Where Knowledge meets Growth and Savings.

We help small and mid-size businesses bridge the "tax gap" and reduce expenses. If you think large Fortune 500 companies get better tax breaks and services, you are probably right. We level the playing field with specialize tax strategies and expense reductions. 

For Small and Mid-size Business Owners our services involve taking advantage of Specialized Tax Incentives, implementing Business Expense Savings, and providing Financial Resources for growth and expansion. 

Our servicing partners Growth Management Group (GMG) and Stryde Solutions have structured their organization and processes to meet all of the challenges commonly experienced by companies attempting to capture financial savings and reinvest in their businesses with a focus on each client’s specific industry circumstances and goals.
This teamwork provides our clients with the highest industry recognized level of service and a single solution to capture the broadest range of federal, state and local tax credits and incentives.

Botherations for Business Owners…


Botheration – a concern or problem. 


At some point a business owner leaves the business. There are only a few ways that it happens - an owner can voluntarily leave, leave due to a disability, leave due to a bankruptcy or the owner can die. The question is what is the plan so the business continues?

When considering a succession plan, an owner should think about several things. 

      - How much does the business depend on the owner? Does                 the owner contribute most of the revenue? Make all of the               decisions?

      - Is there a partner? Is there a plan to cover the loss of a                    partner? No Plan? Are you ready to have a spouse as your                new business partner? 

      - Who might take over the business? Your children? A key                  employee? A new owner? 

These are just a few things to consider and need more than a passing thought. Time gets away from us and before we know it, TOO much time passes and an unfortunate event happens. 

Succession planning is a must and there are tools available to help cover many concerns. It's always a relief to have someone help us through confusing or stressful situations. 

Let us help you with these "Botherations"

SAVE up to $9600 for every employee you hire.

Our Average Client Receives Over $240,000 in Benefits.


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Financial Food for Thought

This is the time of year many of us reflect on things that matter most to us. It is hard to believe another year is quickly coming to an end.  Time seems to speed up the older we get.  I often ask myself “what did I accomplish this year?" Did I live up to my ‘resolutions’ (usually, never!)?  Being another year older also presents itself the questions, what do I really want to accomplish, complete or experience with my life?  The Bucket List grows and becomes more important each year.  Some of the things on it are a little frivolous and others are of great importance.  Let’s slow down for a little time during the Holiday Season to appreciate our blessings and to acknowledge them. That could mean an extra hug or an ‘I love you’ for those we hold dear. Let’s also make sure to take care of those loved ones as we should, financially. The new year is the perfect time to complete the Bucket List’s important things so that we can move on to enjoy the coming year with a sense of accomplishment and security.

From our homes to yours, wishing you a safe and happy Holiday Season and a blessed New Year!

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