Thomas Whalen Email & Phone Number

Consultant with game-changing results, proactive planning, and empowering small to mid-sized businesses by exposing underutilized tax savings programs to enhance financial growth beyond the CPA. Please keep the accountant/CPA! Leveraging expertise in payroll tax reduction, tax law attorneys, WOTC, R&D credits, and other State and Federal tax incentives have consistently enabled clients to substantially reduce their tax liabilities, aligning with strategies employed by large corporations. With over 16 years in the industry, I've honed a nuanced understanding of tax law that consistently delivers value to our clients.Our approach combines a deep dive into specific tax codes with strategic planning to offer customized solutions that include payroll tax reduction, R&D credits, proper entity structure, and implementing tax-saving strategies more like the large corporations in America. Some strategies are implemented in collaboration with seasoned tax law attorneys to ensure our clients' entity structures are optimized for fiscal efficiency. The satisfaction of our clients, expressed through their recognition of our services as a "no-brainer," underscores the commitment to making their success our top priority.