Our Team wishes you knew how much we all care about your success.

Featured Product of the Month:

Tribal Nations Tax Credit

~ They provide a dollar-for-dollar reduction in Federal Income Tax liabilities.
~Clean Credits: Free from income or other traditional credit limitations
~ Versatility: Available to business, individuals, partners, or shareholders of passthrough entities.
~Five-year Carry Forward: Unused credits can be carried forward, maximizing their value over time.

Currently these credits are selling at $0.60 per $1
Minimum purchase of $60,000 (or $100,000 Federal tax liability)

Please set aside time for a 5 minute phone call prior to a zoom meeting with our client. Your CPA is encouraged to join.
Click the Button below:

An Exciting Staple program that is sweeping across the country:

Substantially lower your business overhead cost while simultaneously offering your employees a superior add-on benefit that will enhance your company by:

- Offering desirable important key programs to attract & keep Top Talent with superior add-on benefits.

- With absolutely NO changes to your current group benefits.

- Huge employee retention rate increase.

- Greatly enhancing the value of your company by greatly lowering operating cost.

- No net cost increase to either employer or employee.

- Truly taking care of your employees & their families far above all expectations.

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Our vetted & tested team of consultants and affiliates range from:

CPAs ~ Attorneys ~ Insurance Specialist ~ Financing ~ Tier 3 Merchant Service Providers ~ Tax Reduction Strategy Planning ~ Capital Gains ~ shipping cost savings ~ Automation & Transfer Tax Planning

JB Holt, LLC aligns with Lifetime Advisors LLC, Crossfire Inc., CBI,  Lifetime Navigators LLC and others for many services related to Tax Strategy, Planning, Credits and other niche areas.