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Step 1
Submit Your Address

We make it simple. Complete our quick & easy application online and our team takes it from there.

Step 2
We Check If You Overpaid

We make it simple. Complete our quick & easy application online and our team takes it from there.

Step 3
We Submit an Appeal on Your Behalf

We make it simple. Complete our quick & easy application online and our team takes it from there.

Step 4
Once Your Appeal Gets Accepted, We Split the Profits.

We make it simple. Complete our quick & easy application online and our team takes it from there.

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Professionals
Professionals
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Your innovative way to invest online.

We make it simple. Complete our quick & easy application online and our team takes it from there.

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THE BIG PICTURE - "Helping People Help Others"

We empower sellers of appreciated assets, by allowing them to direct more of the funds from their asset sale to benefit their loved ones and favorite charitable causes.

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Gregory v. Helvering, 69 F.2d 809, 810 (2d Cir. 1934)

“Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes.”

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Commissioner v. Newman, 159 F.2d 848, 851 (2d Cir. 1947) - dissenting opinion

“Over and over again courts have said that there is nothing sinister in so arranging one's affairs as to keep taxes as low as possible. Everybody does so, rich or poor; and all do right, for nobody owes any public duty to pay more than the law demands: taxes are enforced ex-actions, not voluntary contributions. To demand more in the name of morals is mere cant.”

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HOW WE HELP

We make it simple. Complete our quick & easy application online and our team takes it from there.

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Emergency Tax Services

Haven't filed taxes yet? Behind on filing? Get real tax relief help today.

Offshore Assets & FBAR Filing

We help protect the assets you've worked hard for.

IRS Tax Audit Defense Services

Level the playing field and get tax audit representation, audit help & appeals.

Tax Court Litigation & Defense

Fight back with the right attorneys to defend you against litigation.

Services
Sellers / Tax Payers

Tax Deferral Services and our team of tax and legal practitioner specialists provide tax solutions to address various tax concerns to help our clients enjoy the full success of their hard work. We take the time to understand our clients’ goals and unique situations to fit custom tax solutions for their benefit. Solutions that empower our clients' allowing control of their assets, tax-deferred sales, and estate strategies to create, preserve, protect, enhance, and transfer wealth.

Our Benefits & Outcomes
  • Tax Deferral
  • Tax Elimination
  • Tax-Free Treatment
  • Asset Protection
  • Liquidity
  • Control - Everything
  • Flexibility of investments
  • Diversification to lower risk
  • Rescue & Protect Installment notes
  • Income replacement
Alternative Options Vs.1031 Exchange
  • More Control and Flexibility
  • No Time Restrictions to ID or close in 180 days
  • Rescue Failing 1031s "1031 Bailouts"
  • Do Not need to carry over debt
  • Solve Debt Over Basis
  • Solve Multi-Owner challenges when goals are not aligned
Empower the Big Picture
  • Estate Planning Benefits
  • Wealth Transfer / Probate Tax Avoidance
  • Pursue Charitable Goals
Contact Our Experts
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You Are NOT Alone!
  • Real Estate Professionals
  • M&A and Business Broker Professionals
  • Hedge Funds & Private Equity Managers
  • Professional Medical and Real Estate Associations
  • Qualified Intermediaries / Title Professionals
  • Investment & Advisory Professionals
  • Business Consultants & Coaches
  • Fine Art Professionals
  • Estate Attorneys
  • CPA’s & Tax Professionals
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I am inviting you to go deeper with me in your journey, our journey, to Be Authentic.