How It Works

Our Process

How It Works

A comprehensive system to minimize your tax liability and maximize your wealth—one strategy at a time.

Sourcing

Identify IRS-compliant tax strategies tailored to the Client’s financial situation. Strategies may include leveraged charitable deductions, accelerated depreciation programs, structured investments, and opportunities.

Due Diligence

Conduct due diligence to ensure strategies are legal, compliant, and effective, supported by evaluations and risk assessments. Provide materials and consultations to explain their risks, benefits, and mechanics.

Implementation

Provide support during the implementation of selected strategies by coordinating with attorneys, CPAs, and other professionals, while ensuring compliance with all regulatory requirements.

Ongoing Support

Offer regular updates and reviews to ensure ongoing compliance with IRS and state guidelines, and provide assistance during audits or inquiries by facilitating access to necessary documentation and support.

You Can Get There From Here

Request A Discovery Call

Take the first step towards tax peace of mind. Contact us today to learn how EBMG can transform your tax strategy.

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How It Works

Our Process

How It Works

Sourcing

Due Diligence

Implementation

Ongoing Support

You Can Get There From Here

Request A Discovery Call

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