Some of Our Services

We believe in taking a customized approach to each of our clients. We work closely with you to understand your unique needs and challenges, and develop solutions that are tailored to your specific situation.

 Key Services:

•   Market Analysis
•   Strategic Planning
•  Marketing Strategy
•  Competitive Positioning
•  Go-To-Market Strategies

Partnership with Engineered Tax Services

Key Services

• Cost Segregation Studies
• R&D Tax Credits
• 179D Tax Epact Tax Deduction
• 45L Energy Tax Credits

• Strategic Planning: Tailored strategies for your financial goals.
• Extensive Network: Access to a wide network of investors and lenders.
• End-to-End Support: We guide you through the entire fundraising process.
• Negotiation Expertise::Skilled in securing favorable terms.
• Dedicated Partner: We're committed to your success and delivering results.

• Personal & Business Tax Strategy
• Identify inefficiencies
• Review of last 3 years of tax returns
• Filing New Tax Returns
• Strategizing for Future Planning

• One on One Coaching Sessions 
• Help set direction
• Provide feedback, tools, guidance and perspective
• Hold you accountable to your Goals & Vision
• Access to Business Network