Tax Reduction Specialist
Financial Services • 
Cornelius, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 19720 Jetton Road, 3rd Floor, Cornelius, North Carolina 28031, US |
| Websites | |
| NAICS | 52 |
| Founded | 2014 |
| Employees | 1-10 |
Key Contacts at Tax Reduction Specialist
Steve Mccutcheon
Managing Director
Stephen Porterfield
Managing Director
Tax Reduction Specialist Email Formats
Tax Reduction Specialist uses 1 email format. The most common is {first name} (e.g., john@taxreductionservices.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@taxreductionservices.com | 100% |
About Tax Reduction Specialist
Cash Balance Advisors (CBA) is a national marketing and consulting company for wealth advisors. We are directly responsible for the success of some of the most successful financial professionals within the U.S. CBA provides a total business application backed with consulting which helps advisors maintain and manage their own Tax Advantage Planning business. At CBA we strive to provide advisors' advanced planning strategies and products. In doing so we help them better service their high net worth clients and add new dimensions to their practice. Through CBA, you’ll have access to our network of established, advanced planning specialists. These specialists have expertise in the legal, tax, actuarial science and risk management fields. IRS CIRCULAR 230 NOTICE Cash Balance Advisors and its affiliated partners do not provide tax, legal or accounting advice. This website has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Cash Balance Advisors and its affiliates may make referrals with respect to cash balance and other tax advantage planning, but you are advised to only consider proposals that have come from third-party administrators, CPAs, actuaries and/or attorneys. SOCIAL MEDIA DISCLOSURE STATEMENT Third-party posts found on this profile do not reflect the views of Accelerated Retirement Benefits, DBA Cash Balance Advisor. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by Cash Balance Advisors as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional.
Tax Reduction Specialist revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Tax Reduction Specialist has 4 employees across 2 departments.
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Number of employees
Funding Data
Tax Reduction Specialist has never raised funding before.
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Frequently asked questions
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