I am not usually one to put something in writing but when it comes to the Gravity Wealth Group, I am happy to share what this relationship means to me. As a small business owner, I focus on what I know best and for me that is excavation and giving my clients exactly what they expect from. For far too many years as a business owner, I just thought taxes were things that somebody else knew about and that I couldn't be informed or even understand or question my CPA. After meeting with Matt and the gravity wealth team, I recognized it is very important to ask the right questions. Within 15 minutes Matt and his team found $9,000 worth savings just by looking at my tax returns. I wish I had employed their services earlier as I know I would have saved hundreds of thousands of dollars. I then followed up with Matt and asked him to look at my retirement plans. He looked at my plans and gave me some things to go back and look at with my advisor. Matt could have asked to implement these strategies, but he shared my advisor had me on the right track and that he (Matt) enjoyed championing me his client. I have since referred many others to the gravity wealth group and they have all had great things to say about their interactions with the Gravity Wealth Team. I recommend Matt and his team to anyone who needs help in business, investing or taxes. Of the many benefits I have received from Matt, having someone who takes the time to know what is important to me is the number one reason, I think he is so successful in helping each of his clients. Matt does not get buried in the details or strategies, he is constantly looking out for my best interest and that is priceless.

My name is Jason and I've been running and growing businesses for nearly 20 years...always knowing that as I grew I was paying way too much in taxes, but never feeling like there were any other options. And being the type of guy where integrity and honesty mean more than anything to me, doing anything unethical or illegal was out of the question. So, to say I was trapped is an understatement. Then about four years ago, I was introduced to the concept of proactive tax planning through Matt Pearson and his team. The savings were so big the first year I was a little worried it wasn't ethical. But after thorough questioning and due diligence I realized that not only was it legal and ethical but that I was following the IRS code far better and closer than I ever had before when my CPA just filled out forms that I gave him the information for. Now a professional tax strategist was not only looking over my stuff but helping me plan the future in an optimal way. The savings continued to grow as did my business and I'm able to save, spend and give more than ever before due to the fact that I'm actually keeping more of the money I earned...imagine that! As we've grown, I've also been introduced to more of the team and resources that Gravity Wealth Group have access to and they really are connected to some of the best estate planning attorneys and resources in the country...I am sure of that. Some of their strategies to reduce taxes for the ultra-wealthy have been also helpful for me and are just plain simple and amazing. The thing I like most about the Gravity Wealth team is how they pair me with professionals that are of the caliber and level that I need. All the while I know that Matt and the team are championing my family's personal and business goals and objectives. Meeting Matt and the Gravity Wealth Group team has not only help me grow my business it is help me make a better future for my family. My only regret is that I didn't meet them sooner.

When I went to sell my company, the biggest roadblock was the depreciation recapture and taxes in general. Met with four different CPA's and all were meaningless. Then one meeting with the Gravity Wealth Team and all problems solved. They immediately brought value to the table with multiple tax saving strategies. Since selling my business, I have ventured out into another business and once again using Matt's team to save money. During this time, I have used my savings to build a pretty nice portfolio of rental properties and using one of the CPA's I met during this whole process to help me build this company with tax savings in mind every step of the way. I am thankful for the Gravity Wealth Group, Tax Strategy Pro and all they have and continue to do for me and my family, my only regret is that I did not engage them sooner.