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Comprehensive Tax, Exit and Family Planning for Exceptional Business Owners & Families

The Quiet Light Podcast

NOTE

Serving the Underserved Business Segment

The focus is on assisting individuals starting businesses, particularly those in the small and micro business segment with annual incomes ranging from a quarter million to a few million dollars. The aim is to prioritize cash flow management and help clients define and achieve their goals through their business. The emphasis is on providing comprehensive support to clients who do not have access to the same level of services as high-net-worth individuals, such as tax preparers, lawyers, and financial advisors.

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