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"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

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Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

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Great customer service. Classes are pertinent. Great value

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Richard Myer

4.7 / 5

Advanced Tax Planning for High-Net-Worth Individuals
Tax Reduction Strategies for Business Owners
Collaborative Financial Advisory Services
Retirement Planning for Business Owners

Richard has over 30 years of experience as an entrepreneur and financial advisor and gained access to some of the foremost tax planning experts in the world. He has helped hundreds of clients reduce their taxes. Of these clients, most received tax reductions in the hundreds of thousands of dollars, and select clients received 7 figures of tax savings.

He is passionate about massively lowering taxes for business owners and affluent families by working with them and his highly qualified professional tax team.

Richard and his partners deliver retirement plan expertise with results for business owners you won’t find on Main Street.