The Wealth Advocate Investment Group LLC

Financial Services - King of Prussia, PA, US

The Wealth Advocate Investment Group LLC Employees
Roy Innella

Principal and Fiduciary Financial Planner

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Clint Losch

Specialized Tax Incentive and Expense Reduction Strategiest

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The Wealth Advocate Investment Group LLC Details

Integrated Tax Business and Financial Planning Property Tax Mitigation | Cost Segregation | Workers Comp Insurance Audits | Credit Card Merchant Account Audits | Federal Tax Incentives and more... For businesses with employees we help them reduce "Business Costs" in a greater fashion by performing various audits without disruption of any business processes. In most cases we can get the business tax incentives for items that they had no idea they were entitled. In many industries we attain over $200,000 in rebates or incentives. In the past 12 years our partners have saved over 500MM in tax incentives and rebates. For Small Business Owners we save on average over 20,000 in their personal income tax bill. We use a Tax Blueprint® to implement the tax savings all on a contingency basis. Our typical client saves 25% of their current tax liability.

The Wealth Advocate Investment Group LLC logo, The Wealth Advocate Investment Group LLC contact details
Employees: 5 - 9
HQ: 610-695-8748
Location: King of Prussia, PA, US
Revenue: Not Available
Personal Financial Coaching Safety - Low Risk Investments Gold and Silver Business Efficiency Services Permanent ID Theft Protection 401K plans and alternatives Voluntary Benefits Retirement Income Specialist Business Cost Savings for business owners Save Business Owners on Personal Income Tax Business Tax Planning Cost Saving Programs Special Retirement Programs For Business Owners Tax Efficient Portfolios Federal Employee Benefits
The Wealth Advocate Investment Group LLC Technologies
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