Strategic businesS SOLUTIONS: planning-CREATIVE PROBLEM SOLVIG-Specialized TOOLS AND STRATAGIES
to start scale and exit
Welcome to Pivotal strategies
Our Story
Pivotal was founded to help businesses thrive through creative business tools, strategies, and our ability to see your business through a different lens.
Every business has that pivotal moment where everything changes, and these changes don't happen by accident. To reach this moment it takes the right strategies, team, and action plan.
Our team of educated and experienced professionals may just offer the right tool that helps you create that Pivotal moment in your business.
Our Approach
All business challenges are different, however most solutions arise from a fundamental basis. Our evaluation begins with understanding your business history, current state, and vision for the future. Once a baseline is achieved, we deploy our team to evaluate key indicators, to help generate the targeted strategy that fits your needs.
Once a strategy is in place we will either advise you on the execution, or we will work hand-in-hand to see it through. Every need is different. It is our mission to find the right solution that will create that Pivotal change in your business.
Our Services
BUSINESS CONSULTING
IRS AUDIT MONTORING And Tax Strategy
125 ENCOMPASSING HEALTH PLANS
If you are in need of the following services,
or you are not sure what your business needs, reach out to us so that we can set up an initial consultation:
- Strategic planning: without a map how do you know where you're going?
- Creative tax and funding solutions: Tax Credits are vital for all businesses from 1099's to C-Corporations.
- Business
If you are in need of the following services,
or you are not sure what your business needs, reach out to us so that we can set up an initial consultation:
- Strategic planning: without a map how do you know where you're going?
- Creative tax and funding solutions: Tax Credits are vital for all businesses from 1099's to C-Corporations.
- Business Coaching and Advisors: a fresh perspective.
- Business Start-Up: Got a great idea but not sure what to do next?
- Scaling your business: are you ready to take it to the next level but not sure how?
- Optimizing your operations to improve your bottom line: wondering why you're not profitable?
- Exit Planning: what is your exit plan and how are you going to get there?
- Capital Markets: is your business right for the public sector?
125 ENCOMPASSING HEALTH PLANS
IRS AUDIT MONTORING And Tax Strategy
125 ENCOMPASSING HEALTH PLANS
Are you offering a Section 125 Health & Disease Prevention Program?
Here are just a few key points:
- 24/7 Telemedicine with Zero copay (includes employee's family).
- Limited Benefit Health Indemnity to cover those out-of-pocket medical expenses.
- Pro-active health management program: See 125 page for more details.
- Often reduces taxable income to
Are you offering a Section 125 Health & Disease Prevention Program?
Here are just a few key points:
- 24/7 Telemedicine with Zero copay (includes employee's family).
- Limited Benefit Health Indemnity to cover those out-of-pocket medical expenses.
- Pro-active health management program: See 125 page for more details.
- Often reduces taxable income to your employees, putting more back into their pocket while offering more care.
- Improves Employee retention.
- Saves businesses on average $600-$850 per employee a year in taxes.
- No out-of-pocket cost to the business or employee.
- Option for minimal essential coverage plan for ACA individual mandate to comply in certain states.
- Does not affect any current benefits.
IRS AUDIT MONTORING And Tax Strategy
IRS AUDIT MONTORING And Tax Strategy
IRS AUDIT MONTORING And Tax Strategy
Would you like to know if your going to be audited by IRS a head of time? Get advance notices every time the IRS looks at you or your business.
Some key points:
- Advanced monthly notices to let you know if your being looked at by the IRS.
- Imagine if you know before it happens you may be able to fix the problem and avoid a painful audit.
- Only
Would you like to know if your going to be audited by IRS a head of time? Get advance notices every time the IRS looks at you or your business.
Some key points:
- Advanced monthly notices to let you know if your being looked at by the IRS.
- Imagine if you know before it happens you may be able to fix the problem and avoid a painful audit.
- Only $129.99 set up and $19.99 a month. Cancel any time after the first month..
- Looking for Tax structing and high level for you or your business? Stop paying more and make sure you and your family are protracted.
mORE sERVICES
LIFE INSURANCE
ERC TAX CREDITS
ERC TAX CREDITS
Don't wait till its to late protect your Family or your business. Do you know all the ways you can use Insurances its far more then just there for your family after you pass. Want to learn more about what's best for you?
Do you understand:
- Whole life vs Term and what is better for you?
- Whole Life vs VUL's or IUL's
- Have you heard of using
Don't wait till its to late protect your Family or your business. Do you know all the ways you can use Insurances its far more then just there for your family after you pass. Want to learn more about what's best for you?
Do you understand:
- Whole life vs Term and what is better for you?
- Whole Life vs VUL's or IUL's
- Have you heard of using insurance to essentially becoming your own bank and want to know how that works?
- What is Key Employees insurance and how does it work? Do you need it?
- What is mortgage protection Insurances? How do they work and do i need it?
- What is an Annuity?
- What is Long Term Care Insurance?
- Need a Guaranteed issue insurance?
- Reach out we will teach you what you need to know and get your Strategy in Place.
ERC TAX CREDITS
ERC TAX CREDITS
ERC TAX CREDITS
Employee Retention Credit, or ERC allows companies that qualify a tax credit up to $26,000 per W2 Employee for 2020/2021.
It was setup in 2020 as part of the CARES Act to help support and reward companies that were able to stay open during the COVID-19 pandemic.
A few key points:
- The ERC is still available, but time is running out and i
Employee Retention Credit, or ERC allows companies that qualify a tax credit up to $26,000 per W2 Employee for 2020/2021.
It was setup in 2020 as part of the CARES Act to help support and reward companies that were able to stay open during the COVID-19 pandemic.
A few key points:
- The ERC is still available, but time is running out and it could end any day.
- All of our filings are done by CPA's and licensed professionals.
- We only charge flat fees, if you qualify. It costs you nothing to find out.
- Even if you got a PPP or EIDL you may qualify.
- Were you told you don't qualify due to revenue? You might. About 75% of the companies that we work with, were told that they don't qualify.
- Our team specializes in unique tax and business programs to better run your business.
- We only work on specialized tax programs so we can work well with your current tax professionals.
- Our process only takes 3-5 business days if all of your documents are ready.