Broker Check

If You Own A Business, You Are Paying Too Much In Taxes!

We saved our Business Owner clients an average of more than $10,000 in wasted tax dollars for 2015 through our Global Tax PlanSM. That could be an astounding $50,000 in recovered tax dollars over five years and $100,000 over ten years! Just think what you could do with an extra $100,000 over the next ten years!

Most of these clients were previously with other firms! It’s time to get a complimentary review of your tax plan. You do have a tax plan don’t you? Call us today.

Income tax is the greatest deterrent to the creation of wealth that exists today!

Taxes are higher than they have been in 35 years and they are going higher in the years to come. It is imperative that you have a plan to minimize your taxes and maximize your wealth NOW! The earlier you plan the more you can save on next year’s tax bill.

Best of all we guarantee our Global Tax PlanSM! We will reduce your tax bill by at least two times our fee or we will refund the difference. When was the last time your Tax Advisor made you a guarantee like that?

Click the links below to see the details of a few examples of the savings our clients are experiencing:

Case Study One is a client who utilizes our B. I. G. PlanningSM service which includes our Contract CFO/outsourced accounting services and our Global Tax PlanSM service.

Case Study Two is a client who currently utilizes only the Global Tax PlanningSM service.

Case Study Thre, is a small electrical contractor who, like in Case Study One, utilizes our B. I. G. PlanningSM service. 

As these Case Studies demonstrate we are saving our clients hundreds of thousands of wasted tax dollars annually, as well as hundreds of thousands of dollars annually in operations expenses. Call (866) 738-9822 today, to schedule a complimentary review of your taxes and take control of the tax dollars you are currently wasting.

 S. Brooks Wicker, Jr., CPA

Call (866) 738-9822 to schedule your complimentary review and receive Brooks Wicker’s book "How to Create Multigenerational Wealth" as our thanks.

Click here to view my PDF brochure*Offered by Brooks Wicker through H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM

Helpful Content

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.