The Wealth Advocate Investment Group LLC

Financial ServicesUnited States2-10 Employees

Integrated Tax Business and Financial Planning
Property Tax Mitigation | Cost Segregation | Workers Comp Insurance Audits  | Federal Tax Incentives and more...

For  businesses with employees we help them reduce "Business Costs" in a greater fashion by performing various audits without disruption of any business processes. In most cases we can get the business tax incentives for items that they had no idea they were entitled. In many industries we attain over $200,000 in rebates or incentives. In the past 12 years our partners have saved over 500MM in tax incentives and rebates.

For Small Business Owners we save on average over 20,000 in their personal income tax bill. We use a Tax Blueprint® to implement the tax savings all on a contingency basis. Our typical client saves  25% of their current tax liability.

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