Success Stories

A corporate client saves over $50,000 during a 2-year period
When a new client came to us in late December expressing that they had earned a taxable profit of $100,000 and wanted to minimize their tax liability, we were able to develop a tax plan and implement it by year end. The success was due to the joint expertise of our experienced CPA and CFP(R) staff and our ability to quickly implement our plan.

A corporate client saves over $33,000 per year while streamlining operations to improve profitability each year
A client came to us to ask for help. They realized that their company was over-paying for their internal accounting. This particular client outsourced their payroll and accounting to us and saved $33,000 per year, received timely accounting and benefited from a highly experienced CPA with 12 years of experience consistently reviewing their financial statements.

Presented a plan to minimize an individual’s tax by 60% in the current year
A client who owns a highly profitable car wash came to us concerned about excessive income tax liability. After meeting with us, we presented a custom plan that would reduce his income tax by over 60% and provide flexibility for cash flow needs as they arise.

A corporate client restructures debt to improve cash flow over $400,000 per month
This client built an impressive company from scratch over a 10 year period and became the largest company in his industry niche. His company relied upon vendor financing for cash flow needs due to carrying a very high Accounts Receivable. Because of the industry niche, no other lenders would refinance this debt. We scoured the country for a lender. After several months, we found a lender that would refinance the debt over a longer time period and at a much lower interest rate.

Reduced a client’s tax by $15,000 per year

This client, a successful self employed person in the real estate industry, came to us to help him reduce his tax. After our team evaluated his position, we collaborated to develop a custom solution that reduced his income tax by  $15,000 every year, a 50% reduction

Helped an experienced real estate developer generate $750,000 in tax deductions he was unaware of for his new project

An experienced real estate developer with over 30 years of experience came to us to help make his new $14 Million development attractive to new potential buyers and create more value for himself. After assessing his current scenario, our team of experts came up with a high-end solution that generated an extra $750,000 in tax deductions for the developer that was transferrable to new potential owners

Helped a successful self employed gentleman manage his tax liability

A self employed person with an income of over $200,000 was referred to us after a previous advisor for over 20 years called to tell him that he owed an extra $50,000 in tax the day before it was due. After coming to us, we performed an initial tax plan 3 months before his tax year ended so he would know if their was a potential tax liability and managed his return so he did not owe additional tax in our first year with us

Reduced a retired lady’s tax liability by over 64%

A new retired client of ours was concerned about the amount of income tax that she was paying. After listening to her situation and concerns, we developed a custom plan that reduced her tax by $3500 per year, a 64% savings

Reduced a retired executives tax burden by 71% per year

A retired executive brought in his tax return for us to review. Upon receiving his information about his lifestyle, concerns and objectives we were able to present him a tax plan that reduced his tax by $18,000 per year, a 71% savings

Helped reduce a highly paid professional by over 25% per year

A middle-aged, highly paid professional couple came to us to help them keep of what they worked so hard to earn. Not having the time not expertise, they came to us for help. Taking in account their financial background, lifestyle and other influencing factors, we constructed a tax plan to reduce their income tax by $10,000 annually, a 29% savings

Developed a plan for a self-made person in his mid 40’s to generate over $375,000 in deductions that his current advisors did not bring to his attention

A self made multi-millionaire in his mid forties came to us to help reduce his taxation so he could continue to expand his wealth. Following several meeting and gather all information from him including tax returns, lifestyle, accounts, corporations and real estate; we were able to uncover  opportunity for him that his current advisors had not brought to his attention, resulting in a custom plan that generated an extra $375,000 in deductions for him in the current year

Helped a successful multi-generational family business save $33,000 per year

A successful, multi-generational small family business came to us to help them improve their company so they could complete a turn around. After talking with the family and assessing their operations, we were able to suggest several basic items that saved the company $33,000 per year and streamlined operations so that they could focus on their core business.

Developed a plan to help a family business improve their efficiency and save over $60,000 per year

A small family business came to us to help them extract the maximum value from their company so they could improve the bottom line. After several meeting to understand their industry, client base and other factors that affected their business, we developed processes that cut their costs by $60,000 per year, improved efficiency and helped develop quality assurance program that ensures that customer service did not suffer

Developed a plan for a retired Fortune 500 executive to reduce his tax by 40% per year

A retired Fortune 500 executive asked us to take a look at his tax return to see if we could help him save tax money. After evaluation of his current scenario we were able to develop a custom tax plan that reduced his income tax by $20,000 a 40% annual savings

Presented a plan to help a self made businessman in his late 30’s save over $5 Million per year

A self made multi-millionaire in his late 30’s came to us to help him take his situation to the next level. After 10 years of explosive growth, he recognized the need for professional help. After collecting information from him on his personal information and his 300+ employee company, we were able to help him construct a plan that would refinance his corporate debt and save over $5 Million dollars per year in cashflow

Helped a retired oil executive increase his retirement income by $25,000 per year without a significant increase in tax

A retired oil executive was looking for help in maximizing his cash flow in retirement. By taking a multi-disciplinary approach our advisors were able to construct a plan that increased his cash flow by $25,000 every year with minimal tax increase

Constructed a plan to help a successful businesswoman save over $1 Million and $200,000 per year

A successful entrepeneur in her 30’s came to us after she experienced explosive growth in her $20+ Million company. She realized that she need professional input to maximize the opportunity that she has created. After collecting information about her personal financial situation and evaluating the operations, financials and outlook of her company, our advisors developed a plan that saved $1 Million in the first year and $200,000 annually for her business as well as provided her resources to continue to expand her business.

