We offer clients an unmatched strategic approach for tax savings and business funding for businesses. With our expert level network of CPA’s, we are able to maximize clients’ grant amounts through an optimized process that takes the best path to success. We take this approach all while keeping the client’s best interests at heart.
Our personal and humble approach for how we service clients is intended for the American business owner that relies on instinct, trust, and respect to best position their business for success. We know clarity, transparency, and efficiency are what is important for our clients.
Allied Capital Group is leading the way in helping businesses owners realize they have legitimate funding and grants coming their way through the ERC (Employee Retention Credit).
CEO
Eddie Rubinstein started in business finance over eight years ago, having worked at Bizfi, focusing on extending business lines of credit, alternative financing, and short-term financing for clients. After working at Bizfi Eddie was part of the Core team that began Circadian Funding. During that tenure Eddie developed a more refined focus on SBA Loans, and Business Lines of Credit.
In late 2019, Eddie Rubinstein founded Allied Capital Services with the initial focus on consumer Credit Repair and Small Business Funding. Eddie also led ACS’s specialization in Government Grants and Tax Credits such as the EIDL, PPP, and ERC Program providing Billions of dollars back to clients. Since then, Eddie’s passion has been providing business owners with Tax Credits and Savings Programs that infuse capital into their businesses without taking away from their cash flow.
Managing Partner
Joshua leads Czar Marketing Group LLC, a powerhouse in the timeshare ownership business that employs 300 people and generates millions in annual sales. His family office, operating through Czar Holdings LLC and Hamburg Family Holdings LLC,continues to manage significant investments. Joshua also serves as Chairman of Minneapolis Mutual Investment Corporation,guiding substantial investment ventures with a strategic focus.
As the Managing Member of Serendipity Family Holdings LLC and President of Serendipity Asset Recovery Group LLC, Joshua oversees billions of dollars in class action settlement claims. His background includes a successful tenure on Wall Street, where as a licensed Series 7 and 63 broker, he played a pivotal role in private placements and IPOs for over 30 companies.
Joshua’s business acumen extends beyond finance. As Vice President of New Business and Sales at Citywide Management,a premier real estate firm in New York, he was instrumental in structuring major acquisitions, including the procurement of 3,600 Brooklyn apartments at an average of $22,000 per unit. His efforts have shaped numerous real estate transactions across New York City.
Joshua’s career highlights also include serving as CFO of **Mesquite Entertainment Group LLC, where he spearheaded capital raises for the California-based film company, and leading Taxivision Marketing as Senior VP, a company later sold to Clear Channel Communications. His earlier ventures include founding and managing JJJ Marketing,employing over 150 sales agents in the vacation and telecom industries.
Committed to giving back, Joshua sits on the board of the Sam & Fran Hamburg Foundation, where he continues to champion philanthropic efforts and support charitable
Joe is a dynamic and results-driven Finance Sales Executive with over a decade of experience in the financial services industry. Known for his exceptional sales acumen, strategic thinking, and client-centric approach, Joe has consistently exceeded customer expectations. He possesses a deep understanding of financial products and services, including tax savings strategies, insurance, and corporate finance solutions.
Joe is passionate about continuous learning and often attends workshops and seminars on customer service excellence. He enjoys volunteering at local shelters in Brooklyn, where he applies his passion to support and assist those in need. In his leisure time, Joe loves hiking, cooking gourmet meals, and spending time with his 2 Golden Retrievers, Roxie and Biscuits.
As a Business Development Manager at Allied Capital Services, Marisa offers her clients invaluable tax-saving strategies and funding resources. With a bachelor’s degree in Communications, she excels in building enduring relationships with her business partners. Her friendly demeanor and meticulous attention to detail help her win clients’ trust, ensuring their satisfaction with the firm’s services. Passionate about delivering exceptional service, Marisa is committed to helping clients achieve their goals and surpass their expectations. By understanding each client’s unique needs and challenges, she develops customized strategies to drive growth and maximize satisfaction. Marisa ensures her clients receive unparalleled support and guidance.
A New jersey native , graduate of Syracuse University with a degree in Retail and Marketing.
Heather is a dedicated and experienced Client Relations Manager at Infinite Savings Group. She is passionate about building strong connections with our clients. Throughout her career, Heather has built strong relationships with her clients.
Heather develops customized strategies to drive growth and maximize client satisfaction. With a strong understanding of cost saving tax credits, she ensures that clients receive the highest level of support and guidance.
Meet Zach, with a strong background in commercial real estate and a current focus on tax savings and credits. With a proven track record in real estate, Zach has successfully facilitated asset sales exceeding $4 million, specializing in identifying off-market opportunities across the Brooklyn borough.
In recent years, Zach has transitioned into tax savings strategies, helping businesses navigate complex tax regulations and optimize their financial outcomes. This shift has deepened his passion for guiding businesses through strategic financial planning, consistently ensuring client satisfaction with a proactive, results-driven approach.
Whether businesses are looking to maximize tax savings, secure funding, or address regulatory challenges, Zach provides tailored advice and practical solutions to meet their specific needs.
