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1310 Kings Hwy N, Cherry Hill, NJ 08034
856-354-6110 |

Pro • ac • tive [prōh-ak-tive]  -adjective
Serving to prepare for, intervene in, or control an expected occurrence or situation, esp. a negative or difficult one; anticipatory: proactive measures to save tax.
(856) 354-6110


To minimize your taxes and maximize your net income, you need a plan. You need concepts and strategies that leave more on your bottom line, without raising “red flags” or straying into “gray areas.”
It doesn’t matter how good your current accountant is with a stack of receipts on April 15. If you haven’t planned proactively, by April 15 it’s just too late.
Have you organized your business correctly? Do you have the right benefit plans for yourself and your employees? Do you have the right retirement plan to prepare for your future? Are you taking advantage of all the legitimate deductions, credits, loopholes, and strategies the tax code offers?
We partner with business owners and investors throughout the USA. We have the experience and more important, the proactive attitude to give you more than just a history lesson.
CTC - Certified Tax Coach
How do I increase my NET INCOME?
How do I reduce my TAXES?
We have found there is a better way! Being proactive and coordinating strategies reduces inefficiencies and creates wealth.
Our research has proven that there are a number of strategies for business owners and individuals that go beyond traditional retirement and basic tax plans. In many cases these strategies can be customized to create a favorable tax environment and to maximize net income. Being proactive and planning before events happen creates positive, tangible results. Our goals are to create effective solutions that reduce market risk, reduce costs, and increase net income.
If you run your own business or manage investments, you rely on information: Information on products, markets, and customers. Information to make money, and information to keep money.
You rely on your accountant and financial professionals for some of your most important information. But what do they actually actually do with that information?

Call Us Today At ♦ (856) 354-6110

Business Hours

Mon - Thu: 09:00 AM - 05:00 PM
Fri: 09:00 AM - 12:00 PM