Welcome to Epiqwest Tax Advisors.
Epiqwest Tax Advisors was established with the vision to serve our clients with a holistic approach to tax planning. We believe that clients not only need quality tax preparation but also an effective system to assist them in planning their own tax outcomes. Our firm's focus is offering superior client services to High Net Worth Families and Small/Mid-Size Business Owners in the following areas:
- Strategies to create a large private Tax Free Retirement Plan
- Educating business owners to the benefits of setting up an 831(B) Captive for their business
- Connecting Business Owners to Quality Small Business CPA's and Bookkeepers
- Planning methods to help mitigate capital gains taxes from the sale of a business or other highly appreciated asset
- Educating Real Estate Owners to benefits of Cost Segregation Strategies for their commercial real estate holdings
- Charitable Tax Planning Strategies
- Multi-generational planning for wealthy families
We are one of a few firms nationwide that integrate these various planning strategies into a cohesive plan. Please contact us to see how our holistic tax planning services can help you. If you already have a trusted Advisor or CPA, that's fine. We can work with your existing advisors to help form a plan that meets your specific needs and desires.