866.467.5809 CS@ProVisionWealth.com

ProVision Celebrating 20+ Years of Excellence

ACCELERATING THE PATH TO FINANCIAL FREEDOM FOR ENTREPRENEURS AND INVESTORS

To provide the best tax & wealth services to our clients…
We work exclusively with entrepreneurs and investors.
What we do

We accelerate the financial freedom of entrepreneurs by designing, implementing & reporting tax, business & wealth strategies. The strategies we use are normally reserved for major corporations because they can be extremely complex. There is nothing routine about this approach. Each case has to be studied in depth, and considerable creativity is invested to get a result.

At the core of our approach is a long-term vision for your financial and business future. That’s why your strategy will be designed for years, if not decades, ahead.

We don’t use loopholes
There are accountants who will claim to reduce your taxes by bending the rules. That is absolutely not our way. Integrity is our number one value, and all our methods are completely legal. The good news is that you can achieve truly massive savings within the law – if the right strategy is applied.

Our strategies are road maps to personal freedom.

Big Thinking for the Smaller Enterprise

In our work with clients, we use strategies that are normally reserved for the major corporations. The reason they are so rarely applied to individuals or small business is that they can be extremely complex. There is nothing routine about this approach. Each case has to be studied in depth, and considerable creativity is invested to get a result. Take a moment to learn more about our wealth and tax strategies.

Wealth StrategiesTax Strategies

We’re NOT financial planners

TAX DEFERRAL + COMPOUND INTEREST + DIVERSIFICATION

Financial planners generally focus on how much money you will need when you retire. Typically, they use compound interest and tax deferral so you can save just enough money, so as to not live under a bridge.

We’re Wealth Strategists

CONTEXT + TAX SAVINGS + LEVERAGE + VELOCITY

We begin with your dreams and visions of the future. Then we use the tax law and wealth building strategies to outline an accelerated path to get you there. You should live your dreams not retire them.

On average, our clients reduce their taxes 10-40%*

Based on the previous strategy of clients who have implemented their complete ProVision Strategy

What does 10-40% Tax Reduction Look Like?

Taxable Income Annual Reduction 5 Years of Savings
$300,000 $9,810- $39,239 $49,049- $196,197
$500,000 $17,654- $70,618 $88,272- $353,088
$700,000 $26,434- $105,736 $132,170- $528,680
$1,000,000 $39,603- $158,414 $198,017- $792,068
$3,000,000 $119,383- $477,530 $596,913- $2,387,652
$5,000,000 $201,987- $807,947 $1,009,933- 4,039,734
*Calculated using 2014 federal tax brackets and self employment tax. No proprietary formulas used. Individual results of a ProVision strategy vary.
Nothing contained herein should be construed as a guarantee of ProVision Services.
Why choose ProVision?
When asked why a client used a previous preparer, a common answer we get is that they were less expensive. But think just how expensive it is if you end up over paying your taxes by $5,000, $20,000, or $100,000. The tax return may have been technically correct, but with the proper knowledge and creativity, you could have been receiving $5,000, $20,000, or $100,000 instead of paying.

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