James Morris
408-828-1998
jamesmorris@defertax.com
Investment Advisor Representative
CRD#8124758
Real Estate Broker
DRE# 01925322
B-General Contractor
CSLB #970510
I am here to help Real Estate Investors, Homeowners, and High-Income Earners avoid/defer paying taxes on their hard-earned money.
You know the old saying: "Nothing is Certain in Life but Death and Taxes."
Well, there is nothing I can do about the death part — but I can sure help you avoid the taxes.
I have experienced the Real Estate, Construction, and Tax Deferral Business for over 35 years. During this time, we have developed over 20 core strategies to help you avoid/defer taxes.
This is what we do here at Defer Tax / Equity Advisors:
Our goal is to provide the highest possible return within the appropriate risk profile for the client, and to make sure each and every client is completely satisfied.
Check out some of the links above to learn more about these strategies we here at Defer Tax have developed.
Investors get rich by learning how to invest. They stay rich by understanding how to reduce or defer taxes.
We teach investors like you how to keep what they’ve earned working for them!
Click Below...
At DeferTax, we specialize in comprehensive Tax Strategy and Tax Planning to help you achieve Financial Freedom through effective Tax Minimization. Our team of Financial Advisors and Tax Experts is dedicated to providing tailored Tax Solutions that include Estate Planning, Investment Strategy, and Business Tax consulting. With our expertise, clients can maximize Tax Savings, enhancing their Wealth Management and paving the way to smarter Money Management.
Our services are designed to optimize every aspect of your financial life, focusing on Tax Efficiency and Tax Optimization to reduce your liabilities on Homeowner Tax, Real Estate Tax, and Capital Gains. Whether you're looking for Financial Planning advice, Retirement Planning, or simply seeking ways to decrease your tax burden, DeferTax offers the Tax Reduction strategies that can help you maintain more of your hard-earned money. Trust us to guide you towards a more prosperous financial future.