Key Account Management Products
We revolutionize tax/ business management for high-net-worth individuals by blending federal accuracy with tailored service. Our team of Account Management Advisors provides exceptional support, drawing on deep expertise and up-to-date knowledge of tax regulations.
Tax Management Accounts: Designed for U.S. taxpayers looking to streamline their tax management year-round. This account allows you to receive quarterly tax dividends, similar to annual refunds, based on available credits and refunds.
Business Management Accounts: Created for business owners who need expert assistance in optimizing their business operations.
Financial Management Accounts: Perfect for individuals aiming to manage their finances strategically with guidance to enhance their financial status through specialized products and services.
Financial Management Accounts For Construction Workers
Our Financial Management Accounts equip construction workers with the essential tools to secure their financial future. We offer high-interest savings, insurance options, and financial planning services to help you effectively manage, save, and invest your income.
Real Estate Investments: Grow your wealth through accessible real estate opportunities.
Quarterly Income Benefits: Enhance your earnings with tax advantages at the state and federal levels.
Second Stream of Income: Establish a reliable passive income stream alongside your primary job.
Living Benefits Life Insurance: Safeguard your family and yourself with comprehensive life insurance that provides benefits while you’re still living.
Business Management Accounts For Real Estate Agents
Real estate agents need more than just a standard account—they need a financial partner that understands the demands of their business. Our Business Management Accounts help you manage operations efficiently, offering tools to track expenses, manage cash flow, and find ways to increase revenue. With added products and services, we help you retain and gain clients, ensuring your business thrives.
All-Inclusive Benefits For Management Accounts
- Income and deductions are calculated throughout the year (Systematic Tax management )
- Save money on costly tax preperation/CPA fees
- Quarterly dividend/Priority refund-receive tax returns before tax refund release date
- Tax Resolution
- Tax Compromise
- Tax Relief
How Can We Help?
To learn more about U.S. Tax Institution we can help you to develop a cohesive, prudent strategy to confidently pursue your lifestyle and tax goals, schedule a complimentary phone call with one of our experienced advisors.