Q Tax Plan

You have Taxes. We have Solutions.

Forbes Fact

Did You Know?

95% of business owners pay more federal income tax than they need to.

Expert Tax services

Industries We Help

✓ Real Estate Investors
✓ Insurance Agents
✓ Manufacturing
✓ Corporations

Navigating CPA Challenges

Red & Green Light CPAs

Planning around income instead of overall assets can create a safer and more predictable retirement.

Red Light CPAs

✓ Red Lights are the no no’s in the tax code.

✓ Red Light CPA’s will put an emphasis on defense with the prime objective of avoiding an audit rather than reducing your taxes.

Green Light CPAs

✓ Green Lights are the sections of the tax code we can legally take advantage of in order to legally and ethically pay as little tax as possible.

✓ Green Light CPA’s will take advantage of every legal strategy available to reduce your taxes.

get to know us

Certified Tax & Business Advisor

Q Financial & Insurance Solutions has over 40 years of experience in financial services and holds multiple professional designations. He helps clients create tax-free retirement income, save on taxes, and access tax-advantaged cash for personal and business expenses.


Through our partnership with Excel Empire, we are uniquely positioned to work with you and your business to show you how to keep money that you are paying to the government, efficiently use it to increase revenues, enhance the value of your business, and ultimately, create tax-free income for your retirement.

when you get a second opinion

Receive a FREE Copy of Kevin Brunner’s Book

“How to Beat the IRS, Legally: The CTBA Guide to Paying Less Tax”

Talk to a financial representative now: +1 (800) 694-5133

* By contacting us, you may speak with a licensed insurance agent and be provided information about insurance.

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