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How much are you overpaying in taxes in 2023?  Find out now!

Find Out With Our Free Tax Savings Assessment!

Sign Up For A Meeting Now!

While most business owners just pay their taxes, they miss out on making a plan and identifying how to properly save on their taxes.
Don't let this be you.

What is
"Zero Tax Advisory"
and how would
it help me?

The number one reason most small business owners and real estate investors overpay on taxes is that they are working with a Tax Preparer, NOT a Tax Planner!

We help real estate investors and small business owners permanently reduce taxes and grow wealth through a process called ‘zero tax advisory’, empowering them to more efficiently achieve—and surpass—their financial goals.

When was the last time your CPA came to you with an idea on how to save you money on your taxes? Not all CPAs and accountants are well educated in tax planning strategies.

Most are only focused on compliance/tax preparation, BUT DO NOT dig deep into the tax code to find their clients the tax savings they deserve.

As a Tax Planner I provide our clients with specific tax strategies according to their unique circumstances. Through the discovery phase I help uncover hidden tax deductions and loopholes that other CPAs don't know about.

Shore Financial Works With
You to Help Rethink Your Taxes.

Joe Vecchio, CPA, CFP® , PFS/CPA, MBA is a proven tax professional geared to help assess the key tax savings possible for your industry and business setup. When it comes to saving money on taxes, Shore Financial has got it down to a science.

What Does Shore Financial Do to Help You Save on Taxes?

  • Observe and correct the most Commonly Missed Deductions we encounter
  • ​​Offer Niche & Industry Specific Strategies
  • ​​Take Advantage of Cost Segregation
  • ​​Offer advanced tax strategies you can take advantage of
  • ​​​Break down New Tax Legislation (TCJA, CARES, FFCRA) and use it to your advantage

So Why Choose Us?

Unlike most accounting and tax firms, we don't offer one identical strategy to all of our clients.  We understand that everyone's business and finances are not the same, so why should their plans be?  At Shore Financial we tailor our advice to our customer.  We ensure the tax strategies we implement help you save the most money possible, not what's easiest for us.

Sign Up Now For Your Free Tax Consultation!