For over two decades, one of our founders, Matthew Pearson, has attentively listened to entrepreneurs like yourself as they strategize selling their businesses to fund their retirement. But what if you could begin crafting a tax-efficient retirement plan as part of your overall business tax strategy? Why leave your retirement to chance when you can secure it today with the Excel Business Owner Excelerator Plan?
Click below to schedule a meeting to learn more about our tax efficient Owner Excelerator Plan. Add Excel's Excelerator Plan to give you and your family peace of mind that your retirement, your future is taken care of whether you sale your business or not.
Schedule a MeetingIf you are a current Excel Tax Reduction Plan Client, call our office at 888.641.1989 ext. 1 to learn how you can save upto 30% on your current health benefits without jeoperdizing great coverage and service.
Our services encompass all facets of specialized tax planning. Through our forensic evaluation, we pinpoint your greatest inefficiencies and provide a comprehensive overview of available opportunities within the Internal Revenue Code. This ensures that you have the most optimized positioning available to minimize your tax burden effectively.
Have questions? Get in touch with us and we’ll see how we can help.
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