Let’s Identify and Locate your Tax Incentives in less than 15 minutes
In just 15 minutes and a few easy questions about your business I can tell you how much money you are leaving on the table in taxes. Typically CPAs don’t even know about these special programs for business owners.
What We Do
Business Tax Recovery
So why is it that only 8% of small to medium business owners in the US are taking advantage of an offer the IRS is making available to them? It’s usually because most business owners think their accountants are taking care of it when in fact most are not. These specialized tax incentives are hidden deep within the IRS 80,000 page guide and the IRS will ONLY accept these audit documents from engineering accounting firms such as ours.
This Highly Specialized Tax Recovery Service is outside of the CPAs wheelhouse, however, your CPA is a crucial component to uncovering these specialized tax incentives. When a business owners CPA and GMG Engineers work together the business owner can potentially save thousands and many times hundreds of thousands of dollars in tax incentives.
I make the process of Tax Incentive Discovery a quick and easy exercise. In less than 15 minutes I will help you locate and identify potential Tax Incentives unique to your specific industry and explain to you the cost and time necessary to recover these benefits.
Michael started his investment career in 1999 trading stocks and commodities. He soon realized his passion was helping people plan for a successful retirement and a secure financial future. To better serve his clients, Michael became an Investment Adviser Representative as well as a Registered Financial Consultant (RFC). As an Investment Adviser Representative, Michael acts as a fiduciary to his clients, which means he is bound by legal duty to always put his clients’ best interests first. With his knowledge and experience, Michael focuses on helping clients to safely and efficiently make the transition from the Accumulation Phase of investing into the Preservation and Distribution Phases – their retirement! Michael has a rare ability to blend balanced, holistic financial advice in an easy-to-understand approach, helping provide his clients with confidence and peace of mind about their financial future. Michael manages the Wealth Financial Group Tampa Bay office which is located in Oldsmar, Florida making it very accessible from Pinellas, Pasco and Hillsborough counties.
In addition to helping individuals Michael also works closely with local business owners helping them Identify, Locate and Recover specialized Tax Incentives specific to their industry.
Michael represents GMG an Engineering Accounting Firm that complements the business owners CPA by providing advanced tax recovery expertise that is outside of the CPAs wheelhouse. Michael also helps business owners develop powerful exit strategies utilizing the business assets rather than their personal income.
Michael has been a Pinellas County resident since 1980 and he is married to his wife Annie. They have three daughters and seven grandchildren.
Schedule a 1:1 Meeting
I love to meet new people and see how I can help them grow their business. As an active networker, I truly believe that you never know who you are going to meet and the impact that it can have on your life and business. If you would like to schedule a time to meet please click below and find a time on my schedule that best suits your needs.
I would love to hear from you about any of your needs, questions or request for appointment. Below you will find my contact information and contact form so you can contact me however you prefer. I look forward to talking with you.