The Role of Tax Planning in Business Growth: Why It Matters
In the world of business, every decision impacts your bottom line, and tax planning is no exception. It’s not just about staying compliant with laws;
STRENGTH IN STRATEGY, SOLUTIONS IN FORTITUDE
Providing the best business planning for business owners
We understand that running a successful business requires not only dedication and hard work but also a well-crafted and strategic business plan.
GET AN INSTANT SOLUTION FROM US
Secured Planning
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Undertaking Risks
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Insurable Interest
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Financial Help
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About Us
Fortitude Strategic Solutions is a boutique advisory firm specializing in comprehensive financial planning, real estate investment and financing. We serve as fiduciaries to institutional investors, family offices, and high net worth syndicates across the United States. Our approach combines a millennial “disruptor” mentality with a deep understanding of the financial markets.
Our core services encompass estate and legacy planning, retirement planning, risk management, education planning, and private lending consultation. We are committed to building enduring client relationships and simplifying the loan process, ensuring the financial well-being and success of our clients.
80
Years Of
Combined Experience
Certified Team
With a wealth of knowledge and experience, our professionals are at the heart of our success in providing strategic solutions to businesses.
Trusted Company
A trusted company, is dedicated to delivering unparalleled strategic solutions. With a solid track record, a team of certified experts, and an unwavering commitment to ethical practices.
WHAT WE OFFER
Serving And Providing Your Best Interests
For Individuals and Families
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For Businesses
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Small Business Financing
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Commercial Lending
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Serving And Providing Your Best Interests
WHAT WE OFFER
- Tax Planning
- Strategic Planning
- CFO Consulting
- Exit Planning / Valuation / Acquisitions
- Loans and Capital Advice
- Family Office
- Estate Planning
- Strategic Philanthropy
- Wealth Management
- Accounting Services
We provide innovative business strategies and consulting services to empower organizations, optimize operations, and achieve sustainable growth.
Your Needs, Our Expertise
Your challenges drive our solutions, blending innovation and strategy to meet your unique business needs. With our expertise, success is within your reach.
FAMILY OFFICE
We handle your financials so you can focus on what matters most. From tax and estate planning to budgeting and strategic philanthropy, we simplify complex tasks and protect your legacy. Our services also include wealth management through Fortitude Strategic Solutions helping you grow and sustain your success with expert investment analysis and market monitoring.
EXITS
We offer tax planning to maximize capital, strategic planning for future readiness, and CFO consulting to enhance financial management. Our exit planning and M&A services ensure smooth transitions, while our family office simplifies finances. Additionally, we provide estate planning and wealth management through Fortitude Strategic Solutions to grow and protect your assets.
ESTABLISHED COMPANIES
We offer expert tax planning to maximize capital retention and navigate tax laws. Our strategic planning shapes your business’s future with tailored strategies. Through CFO consulting, we provide financial insights and risk management. We also specialize in exit planning, valuation, acquisitions, and loans and capital advice to support growth and secure funding.
GROWTH COMPANIES
Fortitude Strategic Solutions offers expert tax planning and strategic planning to guide your business’s future. Our CFO consulting strengthens financial management, while we assist with exit planning, valuation, and acquisitions. We also provide loans, capital advice, and accounting services for growth and informed decisions.
STARTUPS
Fortitude Strategic Solutions excels in tax planning, helping businesses retain capital by navigating complex tax laws year-round. Our strategic planning creates tailored strategies and stress tests future scenarios to ensure your business is prepared. With CFO consulting, we strengthen financial understanding, offering insights on financial planning and risk management to help your company thrive.
Why Choose Us
Serving And Providing Your Best Interests
True Consultants - No Salesman
The financial industry is full of salespeople pushing generic products to earn commissions. However, we’re different. We’re independent and agnostic towards any specific firm, allowing us to create customized strategies that fit your needs. We don’t sell proprietary products or get paid for pushing specific items.
Meat and Potatoes Matter: Our Belief in Quality and Excellence
We believe that lasting financial success requires following time-proven, traditional principles rather than relying on overnight fixes. That’s why we focus our energy on the non-sexy work of building a strong financial foundation.
Client First - Ditch The Suits
Our priority is enhancing your financial situation and quality of life with professional solutions. We invest in elite software for financial planning, taxes, and estate planning, not fancy suits or large desks. We prioritize your fees to benefit you, not superficial items. Our focus is on things that genuinely benefit you, not the financial industry’s superficial nonsense.
