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Book a meeting
Thirty minutes with Martin, starting from your last return.
Martin reads your return with you and names the two or three strategies most likely to save you money this year. You leave with a short written note of what he found, whether or not you work with us.
What happens in the meeting
We look at your last tax return together: your taxes, your business, and where the money is going. Martin tells you plainly what can still be done this year and what has to wait.
What you leave with
A short written follow-up: the strategies that fit you, what each one could save, and who would handle it. It is yours to keep.
Why one team
For decades, IBMC and its principals have served as personal business managers. Every number traces to a document, and a second person reviews everything.
See if you qualify for a meeting
Five quick questions, then pick your time.
Meetings are 30 minutes. Your answers let Martin read up on you before you talk.