Helped a fast growing entrepreneur buyout several competitors to become the largest provider in his market for his services

An aggressive entrepreneur wanted to grow his business and expand into new markets. We developed and implemented a plan for him to buyout several competitors in an ancillary business which provided a distribution channel for his services. In a 3 year period, the business tripled and made him one of the main providers in his town.

Helped a high school student successfully enter the NBA

We were referred to a coach at a private highschool who had a senior that was preparing to enter the NBA draft. After teaming up with the coach, we helped the player prepare for thedraft, helped in selecting the correct representation  and developed a solid financial plan to help the player maker the transition into the league

Helped a college student successfully enter the NFL

Through our network we were introduced to a college senior who was preparing to enter the National Football League. His friend indicated that they were unsure of the process and knew that we have worked with professional athletes and trusted our opinion. We contacted several honest agents that we knew and the player selected the best fit for his scenario. Working with him and the agent, we developed a plan that was successful at getting him into the league and making his dream come true.

Helped a client enter MBL

A client called us to seek help, their son had interest from many professional baseball scouts because he could pitch 98 MPH. The parents knew that we had experience in helping professional athletes and came to us for guidance. By using our network, we helped the client select an experienced agent who helped our client get picked up by one of the major league teams.

Helped a retired client generate over $300,000 in deductions and give a stream of annual income for his lifetime

A retired client of ours who made his money by selling real estate wanted to  reduce taxation and help his Alma matter at the same time. We were able to generate $300,000 in current year deductions, provide for his Alma matter and provide him an income for the rest of his life.

Developed a tax plan for a successful, self-made businessman to save him over $250,000 in tax

A successful developer with a million dollar income came to us to help him save income taxes. After examining his financials, company, tolerance for risk and goals, we developed a tax plan that saved him $272,000 in income tax every year

Reduced a successful saleswoman’s tax by 32% per year

A successful realtor came to us to have her tax work completed. After reviewing her scenario, we were able to give her several suggestions that saved her over $10,000 in tax annually, a 32% savings

Reduced a hard-working middle-aged families tax by 25% per year

A middle aged, professional family came to us wanting help reducing their tax. Not having the time nor expertise, they came to us for professional help. After analyzing their situation, we were able to construct a plan that helped them reduce their income tax by over 25%

Reduced a young entrepeneur’s tax by 59% per year so he could have the cash to grow

A young entrepreneur came to us to file his tax return. After reviewing his situation, we were able to reduce his income tax by  over $10,000 annually for business owner, a 59% reduction

Developed a multi-year plan for an experienced self-employed family to eventually reduce their tax by 75% which allowed them to reinvest into the business and grow

An experienced business owner had us prepare his tax returns for his personal and corporation. After owning a chain of McDonalds he and wife owned a small business and wanted to help them preserve their wealth. After understanding their personal situation and their corporate structure, we were able to put together a multi year tax plan that reduced their income tax by $30,000 annually a 75% reduction

Developed a plan to reduce estate tax by $4 Million and generate over $2 Million in tax deductions

A client of ours was referred to us to help her develop an estate plan that would help her minimize tax and preserve a $9 Million inheritance. After consulting with our team, we developed a plan to eliminate over $4 Million of estate taxes while generating over $2 Million in current year tax deductions

Helped a family reduce estate tax by $200,000 with a simple recommendation

A new family came to us to help put their estate in order. After collecting all appropriate information and understanding their needs, we developed and estate plan that would satisfy all of their goals and objectives and help them eliminate over $200,000 of estate tax with minimal adjustments

Increased a retired national salesperson’s income by 40% and reducing his tax liability

A retired top, national salesperson came to us because he was not satisfied with the service that he was getting from his seperate advisors. His investment advisors were not proactive and he received no service from his accountants at a large firm. After meeting with us, we were able to increase income for a client by 40% and saved over $2000 per year in tax while slightly increasing their risk

Helped a new successful, self employed client reduce his tax by 53% per year

A new client, who is a government contractor, called us to do his tax return. Upon delivery, we were able to show him several tax savings strategies that together reduced his income tax by 53% per year

Helped a client in our industry restructure his business so that is became scalable and efficient leading to more income and time for his family

