Our clients save an average of
per year, EVEN IF they already had a CPA.
Beyond “bookkeeping” – see not just what happened, but where you are going with financials plus leading & trailing KPIs.
You KNOW you can grow your business, but you could fast-track your progress with coaching on:
Basically an “outsourced” CFO (Chief Financial Officer) – services designed to help you achieve your business goals
Everything you need to succeed in keeping, growing, and protecting your hard earned dollars
For far too long, small business owners have struggled with needing a bookkeeper, a tax preparer, a Certified Public Accountant, a Financial Advisor, a Legal Advisor, an Estate Planner, an Insurance Agent… you get the idea. It’s nearly impossible to get all of these “advisors” on the same page to help you achieve your goals.
But the “ultra-wealthy” have always had this luxury through something called the Family Office. A Family Office is created when a family has enough assets, business, and net-worth to be able to hire a team of dedicated professionals to help them with all their needs, whether accounting, tax, legal, financial, or insurance. If this family has any questions at all, they only need to call their Family Office.
Our team will teach you the most advanced tax strategies that have historically been only for the Ultra-Wealthy or large corporations. Our average client sees a tax reduction of more than $22,750 year after year by switching to work with us[1] – EVEN IF they already had a CPA doing their taxes. Some clients have seen a reduction in hundreds of thousands of dollars in annual taxes. The Treasury Inspector General for Tax Administration (TIGTA) has found that 93% of Small Businesses sampled over-paid their taxes by an average of $11,638 [2].
Our team helps you get the visibility and clarity you need around your business operations by making your weekly, monthly, quarterly, and annual data collection and bookkeeping a breeze. But knowing where you have been isn’t good enough for today’s competitive environment. If you’re not tracking both leading and trailing KPIs (key performance indicators) – you’re flying your business blind. Our extensive process, the AlphaMark Tax Method (AM), will give you clarity around your business operations that will make you wonder how you ever ran your business without it.
Once you’ve achieved clarity around your KPIs and business results, our Team will be there to help you achieve your business and financial goals. Whether you want to grow sales, work fewer hours, systematize, open a new location, hire remote employees, minimize expenses – our Outsourced CFO services will have you covered.
When your business is producing profit, you have even more decisions to make: what amount of business capital should you keep on hand to weather emergencies? Should I re-invest profit into the business or begin saving and investing for retirement? What’s better, a 401(k) or a defined benefit plan? Do I have enough money saved for my family to prepare for a rough-patch? Am I investing my assets in a way that maximizes gains for my level of risk-tolerance? What type of investments allow me to access the funds if I need business or personal liquidity without penalty?
So, whether you are just starting your entrepreneurial journey, are looking to take it to the next-level, or are setting yourself up for the big “exit,” we look forward to supporting your goals, providing invaluable tax and business advice, and helping you achieve your dreams through the AlphaMark Tax Method (AM).
This material & presentation content is for informational and educational purposes only. This material and presentation content is designed to provide general information regarding the subject matter covered. It is not intended to serve as legal, tax, or other financial advice related to individual situations. Because each individual’s legal, tax, and financial situation is different, specific advice should be tailored to the particular circumstances. For this reason, you are advised to consult with your own attorney, accountant, tax preparer, and/or other advisor regarding your specific situation or your client’s specific situation. The information and all accompanying material are for your use and convenience only.
We, AlphaMark Tax, LLC and sister company, AlphaMark Wealth, LLC, and its third party affiliates and presenters, have taken reasonable precautions in the preparation of this material and believe that the information presented in this material is accurate as of the date it was written. However, we will assume no responsibility for any errors or omissions. We specifically disclaim any liability resulting from the use or application of the information contained in this publication.
To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and it cannot be used for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Always seek advice based on your particular circumstances from an independent advisor.
This website is for informal purposes only and does not constitute an offer to sell, a solicitation to buy or a recommendation for any security or an offer to provide advisory or other services by AlphaMark Tax, LLC in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction The information contained on this website should not be construed as financial or investment advice on any subject matter.
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