Client Results

The Numbers Speak.

Real savings from real strategies. Every case anonymized. Every number verified.

$74.2M
Total Client Savings
600+
Businesses
15+ Yrs
Proven Track Record
Case Studies

What Strategy Looks Like

Construction
$67,000
Annual Savings
Revenue: $1.8M
  • Entity restructuring (LLC → S-Corp)
  • Cost segregation on equipment yard
  • R&D credits for process improvements
Results achieved in Year 1
Medical Practice
$82,000
Annual Savings
Revenue: $942K · Owner Income: $350K
  • S-Corp election
  • Cash balance retirement plan
  • Equipment depreciation optimization
Results achieved in Year 1
Real Estate
$158,000
First-Year Deduction
Portfolio: $3.2M across 6 properties
  • Cost segregation study
  • 100% bonus depreciation (OBBBA)
Results achieved in Year 1
E-Commerce
$41,000
Annual Savings
Revenue: $2.1M · Single-Member LLC
  • S-Corp election
  • Home office optimization
  • Inventory accounting method change
Results achieved in Year 1
Franchise (Multi-Unit)
$127,000
Annual Savings
Revenue: $4.5M across 3 locations
  • Multi-entity structuring
  • Cost segregation on restaurant buildouts
  • FICA tip credits
Results achieved in Year 1
The Total Picture

Across Every Client. Every Year.

$74.2M
Total Client Savings
600+
Businesses Optimized
$40K-$120K
Average Year 1 Savings
15+
Years. Zero Audit Issues.
Tax Review

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Common Questions

Frequently Asked Questions

Savings vary by business size, entity type, and industry. Most clients see $40K to $120K in first-year savings. Construction and real estate businesses with property assets often see the highest returns through cost segregation and entity optimization combined.

The initial assessment takes about 15 minutes. From there, strategy implementation typically takes 2 to 6 weeks depending on complexity. Most clients see savings reflected on their next quarterly or annual filing.

No. We work alongside your existing CPA. We identify the strategies and provide the documentation; your CPA implements them on your returns. Many CPAs appreciate the specialized analysis we bring to the table.

We work across all industries, but see the highest savings in construction, healthcare/dental, real estate, restaurants/hospitality, e-commerce, and franchise businesses. If your business earns over $500K annually, we can likely find meaningful savings.

We identify your savings opportunities and present them to you. You only pay if you decide to move forward with implementation.

What Could Your Number Be?

See What You're Missing →
✓ $74.2M Client Savings ✓ 600+ Business Owners ✓ Savings Identified in 15 Min

Results shown are representative examples based on common client profiles and publicly available tax data. Individual results depend on specific circumstances.

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Tell us about your business and we'll identify every savings opportunity available to you.

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By submitting, you agree to receive communication about your tax review.