WE ARE A TAX MITIGATION CONSULTING FIRM

Our specialization is in using Defined Benefit plans to take advantage of the tax benefits an owner can obtain through their business.
These plans may allow clients to contribute and deduct $150,000+ annually.
Financial Advisors
Tax Advisors

WE HAVE DEVELOPED AS A THOUGHT LEADER IN THIS SPECIALIZED SPACE AND HAVE BEEN AT THE FOREFRONT OF LEVERAGING NEW TAX AND FINANCIAL STRATEGIES ON BEHALF OF CLIENTS WHO FIT OUR PROFILE.

Financial Advisors
Tax Advisors

Tax Mitigation Specialists

Our specialization is in using Defined Benefit plans to take advantage of the tax benefits an owner can obtain through their business.

With so many options on how, and where to combine defined benefit with profit sharing vs. when to use cash balance and which calculation is best to enhance an owner’s percentage, there is enormous complexity. We have made large deductible benefits plans for small businesses easy to implement and manage.

These plans may allow clients to contribute and deduct $150,000+ annually.
Typical clients for these types of plans:

  • Solopreneurs

  • Medical Professionals

  • Those with consulting income

  • Real Estate Property Owners

  • Law Firms

  • Contractors

  • Owners with income that fluctuates

  • Dental Practitioners

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    Who is BBC?

    As business consultants, we specialize in vetting and doing due diligence on multiple tax plan designs and combinations that are available in the marketplace. These plans are custom designed and have been looked at extensively by our team to be able to construct the right fit for your company.
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    Our clients
    • Kathy L.
      "Our actuary firm has worked with BBC for many years. Their knowledge and innovative approach have turned complex strategies into a simplistic plan of action that results in great benefits for an owner."
      Kathy L.
    • Michael W.
      "Our CPA firm works exclusively with Business Benefits Consultants to help us build client value by using tax strategies that benefit the owners and partners the most."
      Michael W.
    • Peter D.
      "BBC was able to work with my accountant and financial advisor to put in a plan that gave our partners much larger benefits than they were ever getting."
      Peter D.

    $18,785,983

    Taxes our clients have saved by working with us

    “Taxpayers overpay taxes by almost a billion dollars each year to mistakes and missed opportunities”
    – 2002 Study by US General Accounting Office