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Case Studies

Tax Preparation

Jessica was an independent contractor who, at the start of her business, employed a local CPA that specialized in working with individuals in her field. After three years in the business and working with her CPA she began to wonder if she was missing opportunities to tax plan more efficiently. At that point she realized, as a business owner, she wanted a more hands-on approach with her accountant and someone who could speak specifically to her situation and needs. She approached our team for help, and together we reviewed her return, identified areas of opportunity for tax planning, restructured her tax deductions and systems for tracking income and expenses throughout the year, and took the stress out of tax planning and tax preparation. With that stress removed, she was better able to focus on her business, and while her taxes decreased, her business increased.

With the stresses of taxes removed, she was better able to focus on her business, and while her taxes decreased, her business increased

Tax Management

After graduating college, Rachel established herself as an independent creative professional. Ten years into the business, she was experiencing rapid growth which translated into an increase in tax liability. In 2014 Rachel realized that managing the increasing tax burden could take away from her ability to focus on her true passion. She reached out to our team to discuss Tax Management as a solution. After deciding that it was a great fit, we rolled out a tax plan to eradicate inefficiencies. Through intentional planning we connected her with an attorney to make changes to her business structure, implemented systems to better manage tax deductions, and restructured other areas of her life that affected the overall efficiency of her business. Since working with us, between 2014 and 2015, Rachel’s income has remained almost identical and her taxes have dropped from over $35,000 to just under $14,000.

Since working with us, between 2014 and 2015, Rachel’s income has remained almost identical and her taxes have dropped from over $35,000 to just under $14,000.

Financial Management

Ian was an independent contractor and real estate investor. As a high net worth individual with earnings over $800,000 annually, his tax liability was quite heavy. After being referred to us, we met and came to the agreement that Financial Management was the best fit for him. We systematically reviewed business income and expenses, took over responsibility for managing cash flow (invoicing, collecting outstanding invoices, paying bills, and payroll), and implemented a tax plan designed to maximize cash flow, recapturing nearly $82,000 he was paying in annual taxes. He repurposed those annual payments towards a long-term charitable goal he had always dreamed of.

We systematically reviewed business income and expenses and implemented a tax plan designed to maximize cash flow, recapturing nearly $82,000 he was paying in annual taxes.

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