How clients used clear strategy to keep more of what they earn, fix what was broken and make big decisions with confidence.
Real stories. Real results.
case studies
Individuals & families
Short-term rental investment
Married couple · high income
Structured the purchase and a cost segregation study to capture $100,000 of first-year depreciation.
$35,000
projected federal savings
02
Charitable giving strategy
Individual · appreciated securities
Donated $30,000 of appreciated stock instead of cash.
$31,660
Combined tax savings
04
No.
client
situation & strategy
result
Tax review for a single parent
Individual · moderate income
Unsure past returns were accurate. Reviewed three prior years, found missed credits and amended the filings.
$2,300
refund secured
01
Oil & gas partnership
High earners · alternative investments
A $50,000 investment generated an immediate deduction under intangible drilling cost rules.
$12,800
immediate deduction
03
Nonprofit compliance recovery
Small volunteer-led nonprofit
Missed Form 990-N filings and no financial systems. Brought every filing current and set up simple tracking.
06
Current
Filings restored
Nonprofits
No.
client
situation & strategy
result
Results reflect each client's specific facts. Your outcome depends on your situation, which is why every engagement starts with a review.
Businesses
No.
client
situation & strategy
result
Partner S corp restructure
Two-owner consulting firm
Partners paid self-employment tax on their full share of profits. Each partner set up their own S corp to hold their partnership interest, with a reasonable salary for each.
$98,000
Combined tax savings
05
