The Business Owner’s Strategic Playbook

Growth. Succession. Exit. Maximize What You’ve Built.

You’ve worked hard to build something valuable.

But if your planning is reactive — you could be leaving millions on the table.

This playbook reveals how the ultra-wealthy treat their business— and how you can now access the same level of strategic planning through a Virtual Family Office.

DOWNLOAD THE PLAYBOOK

    What You’ll Discover Inside:

    This isn’t a generic guide written for the masses.

    It’s a playbook used by smart business owners who want to maximize what they’ve built.

    Our Services for Business Owners

    Tax Planning

    Custom strategies to lower your taxes and increase your savings.

    CFO Services

    Optimize your financial management with expert guidance on cost reduction and growth.

    Expense Reduction

    Identify unnecessary expenses and implement strategies for tax savings.

    Tax Compliance

    Stay ahead of IRS regulations to avoid penalties and ensure smooth operations.

    What Our Clients Say

    Hortencia Torres At Global Tax is absolutely brilliant. She knows the laws inside and out and will do better for you than anyone else could ever do. The staff is friendly and helpful. Hortencia is a tax genius and the ultimate professional. You will never want or need to go anywhere else!
    Sheila Surdu
    Sheila Surdu
    2020-10-02
    Lindo lugar, muy cómoda para las reuniones y la atención muy buena...gracias por sus consejos y trabajo Global Taxes
    Mila Quispe
    Mila Quispe
    2020-08-28
    Durante varios años tuve malas experiencias al preparar mis taxes, hasta que encontre a GLOBAL TAXES, gracias a ellos no he vuelto a tener observaciones del IRS y he podido solucionar mis problemas. Buena atención y mucha paciencia para enseñarme los pasos a seguir...buena relación precio y servicio. Gracias Global Taxes!!!!
    Jorge Rojas
    Jorge Rojas
    2020-08-28
    I have been working with Global Tax and Hortencia Torres for almost a decade and I am absolutely appreciative of their expertise, responsiveness and professionalism. I know they have assisted me with attaining my optimal tax position, which is greatly appreciated. The customer service is excellent and they tailor their approach to each individual. I greatly appreciate Hortencia’s experience, knowledge and directness. She is the ultimate tax professional!!! Many thanks, Hortencia!
    Andrew Mac
    Andrew Mac
    2020-07-21
    Excelente atención! Yo tengo varios años haciendo nuestros taxes con este grupo y puedo asegurar que su trabajo es impecable. Son confiables y muy atentos; la comunicación es constante con los clientes. La atención puede ser en inglés o español. 100% recomendados!
    Vanessa Nieto
    Vanessa Nieto
    2020-04-09

    Unlock your business potential

    At Global Group, we simplify your financial strategy to help you keep more of what you earn. Whether it’s optimizing taxes, managing expenses, or creating a growth-friendly financial plan, we’re here to guide you every step of the way.

    Now and start maximizing your business success.