COLLEGE FINANCIAL AID & TAX PLANNING
美國華人獲得大學助學金和稅務規劃專業知識的最權威平臺
Michael Chen
College Financial Aid & Tax Planning Specialist
13 YEARS OF COMBINED EXPERIENCE
We have everything your need
Dora Xu
EA, MBA in Taxation 国税局注册登记税务师
We are
工程師們請記住: 法律規定是沒有邏輯性的!
知己知彼,才能百戰百勝 毛主席說: 不打無準備之仗 長久以來,家長和學生在沒有任何準備的情況下, 在聽完高中所提供的最基本的大學助學金填表講座(Financial aid night)後, 家長甚至是高中生本人就匆忙填表, 結果可想而之. 在沒有任何準備的情況下, 只有低收入, 低資產的家庭才能得到大學助學金. 其實, 申請大學助學金, 少繳稅不是簡單的填填表格. 一定要及早規劃, 合法, 合理地調整,以及獲得專家的指導和幫助,你才能獲得最多的大學助學金和稅務優惠。

WHY CHOOSE US?

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一對工程師的家庭,年W-2收入20萬美元以上,與許多父母一樣,他從不認為他的家庭可以獲得大學助學金。但經過計劃,每年得到4萬5000元私立大學助學金,每年僅繳稅6000元,國稅局退稅3萬4000元。
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年收入5萬美元的公司老闆,有多棟出租房,申請不到大學助學金。經過計劃:孩子在加大公立大學得到了3萬元的大學助學金,四年省下了12萬美元:在私立大學得到6萬的大學助學金,四年省下24萬。
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工程師家庭,excise stock options(RSU)後收入超過30萬,孩子還小,暫不需要大學助學金,經過稅務規劃,合法少交了五萬的稅。
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TESTIMONIALS

  • Michael, 很高興的通知您,我女兒已經拿到學校的助學金,這次要不是您的幫忙肯定得不到,還是要請專家協助,我和先生萬分的感謝。

    Jessica
  • 陳先生,非常谢谢你!助学金真的拿到了!非常感谢。专家,我服了。也值了。很高兴能認識你,我们以后報税及其它的都要麻烦你了。我的朋友也都会找你帮忙及麻烦你的。哈哈。谢谢!

    George
  • Michael: See below. Well done!! Thank you Very much. total $56,055 Grants: 50,555

    Tim
  • I would refer Mastemind College Funding services to anyone who has a college-bound student! They educated me on how the financial-aid system really works and helped lower my Family Contribution by over $7,500 a year! I don’t know what I would have done if I didn’t meet them.

    Susan W. Cupertino
  • Through working with Mastermind, they were able to use strategies to reduce my Family Contribution by over 60%! They showed me how I can have control over my assets without locking them up and at the same time, position myself to qualify for a ton of FREE need-based aid! I thought it was too good to be true until my son got his award letter from Fordham and the offer was actually $2000 BETTER than they thought it would be. Thanks again for all of your help!  

    Ken Z. Palo Alto
  • Michael dramatically changed my outlook on how I was going to pay for college. I make an extremely good living but definitely don’t feel rich by any means. They showed me how I could pay for school without it affecting my cash flow and am still on pace to retire when I want to and actually pay off my house faster than I had ever dreamed possible! Thanks!

    Mark Z. Saratoga
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Michael Chen College Financial Aid & Tax Planning Specialist 大學助學金及稅務規劃專家

Contact Us 聯繫我們

Hey! You can send us an email and we'll get back to you, asap. 如有任何疑問請發email或致電408-246-6900與我們聯繫!