Save Money On Taxes And More

The Challenge

When I started working with Chelsea, her tax reporting was prepared with incomplete numbers.  Her bookkeeper hadn’t been reconciling her books to her bank and credit card statements.

The Insight

Our team found $30,000 in expenses that weren’t included in her numbers! That would have cost her over $10,000 in taxes.  (Phew! Glad we found that one!)

The Result

As was the case with Chelsea, when we work with new clients we focus on tax planning from day 1. Because of this, we can find all the legitimate deductions possible to save you money at tax time.