by Mallory Sage | Aug 29, 2025 | Case Studies
Consultant in the middle of a divorce, losing company benefits, and moving to a foreign country saves $27,043 a year. Client Snapshot Industry: Professional Consultant Gross Revenue: $359.647 Entity Type: Sole Proprietor The Challenge The Client was...
by Mallory Sage | Aug 29, 2025 | Case Studies
Successful Athlete in the middle of retiring misses $464,040 in tax savings over 3 years. Client Snapshot Industry: Professional Athlete Gross Revenue: $1.5m Entity Type: Sole Proprietor The Challenge A successful athlete transitioning to a public figure...
by Mallory Sage | Jul 30, 2025 | News, tax
Big tax changes are here! On July 4, 2025, the One Big Beautiful Bill Act (yes, that’s really what it’s called!) was signed into law. This new bill brings some major updates to the tax world—some of which are sticking around for good, and others that will last through...
by Mallory Sage | Jul 30, 2025 | Case Studies
Accounting Clean Up and Reorganization of Accounts Provide Electrical Contractor with Accurate Profitability Data. Client Snapshot Industry: Electrical Contractor Gross Revenue: $407k Entity Type: S-Corp The Problem Out of date financials Inaccurate...
by Mallory Sage | Jul 30, 2025 | Case Studies
Property Management Group Operating without a Core Financial Team Finds Clarity with Simple & Consolidated Financials. Client Snapshot Industry: Property Management & Rental Gross Revenue: $5.97m Entity Type: LLC The Problem No access to regular...
