BACK9 Advanced Tax Planning Strategies

Add Value for Your Clients. Expand Your Offering. Increase & Diversify Revenues

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.

At BACK9 Advanced Tax Planning Strategies, we provide you with a Virtual Family Office of experts, which combine the following five disciplines to provide you with truly PROACTIVE and HOLISTIC planning to ensure that you will be MAXIMIZING YOUR POTENTIAL:

Wealth Management
Tax Planning
Risk Mitigation

Legal Services
Business Advisory

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 alone. Our expanded network of advisors is here to help.

Advisory Services Team

Your dedicated home office that supports you in day-to-day matters.

Proactive Planning Team

Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.

Virtual Family Office

Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.

Combining Proactive Planning and the Virtual Family Office Experience.

We recognize that our best clients want PROACTIVE and HOLISTIC planning.

That is why at BACK9 Advanced Tax Planning Strategies we have upgraded to a 21^st century business model based around HOLISTIC and PROACTIVE advice, and are supported by a Virtual Family Office of experts.