Comprehensive Financial Planning
Who’s leading your financial plan? We handle investing, taxes, estate planning, employer benefits, and more, so you don’t have to worry about unintentional tax liabilities ruining your investments. With our diverse experience, we make all aspects of your finances work in harmony for the best overall outcome.
WHY CHOOSE US
Clients Satisfaction is Our First Priority
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Our Happy Customers
(4.5 reviews)
4.5/5
WHY CHOOSE US
Things we believe in
True Consultants - No Salesman
The financial industry is full of salespeople pushing generic products to earn commissions. However, we're different. We're independent and agnostic towards any specific firm, allowing us to create customized strategies that fit your needs. We don't sell proprietary products or get paid for pushing specific items.
Meat and Potatoes Matter: Our Belief in Quality and Excellence
Our priority is enhancing your financial situation and quality of life with professional solutions. We invest in elite software for financial planning, taxes, and estate planning, not fancy suits or large desks. We prioritize your fees to benefit you, not superficial items. Our focus is on things that genuinely benefit you, not the financial industry's superficial nonsense.
Comprehensive Financial Planning
Who's leading your financial plan? We handle investing, taxes, estate planning, employer benefits, and more, so you don't have to worry about unintentional tax liabilities ruining your investments. With our diverse experience, we make all aspects of your finances work in harmony for the best overall outcome.
Client First - Ditch The Suits
Our priority is enhancing your financial situation and quality of life with professional solutions. We invest in elite software for financial planning, taxes, and estate planning, not fancy suits or large desks. We prioritize your fees to benefit you, not superficial items. Our focus is on things that genuinely benefit you, not the financial industry's superficial nonsense.
OUR PROCESS
We Follow Simple Steps To Provide Best Business Planning
01.
Relate Connect with individual or business
One-on-one conversations to explore and determine if there is trust and sincerity in what we do. We do not move forward unless you are completely comfortable.
02.
Evaluate Data Gathering
Fortitude Strategic Solutions gathers facts and data to move forward to the next phase to educate and establish the goal.
03.
Educate, Establish and Goal
Fortitude Strategic Solutions will educate you on all the programs available based on your situation.
04.
Formulate Create a Strategy
We consult with all our partners and formulate a strategy.
05.
Present Playbook in Presentation form
All those involved in formulating the strategy will present to you in presentation form.
06.
Implement, Maintain, Retain Repeat
With your permission, we move forward and implement the plan or program and review updates on a yearly basis.
TEAM MEMBERS
Meet Our Optimistic And Faithful Team
Shamier Choudhury, MBA
CEO and Founder
Shamier comes from a family of financial professionals, where he learned about the value of financial literacy. He has over ten years of experience at not just one, but two Fortune 500 firms. As it relates to culture, Shamier understands that there are different cultural norms that must be taken into account when discussing finances. Shamier is of South Asian descent and is particularly passionate about ensuring his clients can achieve a secure future in order to focus on life’s essentials: Family. In his free time, he enjoys traveling with his loving wife and participating in competitive Brazilian Jiu-Jitsu, where he currently holds a purple belt.
Gary Javier
Senior Partner
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Solutions that Work, Results that Matter
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- Clear Mission and Vision
- Market Research
- Competitive Analysis
- Value Proposition
- Cost Control
- Financial Planning
- Customer Experience
- Risk Management
- Global Expansion
- Continuous Improvement
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Happy Clients
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Satisfaction Guaranteed
CLIENT'S TESTIMONIAL
What Our Clients Says About Our Company
Our Blogs
Our Recent Blogs
How to Prepare for Tax Season: A Step-by-Step Checklist for Entrepreneurs
Tax season can be a daunting time for entrepreneurs, but with the right approach, it becomes an opportunity to optimize your business finances and maximize
Understanding Tax Deductions: What Every Business Owner Needs to Know
Tax deductions for business owners play a crucial role in reducing taxable income and improving overall financial health. Tax planning is one of the most critical
Tax Planning Strategies for Small Business Owners: A Complete Guide
Let’s face it: tax season is like a puzzle no one really wants to solve, especially for small business owners juggling a million responsibilities. But
Common Challenges in Business Succession Planning and How to Overcome Them
Succession planning is a critical yet often overlooked aspect of business strategy. Whether you’re preparing to retire, pass the reins to a family member, or
Preparing Your Business for Sale: Key Steps for a Successful Exit
Business success doesn’t happen by chance—it starts with a strong plan. At Fortitude Strategic Solutions, we specialize in helping business owners in the USA