Entrepreneurs! Save taxes. Grow your business. Protect your family. Now one team looks at all of it.
For business owners and families tired of piecing it together from five advisors and a search box.
For decades, IBMC and its principals have served as personal business managers for clients in entertainment, the arts and healthcare. Our staff and network include every professional a business needs to grow and succeed.
Our flagship offer for families is the Tax Reduction & Business Growth Plan. You receive a status and health report on your business and family investments as they stand now, a plan to reduce your current income tax burden, and a strategy to grow your current income and your business's ultimate sale value. We start from your last tax return, check every idea against your actual numbers, and stay with you until each step is done.
You will also know where you stand with the IRS. We prepare the tax returns for every member of your family, and we stand behind our work: if the IRS writes, we answer the letter.
Four steps, starting from your last return
01 · Start with your return
Your last return is all we need to begin. It shows us your taxes and your business. No organizer, no questionnaire.
02 · A plan checked against your numbers
We screen proven tax strategies and pick the 4 to 7 that fit you. Each one shows what it saves, who handles it, and the deadline.
03 · Your growth, strategized
We pick 3 to 5 key numbers for your business, like monthly sales, profit margin and new customers, set a target for each, and strategize your growth with you.
04 · Every year, on time
A mid-year check-in, and tax returns for every member of your family. If the IRS writes, we answer.
How we check our work
Every number traces to a document, our workpapers agree with your return, and a second person reviews everything. Ask for our list of checks.
Business arrangements, priced separately
Arrangements for your business are negotiated separately. We offer more than 100 services for businesses, so we first scope what yours needs, then agree on a fair price for the value.
Answer a few quick questions and we will send you the details that fit you.
Include one tax answer you found online, and we will check it free.
Start with your last return.
It shows us your taxes and your business. Bring it to a first meeting with Martin.
Intelligent Business Management Corp and Intelligent Family Office Group do not provide legal advice, audits or expert opinions; those come from your lawyer and your accountant. This is general information, not tax or legal advice for your situation.