Richmond Solutions

Strike Tax Advisory, based in Boise, ID, is a specialized team focusing on R&D tax credits and the Employee Retention Tax Credit (ERTC). Their expertise lies in assisting companies in leveraging these benefits to support ongoing business growth. With a dedicated team well-versed in R&D credits and ERTC, Strike Tax Advisory aims to help businesses navigate the complexities of claiming these tax credits effectively. Their approach is designed to empower companies to maximize their eligible tax benefits. Generated from the website content

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients achieve their long-term financial goals through wealth management, investment management, retirement planning, trust and estate planning, taxes and insurance. We also provide consulting, tax, financial and technology services to business clients. Our services are delivered by a team of CERTIFIED FINANCIAL PLANNER® professionals, CPAs, estate planning attorneys, insurance specialists, business consultants and more. All this expertise is in-house to help ensure your entire financial picture is working as hard as it can, day in and day out. And Creative Planning is a fiduciary, which means all recommendations are in our clients' best interests.