Transform Tax liability into multi generational wealth. Tax planning shifts personal, business, retirement and legacy goals into a holistic architecture that meets needs for today, tomorrow and beyond.
Two critical questions every business owner should ask:
93% of small businesses overpay on taxes despite having a CPA. These two questions reveal where millions are lost.
Get Real AnswersIndustry-leading payroll and HR solutions
50 plus years of collective experience in transforming wealth strategies for discerning clients.
Strategic growth planning, tax efficiency optimization, and legacy wealth transfer for the next generation
Elite expertise combined with unwavering dedication to your success
Managing Partner | Certified Tax and Business Advisor
Earl is considered one of the most creative thinkers in financial services. He has dominated in funding, insurance, retirement and tax planning. High energy high standards is his creed.
Senior Partner | CFF
Jason was a chemist for the FDA for many years. He brings that scientific approach to building teams and problem solving for clients. As a Certified Financial Fiduciary both the SEC and FINRA recommend him for matters of wealth and retirement.
Senior Partner
Jeff has had a career filled with success in Real Estate and family wealth planning. He brings a kind hearted spirit to each interaction. Jeff is a true professional.
Schedule a confidential consultation with our elite tax strategists
37 boutique strategic pieces to align your wealth and accelerate it
Small businesses are the backbone of America and 93% overpay on taxes even though they have a CPA!
When is the last time your CPA came to you with multiple ideas to save and or make money?
How well does your CPA understand your business, legacy and investment goals?
These two questions reveal where millions of dollars are lost overpaying fees. This is where EBITDA is lost. This is why businesses overpay for capital.
"When personal goals, business growth, and Legacy planning intersect, dollars work for your best interest."
Build More • Keep More • Pass More to the next generationDouble your net worth using 2% of your liquid capital
Private ConsultationTransforming businesses and lives through strategic tax planning
"We were paying $150k/year in taxes and growth stalled. We got a boutique plan that saved us so much I hired several more employees and we added $300k in enterprise value. Thank You Ed and Matt!"
"My CPA was working harder for the IRS than for me. I was over funding my solo 401k to avoid this year's taxes just to find out I would pay 400% more in the future. Thank you for the clarity. Taking care of me today, tomorrow and my grandkids tomorrow."
"As a business owner I'm guilty of what I didn't know, I wear so many hats. I have never been more confident in my business than I am now. My husband and I will vacation for the first time in 15 years thank you Tax Erasers."
"I am a CPA. I have heard of some of these strategies, some were new to me. Others, I couldn't afford the infrastructure to pull off. Thanks for helping my client with tax credits while I did tax prep. You guys are real team players. Wealth is a team sport."
"After 30 years working for a mid market company I had no estate plan and looked at paying more taxes than my working years. Earl built a plan for me that gave me a completely tax free retirement. Well done big guy I'm looking forward to my RV life."
Schedule a confidential consultation with our elite tax strategists