Client Results

Case Study 01

Marketing Agency

Revenue

$280,000

Entity (Then)

Sole Proprietorship

Entity (Now)

S-Corporation

Challenge

Filing as sole proprietor, the owner was paying $38,000 in annual self-employment tax with no retirement plan beyond a personal IRA. No proactive planning was happening — the existing accountant filed returns once a year and disappeared.

Solution

• 01S-Corp election with reasonable compensation study
• 02Solo 401(k) plan adopted at $66,000 annual contribution capacity
• 03Accountable plan implemented for home office and vehicle
• 04Quarterly projection cadence established with the owner

Case Study 02

Real Estate Investor

Portfolio

8 properties · $1.2M

Strategy

Multi-Entity Restructure

Engagement

Ongoing Advisory

Challenge

All properties held in a single LLC with no depreciation strategy and no cost segregation analysis. Owner had no idea what their actual after-tax yield was on each property, and was personally exposed on every asset.

Solution

• 01Series LLC structure adopted, isolating each property
• 02Cost segregation analyses completed on the four highest-basis properties
• 03Depreciation schedule rebuilt to capture accelerated deductions
• 04Annual entity review locked into the engagement

Case Study 03

Consulting Firm

Revenue

$450,000

Issue

IRS Examination

Status

Resolved

Challenge

IRS examination notice for $67,000 in proposed adjustments stemming from a prior accountant's misclassification of contractor payments. The owner was three weeks into an unrepresented back-and-forth when they engaged us.

Solution

• 01Form 2848 filed — IRS contact transferred to representative
• 02Three-year documentation review compiled and indexed
• 03Written response with case law citations submitted within 14 days
• 04Conference held with the examining agent — issues conceded