Case Studies Articles
How a Physician Saved $105,000 in Taxes
Physicians and surgeons have unique needs and goals when it comes to tax planning, and it can be...
Brainstorming “No-Brainers”
We helped “Sara”, a New York City practice owner, save $92,000+ in taxes in 2020 alone by getting...
Therapy for the Therapist
Our client, “Louis”, is a physical therapist who owns multiple physical therapy locations. He had...
A Small Business in Pain
“Mark’s” web design firm made phenomenal websites – the type that would take your breath away! But...
Getting Relief During a Pandemic
Samantha is the owner of a software development company. She contacted us in 2020, towards the end...
Ready for Business
“Dr. John” is an orthopedic surgeon employed by a hospital (W-2 earner), who came to us seeking...
Three Practices in Two States
“Dr. Mike” is a dentist who owns 3 dental practices across 2 states. He came to us for help...
The Road to Savings
“Larry” owns a large consulting business and reached out to us in 2019 because his accounting was...
