Advanced Tax
Planning Solutions

Add Value for Your Clients.
Expand Your Offering.
Increase & diversify revenues

Drive More Business!

Let's work smarter together.

At BACK9 Advanced Tax Planning Strategies, we work with tax professionals and business owners to help them do what they do best: grow their business. 

We implement a proactive business model and process through which our clients (and yours) maximize their wealth, minimize their tax liability, and get more value from their financial advisors and tax professionals. We do this by utilizing specific holistic and proactive tax advantageous strategies tailored to the client’s unique situation- not out of the box products and solutions.

A team of experts at the ready.

We bring more than just a typical financial services team to the table- we bring a vast national partners’ network of recognized experts with a diverse range of expertise in various disciplines from advanced, holistic and proactive tax planning strategies such as cost segregation, cost remediation, esop’s, premium financing, retirement & succession planning, risk management and much more. We fill in the service gaps tax professionals and business owners need to develop holistic and effective holistic financial strategies. We accomplish this through our partnership with Elite Resources Team & The Team Based Model.

You don't have to do it all alone.
Our expanded network of advisors is here to help.