CASE STUDIES
Our clients can expect practical solutions to their accounting needs and tax strategies that align with their business model.
We’ve provided several examples of real client solutions. These solutions are dependent on the unique needs of our specific clients. We look forward to meeting with you and understanding the needs of your business.
Tax Savings for New Partnership
Explore how we worked with a group of financial advisors to help their firm save nealry six figures.
Timely Covid Relief for Fitness Franchise
Learn how we acted fast to claim payroll related tax credits to help this small business.
Tax Deductions for Established IT Firm
We took the time to fully understand this business and it benefitted their returns.
Cashflow Forecasting for Headcount Decisions
Explore how we empowered this client to best allocate cashflow during difficult times.
Assistance with Becoming a Real Estate Professional
Learn how we helped this client elevate their status with the IRS for additional tax savings.
Change in Tax Classification for Tax Savings
We worked with this client to better structure their business, allowing them to save more than six figures.
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Explore our tips & insights
Getting a new vehicle for your business – should you buy or lease?
The decision to buy or lease a new vehicle for your business depends on various factors, and there is no one-size-fits-all answer.
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To elect, or not to elect, S corporation status…
This is a question that most small business owners ask themselves when their business starts growing.
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Retirement Plans for Small Business
The best retirement plan for a small business depends on various factors, including the size of the business, the number of employees, the owner's retirement goals, and the business's financial situation.
Read More
learn more
Explore our tips & insights
Getting a new vehicle for your business – should you buy or lease?
The decision to buy or lease a new vehicle for your business depends on various factors, and there is no one-size-fits-all answer.
Read More
To elect, or not to elect, S corporation status…
This is a question that most small business owners ask themselves when their business starts growing.
Read More
Retirement Plans for Small Business
The best retirement plan for a small business depends on various factors, including the size of the business, the number of employees, the owner's retirement goals, and the business's financial situation.