LIMITED TIME OFFER
Wealthpreneur
Tax Checkup
Level up your tax planning from a mere projection to our proprietary, value-driven strategy. We combine advanced tools and extensive experience to search for "hidden gems" in the tax code to provide tax strategies that are designed to save you money.
Our holistic approach helps minimize your overall tax liability (business, personal, federal, and state) while you achieve other financial goals (such as funding retirement vehicles) over time.
A well-structured tax plan can have a profound impact on your financial net worth. Our strategies are legal and effective.
Your Tax Checkup includes:
- Tax plan report with tax strategies identified specifically for you
- ROI analysis and projected 10 year tax savings
- Analysis and strategies presented via Zoom with David Thach
- No obligation to purchase any services or to implement tax strategies with JDT Advisory LLC
*Available to business owners with expected annual taxable income of $400,000 or more.
Open now for 4 qualified applicants* or offer ends
DAVID THACH
cpa, CEPA
For more than 25 years David has advised owners of privately owned companies, entrepreneurs, affluent families, and high income individuals.
David’s unique strategies have helped clients protect, grow, and transition their businesses and family wealth successfully, including members of the Forbes 400.