We became partners in this firm because we really wanted to help people make the right financial decisions when making the biggest financial decisions of their lives.
We are big believers in having options. So…
This allows us to provide a comprehensive suite of integrated services including tax planning, estate planning, and wealth management.
At the end of the day, we are fiduciaries. We do not sell products. We build the right plan to meet your objectives and implement that plan for you, with you, or coach you.
People build wealth in one of three ways…
By running a business,
By investing in assets such as real estate, stocks, bonds, crypto, etc.,
Or they are a high income earner with a great career.
We are Tax Strategists. We work with the client and their CPA, or their Business Broker, or their Real Estate Professional. We are the advisors that create custom tax minimization strategies that show the client how they can legally keep most if not all of their hard earned money working for them. Why give away 25% to 50%+ of your money away in taxes when you legally didn’t need to.
There are other companies that call themselves Tax Strategists. They might have one or two tax strategies to choose from. We have over 40 tax minimization solutions we can combine into custom tax strategies that meet a client’s specific needs. We are also nationwide educators on the topics of tax minimization, tax deferral, and tax elimination. We have two educational platforms designed to teach people their tax minimization options.
Defer Tax University: This platform is designed to educate Real Estate Investors, Homeowners, Business Owners, High Income Earners, and Realtors how to reduce, defer, or eliminate taxes.
Tax Deferral Accelerator: This platform is designed to educate Investment Advisors, CPAs, and Tax Attorneys how to use all of our 40+ tax minimization solutions for their clients.
If your interested in learning all the available tax minimization solutions for your situation, book your complimentary appointment with a Tax Strategist today:
Office Number: 877-Tax Strategies (877-829-7872)
Book an Appointment: Calendar Link
Count on Sagitta for auto, home and life insurance, and get ready for a different, more personalized experience. We’ll explain all your coverage options and explore discounts to help you save.
If you’re just filing your taxes every April…
You could be losing out on TENS of thousands…If not HUNDREDS of thousands of dollars in tax savings.
Learn how much money you could save THIS YEAR…With a FREE Tax Savings Analysis from DEFER TAX…
If you make an above-average income…Schedule your FREE analysis now by calling
(877) 416-8390 Or book an appointment below.
Count on Sagitta for auto, home and life insurance, and get ready for a different, more personalized experience. We’ll explain all your coverage options and explore discounts to help you save.
Carl has helped 100s of real estate investors , homeowners, and business owners defer capital gains taxes on the sale of a primary residence, second home, investment property, or business.
He is a best selling author, nation-wide educator on the subject of tax deferral, and Tax Deferral Strategist.
Chris is an experienced investor and has helped build multiple businesses. Together, Chris and Carl are delivering their message on Tax Deferral nation-wide and are connecting with investors, realtors, and financial professionals across the country.
He is a technology leader, best selling author, and Tax Deferral Strategist.
We’re committed to helping you achieve your financial goals…
Contact Us Today
Investors get rich by learning how to invest. They stay rich by understanding how to reduce or defer taxes.
We teach investors like you how to keep what they’ve earned working for them!
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At DeferTax, we specialize in comprehensive Tax Strategy and Tax Planning to help you achieve Financial Freedom through effective Tax Minimization. Our team of Financial Advisors and Tax Experts is dedicated to providing tailored Tax Solutions that include Estate Planning, Investment Strategy, and Business Tax consulting. With our expertise, clients can maximize Tax Savings, enhancing their Wealth Management and paving the way to smarter Money Management.
Our services are designed to optimize every aspect of your financial life, focusing on Tax Efficiency and Tax Optimization to reduce your liabilities on Homeowner Tax, Real Estate Tax, and Capital Gains. Whether you're looking for Financial Planning advice, Retirement Planning, or simply seeking ways to decrease your tax burden, DeferTax offers the Tax Reduction strategies that can help you maintain more of your hard-earned money. Trust us to guide you towards a more prosperous financial future.