CPA Due Diligence

For all advisors, Investors, and business owners that value their time and money

For over a decade the CPAs, Attorneys, and Financial Professionals at CPA Due Diligence have vetted systems which save business owners and investors time, money, and risk. These best-in-class systems have no upfront cost to either a business owner or their advisors.

Increase your business profits with best in class systems which less than 1% know about.

Tell us which of our Solutions are your Interested in Learning more about

Work or Partner with US

Tax and Financial Professionals

Media, ORGanizations, and Institutional Investors

Business Consultants & Investors

CPAs and other Financial professionals understand the systems and solutions and help their clients implement them, at no cost to the tax professionals. This way they can offer more value to their clients.

Business Consultants & Investors

Media, ORGanizations, and Institutional Investors

Business Consultants & Investors

Attorneys, M&As, Commercial Insurance, Recruiting, etc.

We add value to all business relationship with wealthy B2B and HNWI clients, at no cost to the advisor.

Media, ORGanizations, and Institutional Investors

Industry Focused Publications or Media, Nonprofits and Foundations and Hedge Funds, Private Equity, etc.

We have partnerships with organizations and institutions that can amplify the positive impact of our organization.

Reduce Business Risk & Increase your Profits & Net Worth

15% more ERC Stimulus, No Upfront Fees & Get Paid in 1 Month

Our CPA Due Diligence community evaluated the top 10 CPA ERC firms.

The winning ERC CPA firm :

Processes over 1,000 3rd party ERC clients monthly including those of a hedge fund.
Clients earn 15% more ERC refund. Why? Our ERC CPA firm uses the MOST PRECISE calculation possible (by employee per hour) for allocating both ERC and PPP. Other ERC providers (& payroll companies) use a less precise calculation when coordinating the ERC qualifying period & the reported PPP Covered Period.
Competing ERC firms charge 154% more (23% more interest) factoring in Inflation and the Time Value of Money. See pages 2 and 3 to see the math and explanation.

Reduce Income Taxes 70% every year

For Successful Businesses and Affluent Individuals.

Eliminate the Fiduciary Risk & Class Action Lawsuit of a 401k.

In California, a Class Action lawsuit on a 401k can be started with 6 aggrieved employees.

ERISA attorneys can go back several years to find those 6. Any employee ever leave your company on less than ideal circumstances?

Ever turn down any employee requests for financial support / hardship?
We can terminate your 401k plan and roll in into a Simple IRA Employer sponsored plan that pays a 5% bonus for 8 years to employees in addition to the return. Employer has no fiduciary liability and No administrative fees.

Google CalSavers.com - in CA you must offer employees a voluntary retirement plan or pay a DOL fine.

50 employees or more? as of June 2021 failure to comply with CalSavers.com generates a $8,000 Dept of Labor fine per employee by the end on 2022.
5 employees or more? (only 1 has to be in California) and you too have to comply with CalSavers.com as of June 31, 2022.
We enable you to abide by CalSavers with No Net Cost to an Employer.

Save $500 in FICA per FT employee & guaranteed to issue IUL life policies for employees at no net co

Sell your Life Insurance Policy & Keep your Death Benefit

We purchase life policies with any cash value amount.
We have NO Age or Health Restrictions.
Our turn around is 2 weeks.
The Insured Keeps a Death Benefit.
Our competition buys the Death Benefit from insured people age 65+ in poor health.

Zero Capital Gains Taxes on 1st $10 million in a Business Sale

IRC 1202 : Each business owner is exempt from paying capital gains tax on their first $10 million of sales proceeds in a qualified business...Google it. So if there are 3 business owners it is $30 million. Investors like ourselves only pay Capital Gains Taxes after our return exceeds 1,000% capped at $500 million.

Find out more re IRC 1202

Howard Francis, CEO (650) 449-6888 Howard@CPAddc.com

Victor Mojica, President (408) 314-3017 Victor@CPAddc.com

Our 3 free eBooks total over 800 pages: ProfitsUSA.com GeniusPaymentSystem.com How to Get 20% More ERC Refund in 1 Month

For over 10 years, our elite community of Attorneys & CPAs has completed Due Diligence on many cost-saving, tax mitigation, and wealth creation solutions. Most of our vetted solutions have NO NET COST and 100s of client references. CA Lic # 0812340

Copyright © 2022 Santa Cruz Ventures Inc. - All Rights Reserved. This reading material presented the understanding and agreement that SCV Inc. is not engaged in rendering legal or other professional services by posting said material. US Treasury regulations require us to inform you that any US federal tax advice contained herein is not intended or written to be used and cannot be used by any person or entity to avoid penalties that may be imposed under the Internal Revenue Code. The services of a competent professional should be sought if legal, accounting, tax, or expert assistance is required.

A CPA Due Diligence community Vetting best-in-class Financial Solutions

For all advisors, Investors, and business owners that value their time and money

Our 4 free eBooks total over 800 pages

Work or Partner with US

Tax and Financial Professionals

Media, ORGanizations, and Institutional Investors

Business Consultants & Investors

Business Consultants & Investors

Media, ORGanizations, and Institutional Investors

Business Consultants & Investors

Media, ORGanizations, and Institutional Investors

Media, ORGanizations, and Institutional Investors

Media, ORGanizations, and Institutional Investors

Reduce Business Risk & Increase your Profits & Net Worth

15% more ERC Stimulus, No Upfront Fees & Get Paid in 1 Month

Reduce Income Taxes 70% every year

Eliminate the Fiduciary Risk & Class Action Lawsuit of a 401k.

Google CalSavers.com - in CA you must offer employees a voluntary retirement plan or pay a DOL fine.

Save $500 in FICA per FT employee & guaranteed to issue IUL life policies for employees at no net co

Sell your Life Insurance Policy & Keep your Death Benefit

Zero Capital Gains Taxes on 1st $10 million in a Business Sale

A CPA Due Diligence community Vetting best-in-class Financial Solutions

For all advisors, Investors, and business owners that value their time and money

Our 4 free eBooks total over 800 pages

Work or Partner with US

Tax and Financial Professionals

Media, ORGanizations, and Institutional Investors

Business Consultants & Investors

Business Consultants & Investors

Media, ORGanizations, and Institutional Investors

Business Consultants & Investors

Media, ORGanizations, and Institutional Investors

Media, ORGanizations, and Institutional Investors

Media, ORGanizations, and Institutional Investors

Reduce Business Risk & Increase your Profits & Net Worth

15% more ERC Stimulus, No Upfront Fees & Get Paid in 1 Month

Reduce Income Taxes 70% every year

Eliminate the Fiduciary Risk & Class Action Lawsuit of a 401k.

Google CalSavers.com - in CA you must offer employees a voluntary retirement plan or pay a DOL fine.

Save $500 in FICA per FT employee & guaranteed to issue IUL life policies for employees at no net co

Sell your Life Insurance Policy & Keep your Death Benefit

Zero Capital Gains Taxes on 1st $10 million in a Business Sale

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