishing number you just calculated? That's how much our clients tend to overpay in taxes before they come to us.
If that number feels like a punch in the gut, it's time to claim what's rightfully yours. We're experts at reducing your tax burden and making sure you keep more of your hard-earned money.
Year after year, entrepreneurs worry that they pay too much in taxes.
Our tax strategy sessions reveal that they usually do.
We specialize in reducing the tax burden for entrepreneurs.
EARNING MORE THAN $1,000,000 A YEAR?
Retain your wealth to accomplish your goals. Optimize your tax burden with our innovative strategies.
PAYING OVER $100,000 A YEAR IN BUSINESS TAXES?
Increase your bottom line. We are well-versed in complex tax laws and can identify deductions and incentives to significantly lower your tax liability. Increase your bottom line.
selling your business?
Keep more of your money. Our team will develop tailored strategies to address potential tax implications and optimize your financial outcome.
OUR $1,000 PROMISE
We promise to identify at least $1,000 in potential tax savings.
We are confident in the value of our services, that's why we offer a unique promise:
If we don't identify at least $1,000 in potential tax savings during your 1-hour tax strategy session, we'll refund the $995 fee.
We firmly believe that our clients should only pay for the outcomes they receive, and this promise reflects our dedication to your financial success.
Stop over-paying in taxes.
Keep more of your hard earned money.
A tax strategy session is for entrepreneurs, CEO Founders and multi-generational family leaders who want to keep more of their wealth by optimizing their tax planning.
We've helped over 1,000 clients across the country identify tax savings that lowered their tax bill and reserved more of their wealth. We can help you save money on taxes, too.
Meet Tax Strategist Jeff Socha: Nationally Recognized Expert
Nationally recognized for his strategies for lowering the risks of business ownership and increasing his clients’ profitability, Jeff is an expert in advanced tax strategy.
For five years, Jeff worked on two political action committees through which he lobbied the United States Congress on finance and tax regulations. His solutions for lowering the risk of business ownership and increasing his clients' profitability have been nationally recognized.
Jeff brings more than a decade of experience in financial planning to his work with clients, developing full-scope solutions for the complex financial challenges of top business leaders and ultira-high-net-worth families.
Take Control of Your Financial Future.
For most people, tax strategy is an afterthought. Don't wait until Tax Day, when it's too late.
Reserve a one-hour tax strategy session with our founder Jeff Socha, who specializes in advanced tax planning and unlock tax savings to reserve more of your wealth.
Advanced Tax & Wealth Strategies
Serving Founders, Entrepreneurs &
Ultra-High-Net-Worth Families
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