Financial Gravity Companies, Inc.
FGCO·OTC·Finance·CIK 0001377167
Financial Gravity Companies, Inc. is headquartered in Austin, Texas, with additional locations in Denver, Colorado, Monterey, California, and Cincinnati, Ohio. The company, along with its subsidiaries, supports investment advisors and provides tax professionals with a turnkey family office charter. It assists tax professionals in transitioning from tax compliance to becoming Family Office Directors who manage their own multi-family offices. These Family Office Directors utilize Financial Gravity's systems, technology, proprietary resources, and expertise to offer clients a comprehensive financial service experience, encompassing proactive tax planning, retirement and estate planning, wealth management, and risk mitigation.
The company's wholly owned subsidiary, Tax Master Network, LLC, operates the Tax Master Network® (TMN). TMN provides four primary services: monthly subscriptions to its systems, coaching, and marketing services. TMN currently supports over 300 Certified Public Accountants (CPA) and Enrolled Agent professionals, training them in tax planning services. TMN has developed the Certified Tax Master®, which includes client acquisition and retention systems. Additionally, TMN offers tax planning services through the Tax Blueprint®, an individualized review and assessment of a client's tax situation that sets requirements for a custom guide to implementing tax savings strategies. TMN also provides the Tax Operating System, a system for integrating and executing tax planning strategies. Furthermore, TMN offers CPAs, Enrolled Agents, and other tax professionals a system for marketing, selling, and fulfilling tax-planning engagements. This system relies on two proprietary SAAS-based applications: the Tax Ninja software, which uses non-technical language in written reports to introduce clients to tax-saving concepts and strategies, and the Tax Operating System®, which automates the implementation of tax strategies.