What the work looks like in practice.
Clients kept anonymous: industry and size only. Results depend on individual circumstances; as a licensed CPA firm we guarantee our work, not financial outcomes.
We went from about 2,000 returns over three to four months to more than 3,000 in a single month, and from 9 people to over 30, by building the automation layer we now install for clients.
Within months we built their entity structure, books, investor reporting and cross-border compliance. They’ve since raised millions in outside funding and opened a large office in Bangladesh. Still a client today.
We modeled the acquisition that would change his tax position. He bought a $6.5M retail property; a cost segregation study offset over $2M of tax and produced a refund. It now earns about $600K a year in triple-net rent.
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