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Longtable

Strategies

Start With Payroll Tax. The Rest Follows.

Start with Section 125: less payroll tax, going forward, from the day the plan starts. The others are here when you want them.

  1. Start here · Section 125 · Employers with 25 to 1,000 on payroll

    01. Lower Payroll Tax

    Less payroll tax, going forward, from the day the plan starts. Your broker stays.

    Best for Employers with 25 to 1,000 regular payroll (W-2) employees.

  2. Solar tax credit · You own the equipment

    02. Erase Your Tax Bill

    Offset the federal tax you owe this year, and the last three. Your CPA files it.

    Best for You owe federal tax this year, or paid it in the last three.

  3. Federal R&D tax credit · Companies with technical staff

    03. Claim the R&D Credit

    A dollar-for-dollar cut in federal income tax for work your team already does.

    Best for Engineers, developers or scientists on payroll, profitable or venture-backed.

  4. Utility bill recovery · Manufacturers and multi-site operators

    04. Recover Utility Overcharges

    We find the overcharges and get them refunded. You pay only from what’s recovered.

    Best for More than one facility, or $10,000 a month or more in utilities.

  5. Debt-2-Capital · Households and owners

    05. Clear Debt, Keep Loans

    Out of debt in half the time, with no refinance and no consolidation.

    Best for A home loan plus other debts.

  6. At no cost · Companies under $300M in sales

    06. Pro Bono Business Valuation

    A thorough, no-cost valuation of what your business is truly worth. Your easiest first step in.

    Best for Owners who have never had their business priced.

Schedule a Meeting

Start with your payroll.

Thirty minutes. Your broker and CPA welcome.

Or call 248.742.0065Mon – Fri: 9:00 AM – 5:00 PM

Speak With a Specialist

Let’s look at your plan.

A focused conversation about your plan.

A conversation with Matt Johnston

Finding the next open time…

A look at your numbers and your options.

Saying yes reserves this time for you. We confirm every call by text or email, and if anything changes on either side, we’ll find a new time together.