TAX Incentives & Planning

When was the last time your accountant called you to say, "I have a great idea that is going to save you money!"

We are all familiar with directional services and apps that help us get directions to our final destination.  From time to time, we will get a nudge or a kind voice who shares, “Recalculating,” or “Make a U-Turn.” 

For most of you, you find yourself lost and unfortunately do not have the team of coordinated, trusted advisors who can give you the direction you need.  At Excel Empire, we are here to redirect you to the best path specifically for you, your company, and your family.

RE-MMAP” is Excel Empire’s proprietary tax reduction services that outline a plan to “map your way” in paying less taxes using legal, ethical, and moral strategies.  We start with a Reduction Evaluation (RE), then we continue our analysis to the Money Mapping Strategies (MMAP). Our services extend through all areas of specialized tax planning. During our forensic evaluation, we will determine where your greatest inefficiencies are and outline the menu of available opportunities within the Internal Revenue Code to ensure you have the most optimized positioning available, aligning with your stated goals and objectives. 

While this process is a “done for you” process that saves our clients hundreds of thousands of dollars in taxes, most clients see the education they gain in understanding taxes and how to reduce them as the most valuable deliverable.

Mapping Money

How We Help You Save

Capital gains

If you're selling a highly appreciated asset such as a business, you're likely exposed to capital gains tax. We have over a dozen legal structures available to mitigate this large expense.

Listed Transaction Review

Have you entered into a conservation easement or one of the overly aggressive, highly promoted tax shelters? We can help get you back on track and unwind highly scrutinized structures.

Transfer & Inheritance Tax

Incorporation of estate planning techniques within income and capital gains tax planning.

Tax Incentives

Many businesses qualify for valuable tax incentives such as Work Opportunity Tax Credit, Research and Development Tax Credit, Employee Retention Tax Credit.

Cost Segregation

Increase cash flow with accelerated depreciation of improvements of real estate assets, farm land improvements, etc.

Executive Benefit Restructuring

Often times the benefit structure can be re-designed to further compliment the end user while improving current tax efficiency.

Our Testimonials

What They Say

Northern, Ky
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We have been running a successful family veterinarian clinic here in Northern Kentucky for the past thirty years. When we started to see the need to slow down, we looked at selling. Matt did not immediately tell us he could help us sell in a tax efficient way, but slowed us down and made sure selling was what we actually wanted to do. During this conversation, Matt gave us strategies that made the business more profitable and marketable. My husband and I are enjoying the business again and when it comes time to sale we are in a much better position thanks to Matt and his amazing team.
Sparks, NV
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Our family has a large farm in northern Nevada. We wanted to sell a 500 acre parcel but had such a low basis the capital gains tax we were looking at put us at an impasse as we were told the only way to defer the gains was to do a 1031 Exchange which didn’t give us the outcome we needed. When the EE team showed us a way to defer without using the 1031 or a Deferred Sales Trust, we were delighted to have an alternative.
Traverse City, MI
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Our CPA of a long time was a close family friend, our taxes were done on time and we were shocked to find out that due to the CPA and our Estate Planner, we were in for a rough transition. Excel Coordinate all our Taxes and Estate Planning making sure they are aligned with our goals and objectives. Saved my family millions!
Cosmetic Dentist
Chicago Area, IL
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My dental practice doubled in size year over year. I had 45 full time employees prior to the COVID-19 pandemic. After suffering a huge setback, the EE team helped me with a large six figure tax credit which allowed me to weather the storm and we are now back in full swing. We had no idea these credits even existed until a rep from Excel Empire helped us. Thank you!
Payroll Processor
Columbus, OH
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The business my husband and I started 30 years ago was something we never thought would be worth the offer we received from one of the larger players in the payroll space. After finally deciding on retirement, the EE team not only worked with us to develop a transition plan but they guided us through a capital gain deferral technique that allowed us to accomplish our retirement goals while keeping the bulk of our capital working for us.


Schedule Now

Schedule a free, 45 minute, Tax Reduction Discovery Call with one of our seasoned Tax Strategists to find out how much you might be overpaying in taxes.