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Immediate vs. Deferred Annuities

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Tax Reduction Planning

Maximize Savings with Omni 360 Advisors LLC’s Tax Reduction Planning

Welcome to Omni 360 Advisors LLC, your premier destination for strategic tax reduction planning. As a comprehensive one-stop shop combining the expertise of a law firm, accounting firm, and financial advisory, we specialize in reducing your tax liabilities and maximizing savings. Our team of skilled tax attorneys, certified public accountants (CPAs), and financial planners are adept at navigating the complex world of tax laws and regulations. Whether you’re an individual seeking to optimize personal tax returns or a business aiming to minimize corporate tax obligations, our tailored tax planning strategies are designed to align with your financial goals and ensure maximum tax efficiency.

Legal Insight for Effective Tax Planning

Our legal team, part of Shah &  Associates P.C, operating as Omni Legacy Law, offers unparalleled legal insight into tax reduction strategies. With in-depth knowledge of tax laws and regulations, our attorneys provide robust tax planning services, including estate planning, trust creation, and business entity structuring. We focus on legal solutions that not only reduce your tax burden but also ensure full compliance with the IRS and state tax authorities. Our expertise in legal tax avoidance strategies is instrumental in protecting your assets and reducing tax liabilities.

Accounting Expertise for Optimized Tax Reduction

At Omni 360 Advisors LLC, our accounting professionals are dedicated to providing comprehensive tax services. We offer personalized tax planning, preparation, and filing services, ensuring that every financial decision is optimized for tax efficiency. Our accountants excel in identifying tax-saving opportunities, whether through deductions, credits, or strategic financial planning. By staying current with the latest tax code changes, we ensure your financial strategies are both effective in reducing taxes and compliant with the latest regulations.

Comprehensive Financial Planning for Tax Efficiency

Our financial advisory services complement our legal and accounting expertise by focusing on long-term tax reduction strategies. Our financial planners work with you to understand your financial goals and develop investment strategies that are tax-efficient. From retirement planning to wealth management, we offer a holistic approach to financial planning that not only grows your wealth but also minimizes tax liabilities. We believe in a proactive approach to financial planning, where tax reduction is integrated into every aspect of your financial life.


Contact Omni 360 Advisors LLC Today

Transform your tax situation with Omni 360 Advisors LLC. Contact Us to explore how our tax reduction planning services can benefit you or your business. Let us guide you towards financial efficiency and tax savings.

Tom Colitsas

JIM COLITSAS, CPA

NEEL SHAH, ESQ., CEPA, CFP®

LINDA FARINOLA, CFA, CFP©, EA

JOYCE MORRISON

NANCY CROWE, CPA

KYLE ARGENT

HEIDI BRIM

YAN CHEN

LINDA CITARA

CAROL COLLINS

VAIDEHI DAVE

CHRISTINE DEVINOFF

KELLY DITOSTO, CPA

FRANK FERNANDEZ CFP®, EA

BRYAN KATZ CFP®, CHFC®, CLU®, CASL®, RICP®


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

See more
According to Young Investors, Progress Toward Goals Matters Most

Younger and older investors are likely to have different preferences in music, movies, and fashion. ...

See more
Guiding Your Aging Parents Through Life’s Next Chapter: A Strategic Overview

In today’s aging society, many families face the responsibility of caring for elderly parents. This ...

See more