Business Team Based Model

WE’VE JOINED FORCES TO HELP ALL OUR BUSINESS CLIENTS

SUCCEED IN LIFE, WHILE STRATEGICALLY PLANNING FOR A SUCCESSFUL FUTURE.  

Everyone is impacted in paying TAXES in Business. Many choose to pay themselves first before having to PAY The IRS (The IRS gets “THEIRS.”)                                            Many Business Owners choose to fund their IRAs, SIMPLE IRAs, or Roths to lower their Tax Liability while saving money for their Future & for Retirement.

Many of my Valued Valiante Tax & Financial Management Business & Tax Clients and Accounting / Bookkeeping Clients are NOT leveraging their Profits / Income for a successful future, or to better reduce their Tax Liability by saving more in taxes owed.

So, I / Jason Valiante – CEO of VTFM, Inc. have joined forces with Josh Leung – Financial Advisor at Modern Woodmen of America to help my Valued VTFM Business Clients to STRATEGICALLY PLAN BETTER for their Business, and also for them Personally, for their future, mitigating risk and/or Tax Liability to keep more of their hard earned Income in their pocket, for Employee Retention, Compensation and much more.

Working on Client Needs to mitigate Tax and save for their future.
Meeting with our Business Clients going over Implementation for execution.

Business Owners / Partners questions to ask themselves

So ask yourself these following questions… (and be honest)     

       – If you can answer YES, then you have a PLAN in place that addresses the question(s) below, and are prepared to execute your PLAN for SUCCESS.  

       – If you answer NO to the question(s), then you’re ‘At Risk’, leaving money on the table in Taxes, thus NOT having a PLAN that could help your Business. 

1 - Am I paying myself first, before I pay TAXES to the IRS?.......... Saving for my / our future?

SPACE

2 - Do I have 'RISK' should something happen to me? Die or become Disabled. Will my Business continue on? ... Will my Family be taken care of?

SPACE

3 - Am I leveraging any Employee Retention Program to help reduce Turnover and retain my Top Employees?

SPACE

4 - Have I strategically planned, implemented and executing for my future success, or just working the Business?

SPACE

5 - Am I possibly Over-Paying in Business Taxes? Am I leveraging everything that I can for Business success?

SPACE

6 - Does my Company have a Compensation Plan in place for all my Partners?

SPACE

7 - Have I put a Succession / Exit Plan in place for when I choose to retire?

These are just a few of the questions to ask yourself to check to ensure that you're doing the absolute Best for your Business.

If you answered NO to any or all of the above questions, then click below to get started.

LET’S GET TALK, PLEASE CALL US AT: (714) 710-3424