by Mallory Sage | Aug 29, 2025 | Case Studies
Partner buys out 2nd Partner allowing them to re-strategize and save $36,063 a year in taxes, $2,000 in general expenses, and retain $100,000 of income. Client Snapshot Industry: PR Consulting Gross Revenue: $717,000 Entity Type: S-Corp The Challenge The...
by Mallory Sage | Aug 29, 2025 | Case Studies
Successful Legal Professional in their 50’s with nothing saved for retirement saves $30,758 a year in taxes and is working towards saving another $83,250 a year. Client Snapshot Industry: Law Gross Revenue: $650,000 Entity Type: S-Corp The...
by Mallory Sage | Aug 29, 2025 | Case Studies
Tax Savings Pave the Way for Working Couple to fund Children’s Future Schooling Client Snapshot Industry: Full-Time Employees Gross Revenue: $350,000 Entity Type: No Entity The Challenge A couple with young children wanted to find a way to send...
by Mallory Sage | Aug 29, 2025 | Case Studies
From Financial Chaos and Instability to Annual tax savings of $48,000 with Clarity, Reduced Stress, and a Clear Path to Retirement for Film Production Couple Client Snapshot Industry: Film Production Gross Revenue: $1,362,250 Entity Type: Multiple Entities...
by Mallory Sage | Aug 29, 2025 | Case Studies
Business Partners at different stages in life save $31,171 annually with changes to their tax strategy Client Snapshot Industry: Online Training Platform Gross Revenue: $1,007,634 Entity Type: S-Corporation The Challenge Two business partners came to us...
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...
