Brainstorming “No-Brainers”

We helped “Sara”, a New York City practice owner, save $92,000+ in taxes in 2020 alone by getting rid of her SEP-IRA...

Therapy for the Therapist

Our client, “Louis”, is a physical therapist who owns multiple physical therapy locations. He had been working with...

“Mark’s” web design firm made phenomenal websites – the type that would take your breath away! But they were...

Samantha is the owner of a software development company. She contacted us in 2020, towards the end of the first round...

“Dr. John” is an orthopedic surgeon employed by a hospital (W-2 earner), who came to us seeking advice on opening his...

“Dr. Mike” is a dentist who owns 3 dental practices across 2 states. He came to us for help reducing his taxes and...

“Larry” owns a large consulting business and reached out to us in 2019 because his accounting was in bad shape and his...