My name is Anthony Brown and I am on a mission to help individuals, entrepreneurs and business owners to keep and grow more of their hard-earned money while at the same time assisting them with learning, managing, and navigating both Federal and State tax law complexities. My career spans positions in the public, private and non-profit sector(s). I got started as a tax professional when I was hit with an exceptionally large tax bill that many would
consider only for the wealthy. I enlisted tax advisors and accountants who offered reactive tax advice, operated in fear of the tax code or just lacked the understanding and knowledge of the tax code. They were more of number crunchers, not educators or advisors on the number one rule of tax law – “It is your money, not the governments.” This experience turned my sights towards the financial industry, with a purpose to educate and inspire the community to be intentionally about leveling up financially and begin to build wealth, first by lowering their tax burden.
So, I started on this journey by establishing a multi-faceted company offering strategic tax planning, tax preparation, and business strategy sessions for individuals, small businesses, real estate investors and entrepreneurs all under one umbrella. My goal – to SERVE, EMPOWER and PROSPER. I am here to ensure you meet your financial goals for you, your family and your business. I’m here to make your life LESS TAXING! So, what you waiting for? Schedule your FREE Consultation today.
CEO/Managing Partner
Our Mission
To fast-track the community’s transition to wealth and prosperity, one person at a time.
Our Vision
To educate, empower and elevate families and communities by connecting them to financial tools and resources for improving lives and building generational wealth..
Building Communities Across The Country.
Our Culture
CULTURE IS …
A collection of repeated behaviors – which is the reason our core behaviors are the most significant part of our culture. When individuals say they like our culture, they are saying its “our way of life”. They are stating they like the way we behave. This incorporates the way we treat you as our partner, our client, our guest and each other.
WHY “CORE BEHAVIORS” AND NOT “CORE VALUES”?
Because behaviors are actions you can take and things you can do. Most companies have core values, but few companies have cultures that reflect them. Why is that? Because most companies write down values and then hope people adhere to them. Here at LevelUp, our culture reflects are behaviors on the grounds that we have built our image, our frameworks, our procedures and our creditability around
Core Behaviours
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An approach that combines both strategic planning and hands-on execution. Learn more about LevelUp Financial Services by contacting us.
