Case Studies

Real outcomes, anonymized.

A sample of recent engagements across tax planning, IRS resolution, bookkeeping, and CFO work. Names and identifying details are removed.

Healthcare

Locum tenens physician — $42K saved through entity restructure

Situation: 1099 hospitalist earning $480K with no retirement plan and quarterly tax surprises.
Approach: Elected S-corp, set reasonable comp, opened solo 401(k) and defined benefit plan, reset quarterly estimates.
Outcome: Reduced effective federal tax by ~$42K in year one; eliminated underpayment penalties.

Service Business

Situation: $2.4M agency 11 months behind on books, no payroll discipline, founder uncertain on margin.
Approach: 6-week cleanup, monthly close, KPI dashboard, 13-week cash flow, fractional CFO at 15 hours/month.
Outcome: Margin visibility by client, runway extended 4 months, owner pulled first $80K distribution in 18 months.

Real Estate

Situation: STR portfolio of 6 properties; spouse W-2 income $310K; underutilized depreciation.
Approach: Cost segregation studies on 4 properties; documented REPS hours for spouse; restructured into series LLC.
Outcome: $118K of accelerated depreciation in year one offset against W-2 income; $36K refund.

Founders

Situation: $1.8M services business needing 3-year financials and projections for SBA 7(a) acquisition loan.
Approach: Restated prior years, built 3-year projection model, prepared lender-ready package.
Outcome: Loan approved at requested terms; close completed in 47 days.

IRS Resolution

Situation: Client received CP2000 proposing $86K in additional tax on misclassified 1099 income.
Approach: Filed substitute response with documentation, requested transcripts, escalated to appeals.
Outcome: Full assessment reversed; no additional tax owed.

Financial Planning

Situation: Couple age 56/54 with $2.1M traditional IRA balance and pending early retirement.
Approach: Modeled 8-year Roth conversion ladder; coordinated with capital gain harvesting and ACA bracket management.
Outcome: Projected lifetime tax savings of ~$340K versus required minimum distribution path.

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