120 Newport Center Drive, Newport Beach, California 92660, United States
Introduction to Services
MEET THE OWNER
OUR FEE STRUCTURE
MEET THE OWNER
Brian McNamara, MST, CFP®
Graduate of Northeastern University D’Amore-McKim School of Business with a Masters in Taxation (MST). Brian is also a Certified Financial Planning Practitioner (CFP®) since 2002. Brian has over twenty years of experience working exclusively with business owners to optimize/maximize their Net-After-Tax-Income through tax consulting.
OUR BUSINESS
OUR FEE STRUCTURE
MEET THE OWNER
We offer tax plans for Business Taxable Income where the objective is to reduce your tax liability using legitimate methods that are explicit and current within the primary sources of the Internal Revenue Code (i.e. Code, Regs, Rulings, Cases).
OUR FEE STRUCTURE
OUR FEE STRUCTURE
OUR FEE STRUCTURE
The fee for this service is typically based on the firm's average hourly rates and starts with a reasonable retainer representing a prepayment of ten hours.
Our Contingency Fee may be available1* Hire our firm without paying up-front costs until we're able to integrate and execute a tax reduction strategy for your business.
1* Eligibility is determined by MST Tax Reduction Plan for Small Business