Maximize
Your Returns

Horizon Tax Advantage maximizes your returns through unique solutions that solve complex tax burdens by using the power of the tax code instead of fighting it

74000
US Tax
Code Pages
4500
Changes to US Tax
Code since 2001
3.8 MM
Words in
the Tax Code
7
States without
Income Tax
20
Hours Spent Annually on
Taxes by Business Filers

Carousel items

  1. 74000
    US Tax
    Code Pages
  2. 4500
    Changes to US Tax
    Code since 2001
  3. 3.8 MM
    Words in
    the Tax Code
  4. 7
    States without
    Income Tax
  5. 20
    Hours Spent Annually on
    Taxes by Business Filers
Thinking Differently About Taxes

Don't Fight the Tax Code...USE IT!

Over the years, Congress has enacted laws that are specifically designed to reduce and in some situations, even eliminate, income and capital gains taxes.

These laws were created as incentives to stimulate commerce and other economic activities that benefit society as a whole. They represent hidden opportunities that can be used as proactive strategies to minimize your tax burden.

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Insights
The Horizon Tax Advantage

Making a Difference

We identify unique, customized tax solutions then use a team-based approach to deliver optimal results, including checks and balances that protect you and/or your clients throughout the process.

Unique Solutions

Proven strategies that drive a better bottom line

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Unique Solutions

Our proven solutions provide unique tax strategies that leverage the tax code to drive significant savings. We work in a team-centered approach that ensures all relevant parties are comfortable with the programs. Our compliant strategies provide unparalleled value that maximizes your returns.

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Team-Based Approach

We work with your whole team to drive the best outcomes

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Team-Based Approach

We are focused on a partner-centric approach that ensures a team based effort in resolving significant tax issues. We work with financial advisors/planners, CPAs, tax attorneys, brokers, and anyone necessary to ensure our strategies are vetted, approved, and ready to drive great outcomes.

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Proven Outcomes

Our results have been shown to maximum savings

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Proven Outcomes

We have a track record of success by using strategies that are unique, yet fully compliant in the marketplace. Our case studies range from real-estate and investment property sales to partial or complete business sales, and more, resulting in unparalleled financial outcomes.

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IRS-Tested

Time-tested, IRS compliant strategies

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IRS-Tested

Our unique strategies have been IRS-tested over time and across thousands of participants. We create the right solution for the specific tax challenge, have it reviewed by third parties, and then implement these programs through rigorous process ensuring everything is compliant with US tax law.

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Explore Services

Slideshow Items

  • Insights

    US Winery and Vineyard Sellers Can Lean on the Tax…

    In the US, the federal tax code can benefit owners of businesses such as wineries and vineyards under a real estate investing tool known as Section 1031 exchanges. But another section of the tax code may be even more beneficial—and less restrictive—for both sellers and buyers.

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  • Insights

    The Impact of a Sale Leaseback | Chelsea Mandel

    "A unique combination of real estate and credit" - Chelsea Mandel

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  • Insights

    Generational wealth explained: What it is and how experts say…

    When it comes to building wealth, growing your net worth is half the battle. Building lasting wealth involves creating a plan for how it will be transferred and passed down to the next generation. This is known as generational wealth.

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  • Insights

    1031 Like-Kind Exchange Pitfalls to Avoid

    Good faith efforts are not enough, because lurking in the regulations are numerous procedures that have to be followed to achieve a successful deferred exchange.

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  • Insights

    Passing down financial values

    According to a recent study from Ameriprise Financial, eight in 10 people say passing on their financial values to the next generation of their family is important to them.

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