Tax Advisory Services
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Optimize Your Tax Strategy & Maximize Savings
Are You Paying Too Much in Taxes?
If you’re a small business owner or a high-net-worth individual with a net income of $200,000 or more and/or a tax liability of at least $15,000, you could be overpaying on taxes. Our Opti-Pathway Tax Reduction Strategies ensure you maximize every deduction and credit legally available to you.
- Reduce Your Tax Liability by at Least 20% in 12 Months
- Proactive, Personalized Tax Advisory
- Maximize Profits & Improve Financial Efficiency
Why Choose Us?
Led by Cordelia Ekwueme, CPA, MBA, Livewell Tax Advisory offers over 30 years of tax strategy, financial consulting, and business optimization expertise.
How It Works
We take a proactive and strategic approach to tax savings with a 4-step process:
1
Initial Consultation
- Qualify for the service through a discovery call.
- Assess your tax situation and potential savings.
- Secure payment to proceed.
2
Tax Assessment
- Collect essential financial documents securely.
- Conduct a deep financial review to identify tax-saving opportunities.
- Develop a personalized tax assessment report.
3
Presenting Results
- Receive a customized Tax Savings Plan tailored to your financial goals.
- Gain expert insights on deductions, credits, and legal tax minimization strategies.
4
Execution & Ongoing Support
- Implement strategies with expert guidance.
- Get ongoing support and advanced tax planning to ensure long-term financial success.
What You’ll Receive
FAQ
Frequently Asked Questions
How long will this process take?
The tax assessment and strategy development typically take 2-4 weeks, depending on the complexity of your financials.
How do you know this will work for me?
Our strategies are based on proven tax laws and financial expertise. If we can’t find at least 20% in tax savings, you don’t pay!
What if I do not see any savings?
We stand by our No-Risk Money-Back Guarantee—if no savings are found, your assessment fee is refunded.
Are these tax strategies legal?
Absolutely. We use IRS-compliant, 100% legal tax-saving strategies to optimize your finances.
What happens after the assessment?
You receive a fully customized Tax Savings Plan with implementation support. We also offer ongoing tax planning to help you stay ahead year after year.
Take Control of Your Taxes & Keep More of Your Money!
Reduce your tax burden, maximize deductions, and build wealth with expert tax strategies.