3C Focus More Customers - Lower Costs - Instant Capital

We help resolve the 3 BIGGEST PAIN POINTS of local small business owners: low customers, high tax costs, and lack of capital.

We use strategies that most digital marketing agencies and tax accountants ignore or miss to help you increase your revenues to $30,000 per month, lower your taxes to at least $10,000 per year (or get it down to $0 Legally!) and get you instant cash up to $2M per funding!

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About Us

Ken Gaetos, MBA, CRTP, AFSP

KLMG Group and Local Biz Trinity

Founder and CEO

My name is Ken Gaetos and I am the founder and CEO of KLMG Group, Inc. and this site Local Biz Trinity. I started this business to help alleviate the 3 main pain points of local business owners: few clients, high costs, and lack of capital.

If you are a local business owner in need of attracting new clients from your local area, lowering your taxes and other expenses, and raising capital, you have come to the right place!

22 Years Hospital Accounting and Healthcare Finance Experience with a Nationally Ranked Hospital

I have worked for at least 20 years at Rancho Los Amigos National Rehabilitation Center (160 Licensed beds providing both med/surg acute and rehab services), which is consistently ranked nationally in the top 2 in California and in the top 25 in the United States in rehabilitation category according to US News and World Report magazine. I held various financial positions such as a budget analyst, accounting manager, financial analyst and fiscal officer. I have worked closely with the top executives such as the CEO, CFO, Medical Directors, Rehabilitation Directors, Nursing Directors and all providers discussing about finance, budgets and cost pers (days, visits, procedures, CPT, SG2, etc.) of their department. I have developed various financial systems and databases that are applicable to healthcare finance.

15 Years Tax Professional and Strategist

Outside of the hospital, I am also a tax professional with at least 15 years of experience and I hold two tax credentials: CRTP and AFSP-Record of Completion. I once owned a tax preparation franchise where all tax returns were prepared by CPAs. I am an experienced tax advisor and strategist who continuously further my education and research regarding the various ways of mitigating your taxes. Rest assured, all our tax strategies are legal and are referenced back to the IRS Codes. Our advanced tax strategies applicable only to accredited investors (people making at least $300k annual income) are all designed by CPAs and tax attorneys who specialized in tax mitigation. For your due diligence, you can bring a tax attorney to our meeting so you can feel more comfortable about the tax strategy that we are using!

In addition, I am an independent business funding broker having been certified by our funding partner.

Independent Business Funding Broker

I have also been certified as an Independent Business Funding Broker by our Business Funding Partner as proof that I have the expertise to assist you with your business funding needs

20 Years Technical and Systems

Rarely you will find a business consultant with both the financial and technical acumen! Aside from being a finance and tax guru, I am also a technical expert having built websites, no-code business apps, and an expert in Google Business Profile Optimization and digital marketing!

5 Years Cost Model and Decision Support System with the Nation's 2nd Largest Municipal Health Network

I am an expert when it comes to healthcare cost models and reporting having done the cost model, decision support, and management report system for the County of Los Angeles Department of Health Services Network (the nation's second-largest municipal health system) consisting of 4 hospitals (160 to 700 beds) and at least 25 regional and local health centers.

I speak your language when it comes to hospital or healthcare finance! I can also assist you with any financial reports for your medical clinic, establish Key Performance Indicators (KPI), develop your medical practice dashboard, and analyze any cash flow leaks affecting your practice.

We form strategic partnerships with the best in the industry!

Our Google Business Profile Optimization Strategic Partners have helped at least 750+ local businesses and most increase their revenues by at least $30,000 per month within 90 days of program implementation (results may vary)!

Our Tax Strategy Partners have helped clients saved at least $930 million in total tax savings. Our advanced tax strategies are the same ones being recommended by top CPAs and tax attorneys and are currently being used by the Top 3% of wealthy tax payers! On average, we helped save at least $50,000 per year in taxes per client!

Our Business Funding Partners have funded over $130 million in total client funding and have accessed to at least 5,000 banks and lenders!

Our Services

We help you achieve the following important pillars of your of your business

Increase Revenues by at Least $30,000/mo

We will show you how you can double your leads and increase your revenues by at least $30,000 per month without expensive ads, pay per click, or fancy websites using your Google Business Profile (GBP)!

We'll show you how you can discover and utilize the power of AI to capture any missed phone calls or respond to your customers via chat 24/7 while you sleep!

We'll provide you with an all-in-one software so you can ditch all your other similar subscription and saved money!

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Lower Taxes By At Least $10,000/year

We will show you how to mitigate your taxes LEGALLY by at least $30,000 per year using the strategies used by the rich! Tax strategies that your regular tax preparer missed! Our advanced tax strategies have been created by CPAs and tax attorneys who are experts in tax mitigation. These are not your regular tax preparers!

Strategies include hiring your kids, Augusta rule, accountable plans, right entity structure, real estate STR, oil and gas, opportunity zone, R&D tax credit, leveraged donations, and more!

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Get Instant Cash of up to $2M in 1-2 Days

Denied by banks? Statistics show that 90% of small businesses are denied by banks! Are you one of them?

We'll show you how you can get up to $2 Million in business funding within 1-2 Days! One application with multiple lenders (funders compete with your business!) so you get the best possible rates and terms!

We'll also show you how you can use the credit card stacking strategy so you can get $100k-$200k with 0% interest and 12-18 months terms.

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FAQ - General Advisory

What services does your advisory firm offer?

