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Business Plan

Tax Credits & Tax Savings
just got a whole lot easier

Are you eligible? Find Out Today!

How Can We Help

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Most Businesses don't realize significant savings lie within their businesses. 

 

We take a comprehensive review of a business' operations and structure to determine if the organization is eligible for federal tax credits + federal tax savings. 

 

We will help you find money + savings in your business that you probably did not was available.

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Then, take the next step to invest in your business, protect your family, invest in your retirement, or increase employee benefits with your newfound money. 

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When you work with us, we will help you with the following strategies: 

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Young Businesswomen

ERTC

Employee Retention Tax Credit (ERTC)

This is a Federal tax credit program available for year 2020 & Q1 - Q3 for 2021. Find out if you are eligible with a free analysis and no-upfront costs.

Find out if you are eligible.  

SIMRP

Self-Insured Medical Reimbursement Program (SIMRP)​

This is a Federal tax saving strategy that benefits the employee and the employer. An employer in CA will save money on payroll taxes + workers' compensation premiums will be reduced too. Find out if you are eligible. 

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Engineering Class

R&D TAX CREDIT

Research & Development Tax Credit (R&D)

This is a Federal tax credit program available to taxpayers that design, develop, or improve products. The improvement can be based on processes, formulas, or software. Find out if your business is a candidate for this program. 

WOTC

Work Opportunity Tax Credit (WOTC)​

This is a Federal tax credit program available to employers for hiring individuals from specific targeted groups. All employer types are available to participate in this program. 

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At Your Service

From Orange County, we cover California.

 

We work with you to listen to your goals, and we develop a strategy to satisfy your requirements with insurance products from the leading insurers. 

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You have the advantage, today. Take the opportunity to schedule an appointment with an agent:

By providing your phone number, you agree to receive text messages from Insure Your Success, LLC
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© 2021 Insure Your Success Insurance Agency

Contact

(714) 586-8188

info@InsureYourSuccess.com

174 W. Lincoln Avenue, # 563

Anaheim, CA 92805

Hours

9:00 AM - 5:00 PM   Monday - Friday

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By Appointment Only

Saturday

174 W. Lincoln Avenue, # 563

Anaheim, CA 92805

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