50+ years of experience
Jeffrey Masten Asset Protection Attorney

This is how TAXMAX Review Works:

Fill out the contact form to receive a brief application. Complete the application provided and submit it to Ben Schwefel at bschwefel@mv-lawyers.com at 714-384-0580.

Upon acceptance of the Application and payment of the $5,000 fee. TAXMAX will provide applicant with a brief Questionnaire and Document Request Form to fill out and send it. We strongly suggest that these items be returned by Fed Ex or secure e-mail.

TAXMAX will review the documents and Questionnaire and then set up a three (3) hour conference with Jeff. Ben and Brad or a senior CPA of his firm with the Applicant at the TAXMAX Conference Center located at 695 Town Center Drive. Suite 700, Costa Mesa, CA 92020.

A final Memorandum will then be sent within seven (7) working days of the Conference to the Applicant in review and summary of the Conference. The Memorandum will contain specific recommendations and comments relative to the tax review and analysis discussed during the Conference.

TAXMAX guarantees that review can result in at least a $10,000 tax savings.
Meet Our Tax Experts
Jeffrey Matsen
Senior Tax Attorney
Partner and Of Counsel Attorney at Bohm Wildish & Matsen, LLP. With over 50 years of experience, Jeff, author of several tax and asset protection related books, understands how to leverage new tax savings opportunities like few in his industry.
Brad Hail
CPA
Managing Director of Hall & Company CPAs in Irvine. Brad is actively involved in all aspects of all firm clients and their businesses. He has over thirty five years of experience in public accounting.
Ben Schwefel
Tax Attorney
Associate Attorney at Bohm Wildish & Matsen, LLP. Ben is incredibly sharp and well-connected. He utilizes creative cutting-edge techniques centered around saving clients an enormous amount of money on taxes.
- FILL OUT APPLICATION
- TAXMAX EXPERTS REVIEW
- SAVE $10,000+ ON TAXES

