A founder in his 40s had worked with the same CPA for a decade. A full-picture review surfaced six figures of missed planning before any new strategy was even deployed.
A founder in his 40s ran a professional services firm doing $1.4M in revenue, $620K in net profit. He had worked with the same CPA for over a decade, a smart, reliable preparer who filed returns on time, every time. The relationship was loyal, comfortable, and quietly costing him six figures a year.
We re-ran his last three years through a strategy lens rather than a compliance lens. We re-examined his S-Corp election, his owner compensation against the §199A deduction, his retirement plan capacity, and a stack of legitimate business expenses that had been categorized as personal for a decade.
$132,000 recovered in the first 12 months, before any new strategy was even deployed. A year-two strategy memo identified another estimated $90K in annual savings going forward, primarily through entity restructuring and a defined benefit plan.
Client details anonymized. Results are not typical and vary based on individual tax situations.
RSVP for the Asset Accumulation Formula Masterclass. One live session on the strategies residential developers use to keep more of what they build, and how to tell whether they apply to you.
Have one specific question instead? Book a Strategy Session with Jose.