We offer a range of services including Google Business Profile (GBP) optimization, voice and chat AI, tax strategies, and business funding. Whether you need help with increasing your revenues, lowering your costs and obtaining instant cash, our team is equipped to assist you with professional and tailored solutions.

How can I schedule a consultation with your firm?

You can schedule a consultation by visiting our website and using the “Book a Consultation” button. Alternatively, you can attend our webinars at https://webinar.localbiztrinity.com to obtain additional information of our services.

What are your fees for business advisory services?

Our fees vary depending on the complexity and scope of the services required. We offer competitive pricing and provide a detailed estimate after assessing your specific needs. For a personalized quote, please contact us directly.

What qualifications and experience do your advisory have?

Our team consists of experience GBP optimization specialist, tax professionals with CRTP and AFSP tax credentials, and independent broker(CPAs).

FAQ - Tax Plan

How are you different from a CPA tax preparer?

a. Most CPA tax preparers are usually focused on just preparing your taxes.

By the time they prepare your tax returns, there is little they can do to help you save on taxes. The common mantra is "it is what it is, or we've deducted everything we could" - does this sound familiar? Yes, they'll be able to claim a few deductions and credits, but you are still left with a huge tax liability with no options to reduce it at all!

Not all CPAs are created equal. They have their own expertise. The question to your CPA is what is his/her expertise? Do they specialize in preparing taxes only? or do they know tax planning and how to implement strategies as well?

How we're different.

We believe in proactive tax planning. Tax strategies should start in Jan 1 (or the beginning of the tax year) and should be done throughout the year. We will use every available tax saving opportunity, so you have time to act on it immediately during the tax year and be able to claim them come tax time.

b. Most CPA tax preparers may not know the proper way to implement tax strategies.

Your CPA may recommend some strategies but may not be familiar with how to implement them. You are left trying to figure out what you should do!

How we're different.

We help our clients by recommending and providing assistance with the strategy throughout the year. We'll provide periodic communication to assist you in implementing tax strategies, monitor your progress, and make necessary adjustment to achieve your tax savings goal. In other words, we are like you "personal gym trainer" version for your taxes.

c. Most CPA tax preparers are not aware of utilizing tax efficient investments -

Most of them do not know it is available and do not know where and how to access them!

How we're different.

We will use the most common tax methodologies first to your benefit. But sometimes, these strategies may not be enough to bring your taxes down to your liking. This is where we introduce tax-efficient investments opportunities. We have exclusive access to companies that offer this that are not offered by the CPA tax preparers.

What sets you apart from other tax advisors?

Most tax advisors may show you how to save on taxes using the most common tax strategies available ONLY.

How we're different.

Just like the other tax advisors, we will recommend the same commonly used tax strategies. But sometimes, these strategies may not be enough to bring your taxes down to $0. Thus, you are not really maximizing your tax savings.

What sets us apart is what we can offer after you've exhausted all those common strategies. We offer a more advanced tax strategies and these are designed by tax attorneys or CPAs that are experts in the tax mitigation process. In addition, we have partnerships with various companies offering tax efficient investment opportunities that can provide you both tax savings and passive income with a good rate of return! We use leverage to your advantage so you can keep a steady cash flow. Leverage means allowing you to maximize your tax savings by utilizing high tax deductions with the lowest cash out of pocket. Please keep in mind, most tax recommendations go on a 1:1 deduction to cash out of pocket ratio. For example, in order to receive a $20,000 deduction, you will need to contribute or spend $20,000 using cash out of pocket. (example, contributing to retirement accounts). We can do better, how about $200,000 tax deduction for the same $20,000 cash out of pocket! And then you can use the difference to invest somewhere else!

Secondly, If you have a stable business and need funding but have been rejected by the banks, we may be able to help you with that as well. Perhaps you are expanding or even need funds to support tax investment opportunities to lower your taxes even more? Other tax advisors do not offer this.

Most tax advisors do not offer this exclusive access.

What are your fees for business advisory services?

We are not afraid to share our most commonly used tax strategies for business owners. The way we differentiate ourselves is "what we can do" when you exhaust all these tax saving methods - advanced tax strategies that are not available or even not known to a lot of CPA tax preparers and most tax advisors!

Our most commonly used for small business owners are:

Income shiftingBusiness entity restructure

Hiring your kids (7-17 years old)

Strategic use of your personal home as a business deduction

Accountable plans

Health Savings Account

Retirement accounts

Claiming Travel Expense Strategically

Claiming Vehicle Expenses Strategically

QBI deductions

How to use real estate to cut down your taxes (and we're not talking about just the mortgage interest and Property tax deduction you normally get)

And review of all missed deductions and credits.

Are all your tax strategies legal?

Absolutely. All our strategies are using the IRS tax codes the way it is designed.

In fact, our advanced strategies are developed by tax attorneys and/or CPAs who are experts in the tax mitigation field! These are not your regular CPAs who only just prepare taxes. These strategies have been used consistently by the top 3% of the high-income earners who are paying $0 tax liabilities! These are also called "Tax loopholes for the rich."

We will provide you with the IRS tax codes that are being used and how to implement it properly to make sure it is audit ready. Some of our partners may also provide audit opinions, letters, while some will also include defense in case of an IRS audit. These services vary among our partner companies.

What qualifications and experience does your tax advisory have?

Our team consists of experience tax professionals with CRTP and AFSP tax credentials. Our partners for the advanced tax strategies are either CPAs or have CPAs and tax attorneys on payroll