A collegue in our industry came to us to help him develop and grow his business. We helped him understand his clients needs and helped him develop and implement a business plan that is sustainable and scalable to a level that he previously did not consider

Developed a plan to reduce a family’s tax by 29% and add over $1 Million in assets over there lifetime with some simple adjustments

A high-income, young professional family was introduced to us through a client of ours. They were concerned because their income continues to increase and were concerned about paying more than their fair share in taxes. After collecting all of their information and talking with our advisors, we developed a strategy that reduced income taxes $10,000 per yr – 29% savings and will add over $1Million of assets in their lifetime

Reduced a hard-working, middle aged family’s tax burden by over $17,000 per year – a 30% savings

A hard-working professional couple came to us because they were concerned about paying too much in tax. This couple worked all the time and did not have a lot of time to think about their situation. After letting us see their situation and letting us work for them, we were able to develop a tax plan that reduced their income taxes $17,800 per year – over 30% savings

Helped a young entrepreneur restructure his growing business to put $70,000 per year into his pocket

A hard-working entrepreneur was referred to us by a client. She said that this person was bringing in enough money for the business, but he wasn’t keeping enough of it. She asked us to contact him and look into it. After several discussions and due diligence, we were able to come up with a plan for the entrepreneur to restructure his business and put over $70,000 a year in his pocket, help him significantly reduce his volatile lifestyle and mentor him by helping him create a scalable business plan so he could grow in the future. A successful turn-around.

Helped a successful real estate investor restructure his financial statements so he could acquire financing to grow his holdings

A real estate investor who owned a multi-million dollar portfolio was referred to us because his current advisors were not proactive in helping him and thought that he could benefit from our work. After reviewing his scenario, we were able to help him come up with a custom plan to restructure his balance sheet so that he could acquire $500,000 worth of property, increase his cash flow over $15,000 per month and generate $12,000 year in deductions

Helped a retired gentleman save $7000 per year in interest payments and generate over $25,000 in deductions with no change in cash flow to him

When these clients came to us, they had been to their previous advisors and had not received any help on advice for minimizing tax, investments or how to grow their new business. After meeting with us for the first time, we answered all of their questions to their satisfaction, educated them on the future needs of their business and gave them a tax plan to reduce their tax by $7000 for the year

Developed a plan for a high-tech professional to put several thousand dollars a month into his pocket with several adjustments

This client came to us because he was earning a low six figure income for his young family and wanted to build a plan to grow his assets and he mentioned that although he earned a good sum of money it felt like he did not have any money at the end of the month. By meeting with us we were able to restructure his assets and cash flow to free up several thousand dollars a month for him and achieve his financial objectives for the current needs and the future

Developed a plan for a retired national VP of investment banking to generate $22,000 per year in tax deductions and increase his cash flow

A retired VP of an international investment bank came to us to reduce tax and generate more income for him. By restructuring his current assets, we developed a plan that would give him $22,000 a year in deductions at his high tax bracket and generate $22,000 in positive cash flow per year.

Developed a plan to generate over $300,000 in deductions for a family over the next 25 years with minimal cash outlay

An affluent family let us do their tax work. By taking a pro-active approach we were able to identify opportunity that would put over $300,000 in savings over the next 25 years with minimal cash outlay on their part

Developed a plan for a highly successful real estate investor  to avoid paying capital gain and generate over $600,000 of tax free income over the next 19 years

A client was referred to us who is selling his real estate and was looking at a $2M capital gain and did not know what to do next. After talking with him and listening to his concerns and goals. We constructed a plan to help him dispose of the property, avoid paying the capital gains, and give him a federal tax free income of $600,000 per year for the next 19 years

Developed a plan to help a daughter reduce her mom’s estate tax over 80% and generate over $1 Million in current year tax deductions

A client was referred to us from our network of advisors. She was in control of $9 Million for her mother and was concerned about paying a large amount to estate tax. After consulting with her high-priced attorneys and accountants nothing had been done. We listened to her goals and objective and were proactive in contacting her when the estate laws changed in her favor. By restructuring her assets, We were able to construct a plan that reduced her estate tax over 80%, have all the assets transfer to the heirs and generate over $1M in deductions that could be used against mom’s income. All with no additional cash outlay

Helped a client restructure his financial statements to increase his cash flow $10,000 per month, generate $45,000 per year in deductions and put $750,000 tax free in his pocket

Everyone laughs about the guy flippin’ burgers, but not this guy. After being a cook for one of our clients he took over a restaurant of one of our other clients. 15 years later of hard work, The restaurant is paid off and he owns the building free and clear plus 15 other pieces of property with a large income stream. His hard work and determination made him a multi-millionaire. Now, our expertise can help him. By working with our trusted advisors we developed a plan to restructure his existing personal financial statement to increase his cash flow almost $10,000 per month, generate $45,000 per year in deductions and put $750,000 in tax free cash in his pocket to buy more property to expand his holdings. His everyday business knowledge and our expertise provided a very large opportunity for him