How Can We Help You?
Our clients save an average of
per year, EVEN IF they already had a CPA.
Get a 360° view of your Business
Beyond “bookkeeping” – see not just what happened, but where you are going with financials plus leading & trailing KPIs.
Grow My Business
You KNOW you can grow your business, but you could fast-track your progress with coaching on:
- and the Timing of Decisions
Basically an “outsourced” CFO (Chief Financial Officer) – services designed to help you achieve your business goals
Create Wealth, Achieve Financial Goals
- Tax Savvy investing
- Financial Coaching
- Investment Protection Strategies
- Defined Benefit Plans
- Modern Portfolio Theory
Everything you need to succeed in keeping, growing, and protecting your hard earned dollars
The Ultimate Small Business
The AlphaMark Tax Method
But the “ultra-wealthy” have always had this luxury through something called the Family Office. A Family Office is created when a family has enough assets, business, and net-worth to be able to hire a team of dedicated professionals to help them with all their needs, whether accounting, tax, legal, financial, or insurance. If this family has any questions at all, they only need to call their Family Office.
That’s our Vision at AlphaMark Tax – to bring the benefits of the Family Office to Everyday Entrepreneurs. Co-CEOs of AlphaMark Tax, Jeffrey M. Cooper, JD, CPA and Jake Mellor, MBA, CFP have spent the last several years working with the country’s most elite Attorneys, CPAs, Financial Advisors, and Insurance Agents to develop advanced strategies for Tax Reduction and Wealth Creation. Our unique process, the AlphaMark Tax Method, will guide you through the Three Stages with each stage providing an increased level of profit, control, clarity, and protection.
Minimize Taxes and Gain Clarity
Our team will teach you the most advanced tax strategies that have historically been only for the Ultra-Wealthy or large corporations. Our average client sees a tax reduction of more than $22,750 year after year by switching to work with us – EVEN IF they already had a CPA doing their taxes. Some clients have seen a reduction in hundreds of thousands of dollars in annual taxes. The Treasury Inspector General for Tax Administration (TIGTA) has found that 93% of Small Businesses sampled over-paid their taxes by an average of $11,638 .
Our team helps you get the visibility and clarity you need around your business operations by making your weekly, monthly, quarterly, and annual data collection and bookkeeping a breeze. But knowing where you have been isn’t good enough for today’s competitive environment. If you’re not tracking both leading and trailing KPIs (key performance indicators) – you’re flying your business blind. Our extensive process, the AlphaMark Tax Method (AM), will give you clarity around your business operations that will make you wonder how you ever ran your business without it.
Growth By Design
Once you’ve achieved clarity around your KPIs and business results, our Team will be there to help you achieve your business and financial goals. Whether you want to grow sales, work fewer hours, systematize, open a new location, hire remote employees, minimize expenses – our Outsourced CFO services will have you covered.
When your business is producing profit, you have even more decisions to make: what amount of business capital should you keep on hand to weather emergencies? Should I re-invest profit into the business or begin saving and investing for retirement? What’s better, a 401(k) or a defined benefit plan? Do I have enough money saved for my family to prepare for a rough-patch? Am I investing my assets in a way that maximizes gains for my level of risk-tolerance? What type of investments allow me to access the funds if I need business or personal liquidity without penalty?
Our process includes an analysis of:
- State-Level Probate Avoidance
- Family Investment LLCs
- Revocable and Irrevocable Trusts (Including Last Will & Testament & Powers of Attorney)
- Domestic Asset Protection Trusts (DAPTs) (Nevada, Wyoming, Alaska)
- Captive Insurance Companies
- Divorce Protection Trusts
- Re-Marriage Protection Trusts
- Spend-Thrift Trusts
- Disability Protection
- Long-Term Care Protection
- Private Non-Operating Charitable Foundations
- Private Operating Charitable Foundations
- Donor Advised Funds
So, whether you are just starting your entrepreneurial journey, are looking to take it to the next-level, or are setting yourself up for the big “exit,” we look forward to supporting your goals, providing invaluable tax and business advice, and helping you achieve your dreams through the AlphaMark Tax Method (AM).
Schedule an appointment
Let us know how we can help you, our team is available for us to make a business appointment
 Entrusted, by David R. York and Andrew L. Howell, Copyright 2015 by YH Publishing, LLC.