As a Virtual Business Family Office, we provide a wide range of services tailored to meet the needs of business owners and their families. From TAX PLANNING (RE-MMAP) for your business and personal taxes, to estate planning, business valuations, and business brokerage – Excel Empire offers you a dedicated team of specialists you cannot find anywhere.
The coordination that comes from working with Excel Empire is so much more effective than working with a local CPA, a Business Coach from somewhere else, and a Financial Advisor that does not work with either of them. Family-run businesses may require structures for succession planning, a trust, or a foundation for the family held assets. Given the complexity of these situations, clients may utilize Excel Empire to help in alignment with your goals and objectives.
Excel Empire can also help coordinate non-financial issues, such as private schooling, travel, and miscellaneous household arrangements.
Ask any business owner what their biggest expense is and they quickly realize it's taxes.
For most, the tax code works against them. Did you know the tax code can work for you, and not against you?
When all you're doing is looking back at the previous year, you cannot utilize all the opportunities the tax code allows to save.
Given the current state of affairs including political climate, national debt and others, taxes are more likely to go up versus down.
Every situation is different, but nearly everyone can save a bundle! What would it mean to your business to see $20,000, $50,000 or even $100,000 per year in tax savings? To stop wasting money on unnecessary taxes, you need a clear, proactive, strategic tax
Every tax reduction strategy we employ in the Tax Reduction Process is sourced and referenced directly to the IRS Tax Code. Every strategy helps you get the tax incentives you deserve.
The easiest way to turbocharge your profit is to stop wasting money on unnecessary expenses. What would an extra $20,000, $50,000, $100,000+ in tax savings per year mean for your business?
Excel Empire guarantees our savings in black and white.
As a small business owner, I focus on what I know best and for me that is excavation and giving my clients exactly what they expect from. For far too many years as a business owner, I just thought taxes were things that somebody else knew about and that I couldn't be informed or even understand or question my CPA. After meeting with Matt and the gravity wealth team, I recognized it is very important to ask the right questions. Within 15 minutes Matt and his team found $9,000 worth savings just by looking at my tax returns. I wish I had employed their services earlier as I know I would have saved hundreds of thousands of dollars. I then followed up with Matt and asked him to look at my retirement plans. He looked at my plans and gave me some things to go back and look at with my advisor. Matt could have asked to implement these strategies, but he shared my advisor had me on the right track and that he (Matt) enjoyed championing me his client. I recommend Matt and his team to anyone who needs help in business, investing or taxes.
I've been running and growing businesses for nearly 20 years...always knowing that as I grew I was paying way too much in taxes, but never feeling like there were any other options. And being the type of guy where integrity and honesty mean more than anything to me, doing anything unethical or illegal was out of the question. Then about four years ago, I was introduced to the concept of proactive tax planning through Matt Pearson and his team. The savings were so big the first year I was a little worried it wasn't ethical. But after thorough questioning and due diligence I realized that not only was it legal and ethical but that I was following the IRS code far better and closer than I ever had before when my CPA just filled out forms that I gave him the information for. Now a professional tax strategist was not only looking over my stuff but helping me plan the future in an optimal way. The savings continued to grow as did my business and I'm able to save, spend and give more than ever before due to the fact that I'm actually keeping more of the money I earned...imagine that!
When I went to sell my company, the biggest roadblock was the depreciation recapture and taxes in general. Met with four different CPA's and all were meaningless. Then one meeting with the Gravity Wealth Team and all problems solved. They immediately brought value to the table with multiple tax saving strategies. Since selling my business, I have ventured out into another business and once again using Matt's team to save money. During this time, I have used my savings to build a pretty nice portfolio of rental properties and using one of the CPA's I met during this whole process to help me build this company with tax savings in mind every step of the way. I am thankful for the Gravity Wealth Group, Excel Empire and all they have and continue to do for me and my family, my only regret is that I did not engage them sooner.
Schedule a free, 45 minute, Tax Reduction Discovery Call with one of our seasoned Tax Strategists to find out how much you might be overpaying in taxes.
Want to talk to someone now? Call 888.641.1989 to get your question answered.
Our services extend through all areas of specialized tax planning. During our forensic evaluation we will determine where your greatest inefficiencies are and outline the menu of available opportunities within the Internal Revenue Code to ensure you have the most optimized positioning available.
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Union, Kentucky
Columbia, South Carolina
Main Office-West Palm Beach, Florida
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