ACCELERATING THE PATH TO FINANCIAL FREEDOM FOR ENTREPRENEURS AND INVESTORS
To provide the best tax & wealth services to our clients…
We work exclusively with entrepreneurs and investors.
What we do
We accelerate the financial freedom of entrepreneurs by designing, implementing & reporting tax, business & wealth strategies. The strategies we use are normally reserved for major corporations because they can be extremely complex. There is nothing routine about this approach. Each case has to be studied in depth, and considerable creativity is invested to get a result.
At the core of our approach is a long-term vision for your financial and business future. That’s why your strategy will be designed for years, if not decades, ahead.
We don’t use loopholes
There are accountants who will claim to reduce your taxes by bending the rules. That is absolutely not our way. Integrity is our number one value, and all our methods are completely legal. The good news is that you can achieve truly massive savings within the law – if the right strategy is applied.
Our strategies are road maps to personal freedom.
Big Thinking for the Smaller Enterprise
In our work with clients, we use strategies that are normally reserved for the major corporations. The reason they are so rarely applied to individuals or small business is that they can be extremely complex. There is nothing routine about this approach. Each case has to be studied in depth, and considerable creativity is invested to get a result. Take a moment to learn more about our wealth and tax strategies.
We’re NOT financial planners
TAX DEFERRAL + COMPOUND INTEREST + DIVERSIFICATION
Financial planners generally focus on how much money you will need when you retire. Typically, they use compound interest and tax deferral so you can save just enough money, so as to not live under a bridge.
On average, our clients reduce their taxes 10-40%*
Based on the previous strategy of clients who have implemented their complete ProVision Strategy
What does 10-40% Tax Reduction Look Like?
*Calculated using 2014 federal tax brackets and self employment tax. No proprietary formulas used. Individual results of a ProVision strategy vary.
Nothing contained herein should be construed as a guarantee of ProVision Services.
Why choose ProVision?
When asked why a client used a previous preparer, a common answer we get is that they were less expensive. But think just how expensive it is if you end up over paying your taxes by $5,000, $20,000, or $100,000. The tax return may have been technically correct, but with the proper knowledge and creativity, you could have been receiving $5,000, $20,000, or $100,000 instead of paying.