Find Out If You’re Qualified

Get a complimentary analysis of your current tax situation

On average we’ve been able reduce our client’s taxes between 25% to 65%. Our sophisticated tax planning strategies create dramatic and permanent tax reductions for our clients. If you’re a business owner and you’re interested in learning more about how we re-engineer tax plans, our tax saving strategies, our company, or our team of experts please take a minute to help us get to know you better. Simply answer the questions below and we will contact you shortly.

First Name

Last Name

Primary Business

Daytime Phone

Do you own all or a majority of a company that you work for?

Yes No

If you do own a company or a majority of a company, do you have the ability to control how you take your income, W-2 versus dividend or distribution?

Yes No

What area(s) of tax planning are you most interested in addressing this year?

Income Capital Gains Highly-Appreciated Asset Sale Windfall Event Retirement Plan Assets

Other (please describe)

Are you on track to pay at least $100k in taxes this year?

Yes No

Do you pay federal and state taxes of at least $100,000 per year?

Yes No

Do you believe you are doing everything you can do to reduce your taxation?

Yes No

Are you actively looking for additional strategies to significantly reduce your taxes?

Yes No

In one word, how do you feel about your current tax situation?

"How did you hear about us? (please provide the person's name or source)

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See If You Qualify

Take one-minute to answer a few questions to see if you qualify for our complimentary, comprehensive tax analysis. It’s completely risk free, you have nothing to lose.

Why Haven’t I Heard of These Solutions?

Sometimes it really is about knowing the right people – in tax planning or in any other skilled profession. Because we are extremely narrow in our focus, we are also deep in our knowledge and understanding of tax planning for business owners. CPAs typically do tax reporting, not forward tax planning and analysis. Contact us today for more information.

Tax Reduction Concierge | A Division of JRL Premier Wealth Planning 2500 Regency Parkway Cary, NC 27518 501 W Broadway, Suite 800 San Diego, CA 92101

Copyright © 2024 All Rights Reserved. Tax Reduction Concierge is a wholly owned subsidiary of JRL Premier Wealth Planning Limited. There are fees associated with implementation of potential solutions. Fees vary by the size and scope of implementation.