- 261 N University Dr Suite 500 Plantation, Florida 33322
- 754-248-9760
- info@incomegrowthtaxes.com
- Mon - Fri : 09.00-17.30
- 754-248-9760
- Mon - Fri : 09.00-16.00
We understand that tax planning and insurance strategies go hand in hand. As a licensed CPA and Series 215 insurance professional, we offer integrated solutions that help individuals, business owners, and high-income professionals protect their assets, optimize tax efficiency, and secure their financial future.
Our approach focuses on using life insurance and succession planning strategies to reduce tax liabilities, protect business continuity, and support wealth preservation—all while ensuring compliance with tax laws and regulations.
We provide strategic insurance solutions that complement your overall tax and financial goals, ensuring your business and family are financially secure.
For business owners, having a well-structured succession plan is essential to protecting your company’s future. We work with business owners and partners to create tax-smart strategies that fund buy-sell agreements and provide a seamless transition in the event of retirement, disability, or unexpected death.
Ensure smooth ownership transition without financial strain.
Protect your company against financial losses from the death of a key executive.
Structure agreements to align with IRS tax guidelines and maximize benefits.
Rewarding and retaining key employees is critical for business growth. We help business owners and corporations implement executive bonus programs that provide tax-efficient compensation incentives while benefiting both the company and its executives.
Use life insurance as a tax-deductible employee benefit.
Structure plans that defer income taxes while providing long-term benefits.
Leverage life insurance as a strategic financial tool.
We integrate life insurance planning with tax-efficient wealth management to ensure our clients maximize savings while securing their financial future.
Most financial professionals focus solely on either insurance or tax planning, but at Income Growth & Taxes LLC, we take a holistic approach. With expertise in tax law, IRS compliance, and insurance planning, we ensure that every insurance strategy aligns with your financial goals and maximizes tax efficiency.
We structure policies to minimize tax burdens.
Plan for the future while protecting your legacy.
Implement employee benefits with confidence.
Wealth preservation strategies that secure long-term success.
If you’re a business owner, executive, or high-income earner looking to integrate life insurance, tax planning, and business continuity strategies, we’re here to help.
Schedule a Consultation Today and discover how we can align your tax strategy with insurance-based solutions to protect your assets, business, and financial future.
Jennifer with income growth and taxes is just amazing! My accounting firm has utilized Jennifer for tax preparation service and the work quality is exceptional! She is very knowledgeable with tax rules and regulation, professional, and responsive! I will continue to refer all accounting clients to Jennifer to tax services.
Jennifer was great to work with on our rental property. She is knowledge, thoughtful, and concise. We will continue to use her on all of our accounting and tax needs. I truly appreciated her responsiveness, as time Was of the essence in my situation.
I highly recommend Income Growth and Taxes LLC for any accounting needs. Jen is professional, efficient, and always takes the time to explain things clearly. My clients have been consistently impress with her expertise and attention to detail. If you are looking for someone you can trust to handle your finances, Income Growth and Taxes LLC is the one to go!
