ATTORNEYS
Attorneys: Your Law Degree Taught Everything Except Keeping $387K/Year
You know tax law. But knowing and optimizing are different. That difference costs you $387,225 annually.
What is Total Financial Benefit for Attorneys?
Tax Savings + Retirement Acceleration + Entity Optimization + Practice Efficiency = YOUR TOTAL FINANCIAL BENEFIT
What is Total Financial Benefit for Attorneys?
Tax Savings +
Retirement Acceleration +
Entity Optimization +
Practice Efficiency
= YOUR TOTAL FINANCIAL BENEFIT
You optimize for clients. Rick optimizes for you.
Let’s Talk in Billable Hours
Your hourly rate: $700
Total Financial Benefit Rick delivers: $387,225
That equals:
553 Billable Hours
Rick saves you more than a full quarter of billable work. Still not interested?
Attorneys: 553 Billable Hours Saved | Every Day = $1,061 Lost — 888-450-3453 — BOOK NOW
You Know Tax Law
- • Studied it in law school
- • Argue tax cases
- • Advise clients on compliance
- • Understand the code
But Your CPA Doesn’t Optimize
- • Files returns correctly
- • Handles bookkeeping
- • Never proactively strategizes
- • Misses advanced planning
THAT GAP COSTS
$387,225
in Total Financial Benefit annually
Attorneys: 553 Billable Hours Saved | Every Day = $1,061 Lost — 888-450-3453 — BOOK NOW
PROOF: Michael R. Case Study
Manhattan Attorney • Partnership Track • Big 4 Accounting Firm
CLIENT PROFILE
Practice Type:
Corporate Law
Annual Income:
$850K
Partnership:
Equity Partner
Accounting Firm:
Big 4 (8 years)
Previous Tax Bill:
$387,225
THE PROBLEM
Michael used a Big 4 firm. Impeccable returns. Perfect compliance. But they never proactively implemented advanced strategies.
His Big 4 firm was billing $50,000/year to miss $387,225 in Total Financial Benefit. Impressive.
5 Strategies Implemented
What his Big 4 firm never suggested
1
S-CORP OPTIMIZATION
Partnership distributions optimized for tax efficiency
$127,000
Annual tax savings
2
DEFINED BENEFIT PLAN
$320K annual contribution vs. $69K previous
$251,000
Retirement acceleration
3
QBI DEDUCTION
Optimized for legal services income
$93,000
Annual tax savings
4
PRACTICE DEDUCTIONS
Home office, vehicle, technology, CLE optimized
$87,000
Annual tax savings
5
FAMILY EMPLOYMENT
Spouse + children with documented roles
$80,000
Annual tax savings
TOTAL ANNUAL IMPACT
TAX SAVINGS
$136,225
RETIREMENT INCREASE
$251,000
TOTAL FINANCIAL BENEFIT
$387,225
10-Year Impact: $3,872,250 — That’s 553 billable hours at $700/hour
| Metric | Before Rick | After Rick | Change |
|---|---|---|---|
| Annual Tax | $387,225 | $251,000 | -$136,225 |
| Effective Tax Rate | 45.6% | 29.5% | -16.1 points |
| Retirement Funding | $69K/year | $320K/year | +$251K |
| Big 4 Fee | $50,000 | $0 (fired them) | -$50K waste |
| Total Financial Benefit | $0 | $387,225/year | +$387,225 |
“I argued cases for millions for clients. Rick delivered $387,225 annually for me. My Big 4 firm was billing $50,000/year to miss it. I fired them immediately.”
— Michael R., Corporate Law, Manhattan
Every Day = $1,061 Lost — 888-450-3453 — BOOK YOUR REVIEW