Concierge Tax Services, LLC

Financial ServicesUnited States2-10 Employees

We provide a free analysis of your taxes to determine if you are paying any taxes that you just don't need to.

We find the mistakes and missed opportunities, and quantify how much they are costing you.

From there, you can hire us to prepare a personalized Proactive Tax Strategy Plan.  This planning project involves collecting data about yourself and your business, and then recommending and implementing strategies, changes, and agreements within your business to take advantage of the tax savings you've been missing out on.  Every single Proactive Tax Plan we prepare pays for itself many times over in immediate and long term tax savings.  If we don't find savings for you, there is no fee.  You simply cannot lose.  While we cannot guarantee tax savings, the average client we prepare a tax plan for realizes over $8,000 per year in tax savings.

Specially trained as one of fewer than 300 Certified Tax Coaches in the nation, Robert provides personalized tax advisory and planning services to business owners, real estate investors, contractors, agents, and executives, as well as business consulting and entity structure management to start-ups and entrepreneurs.

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