Creating Wealth & Reducing Taxes

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With a blend of personal service and expertise, K.A. Lindow CPA offers services for business owners, executives and independent professionals looking to create wealth and reduce taxes. Experienced, friendly and affordable we deliver measurable results.

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  • CFO Services 

    Insights For A Better Understanding Of Business Financials
    Budget Preparation & Monitoring
    Profitability Analysis & Tax Saving Strategies
  • Self Directed 401k

    Take Control Of Your Retirement Assets
    Be In Charge Of Your Retirement Investing
    Leverage Your Retirement Funds
  • Rollover Business Startups

    Purchase Stocks Using Your Retirement Account
    Set Up New 401k To Purchase Shares In Your Business
    Start A New Corporation

Self-Directed 401k Plan

Self-Directing your own retirement funds with a personal 401(k) permits you to invest in any asset that you choose i.e. real estate, private loans, tax certificates, virtually anything and puts you in control of the investments and your funds. Can be structured for tax-free or tax-deferred income.

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Sell Your Business Accounts Receivables to Your 401(k) Plan

Sell your businesses (personal property) accounts receivable to your personal 401(k) plan. This is the fastest way to build up retirement assets! Current customer earn between 30% - 120% annual rates of return without commission and fees. Can be structured for tax-free or tax-deferred

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Roth 401k ROBS Business

Start or buy a business of your own with your 401(k) retirement assets. Become an employee in your own 401(k) owned business, taking a salary as compensation with fringe benefit. Can be structured for tax-free or tax-deferred sale of the business for your 401(k) retirement plan.

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Qualified Small Business Stock

Start or buy your own business (not service, financial, R/E or lodging, etc.) with a QSBS. Earn a salary and receive fringe benefits. Grow the business rapidly then sell it for a tax-free profit of $10 million. Must keep the business five years. These are your own private funds spendable at any age.

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Turbo Growth Management with Analytic Growth Metrics

Use a proven Inc. 500 system that grew a business over 1985% over four years. Develop an operationally excellent management team. Link this with Z BIZ FIX that measure actual results monthly against high growth standards. The business will actually tell you what to fix to produce consistent high-growth and profitability.

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Z Biz Fix

Evaluate your business and receive a score that indicates its business health. Then use the ratios to change your business to get and keep it farther and farther away from bankruptcy with a formula that has been proven over the years to be 80% accurate. Turn a business around fast focusing on what ills it, just like a doctor to create a healthy fast growing business.

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Financing for Real Estate and Business Investing

Develop a financing presentation that any financing source would love to receive. Have prequalified sources provided to you for financing that meets your requirements. These sources include both banks and private lenders. Obtain innovative ways to structure your financing to give you maximum tax benefits, financial leverage, and creative repayment methods and structures.

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Tax Due Dates