A husband-and-wife photography business doing $700K a year worked hard but never felt confident enough in their numbers to actually take a vacation.

We cleaned up their books and built them financial reports and projections we used to prepare for their tax liability and manage their cash flow year round.

They now take extended breaks, knowing exactly where they stand financially. No surprises. No anxiety. Just the freedom they built the business for.

A beer tap service business was running entirely off his bank account balance — no books, no structure, just checking their statement and making decisions.

We converted him to an S-corp for immediate tax savings, then identified vehicle depreciation he had been leaving on the table.

The $30k in tax savings allowed him to buy a second service vehicle and hire an additional employee, effectively doubling his client capacity. Plus, he funded a 401K.

A $800k two-partner film production company was growing fast in the F1 and streaming TV space, but it needed better cash flow to fund its growth.

We restructured them into separate S-corps within a partnership, giving each partner their own tax-efficient entity while keeping the business relationship intact.

$56K that went straight back into the business — funding the resources and equipment they needed to keep up with demand.

A specialty flooring company received an IRS notice claiming they owed backup withholding on 1099 contractor wages, plus penalties and interest.

We disputed the incorrect form the IRS had prepared and filed on their behalf. When they ignored our filing, we submitted an amended return to correct it directly.

The IRS agreed and eliminated a nearly $500,000 tax bill. The client now files taxes through us to prevent future self-filing errors.

“That’s great news, and a big relief!! Your knowledge and expertise have been very helpful. Thank you so much.”