Strategy, not spreadsheets.
Three engagements that show how the right plan — at the right time — moves real dollars. Names redacted; numbers verified.
$1.4M in federal tax avoided on a $42M exit through QSBS stacking
A second-time founder came to us 18 months before a strategic acquisition. Through QSBS qualification, non-grantor trust planning, and state-residency restructuring, we eliminated all federal tax on the qualifying portion.
Restructured to S-Corp and saved $86K/yr in self-employment tax
A dentist scaling from one to four locations was operating as a sole-prop. We modeled reasonable comp, restructured to an S-Corp, and built a payroll workflow that paid back our fee in month two.
Reduced a $312K IRS deficiency notice to $4,800 in 90 days
A short-term rental investor received a CP2000 escalating to a Notice of Deficiency. The IRS challenged depreciation, material participation, and a §1031 exchange. We responded with a 47-page reply package.
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