Proven Tax Architecture Results
Real clients. Real tax savings. Full transparency.
Annual Tax Savings Delivered
Professional Verticals
Average ROI
Michael R. - Corporate Attorney
Manhattan Partnership Track • Big 4 CPA for 8 Years
Annual Tax Savings
Client Profile
Practice: Corporate Law
Income: $850K annually
Previous CPA: Big 4 firm ($50K/year fees)
Previous Tax: $297,885
The Problem
Michael used a Big 4 accounting firm. Impeccable returns. Perfect compliance. But they never proactively implemented advanced strategies. His Big 4 firm was billing $50K/year to miss $387K in tax savings annually.
Strategies Implemented
S-Corp Optimization
Salary/distribution split optimized
$94,000
Defined Benefit Plan
$320K contributions vs $69K previous
$128,300
Family Employment
Spouse + children documented roles
$87,225
Entity Restructuring
Multi-entity optimization
$77,700
"My Big 4 firm filed perfect returns. But they were administrators, not architects. Rick found $387K in strategies they never mentioned in 8 years. That's nearly 8X what I was paying them annually."— Michael R., Corporate Attorney, Manhattan
Dr. Sarah C. - Internal Medicine
Dallas • 17 Years in Practice • Same CPA Throughout
Annual Tax Savings
Client Profile
Specialty: Internal Medicine
Practice Revenue: $1.2M
Personal Income: $650K
Previous Tax: $283,560
The Problem
Dr. Sarah had a reliable CPA for 17 years. Returns filed on time. Never missed a deadline. But filing correctly isn't optimizing strategically. 17-year lost opportunity: $5.6M
Strategies Implemented
Entity Optimization
Practice entity restructure
$75,400
Retirement Acceleration
$320K contributions vs $69K
$102,350
Medical Deductions
Augusta Rule + home office
$64,300
Asset Protection
Multi-entity malpractice protection
$89,290
"I thought my CPA was keeping me optimized. I had no idea I was leaving $332K/year in tax strategies on the table. My CPA filed correctly for 17 years. Rick architected my complete transformation."— Dr. Sarah C., Internal Medicine, Dallas
James P. - Real Estate Investor
Texas • 31 Properties • $12M Portfolio
Annual Tax Savings
Client Profile
Portfolio: 31 rental properties
Property Value: $12M
Annual Cash Flow: $1.8M
Previous Tax: $498,750
The Problem
James understood cost segregation and 1031 exchanges. But his CPA was reactive, not proactive. Used tax savings to acquire 2 additional properties in 12 months.
Strategies Implemented
Accelerated Depreciation
Advanced cost seg timing
$120,000
Entity Optimization
Strategic structure redesign
$75,000
Cost Segregation
Upfront deduction maximization
$88,000
Dealer Status
Proper classification optimization
$100,750
1031 Exchange Chains
Strategic timing and placement
$115,000
"Rick didn't just save me taxes — he gave me the capital to acquire properties faster than my competitors. That $499K became down payments on two more properties. That's how wealth compounds."— James P., Real Estate Investor, Texas
David K. - Financial Advisor
California • $50M AUM • 8 Years with Previous CPA
Annual Tax Savings
Client Profile
Revenue: $1.5M annually
AUM: $50M+
Team: 3 employees
Previous Tax: $550,942 (36.7% rate)
The Problem
David had a competent CPA who filed returns on time. But competent isn't the same as proactive. Filing correctly ≠ Optimizing strategically. 8-year lost opportunity: $2.7M
Strategies Implemented
S-Corp Optimization
Salary/distribution split corrected
$73,039
Defined Benefit Plan
$250K contributions vs $20K
$92,500
Family Payroll
Spouse + children documented
$55,000
QBI Deduction
SSTB optimization
$10,961
Operational Deductions
Tech, vehicle, home office
$21,375
"I manage $50M for clients but my own books were 3 months behind. Rick saved me $341K annually AND got my books current. The cobbler's kids finally have shoes."— David K., Financial Advisor, California
Alex C. - SaaS Founder
Texas • $3.2M ARR • $18M Exit
Annual Tax Savings + $2.8M Exit Savings
Client Profile
Business: SaaS/AI Technology
Revenue: $3.2M ARR
Exit Value: $18M
Previous Tax: $438,780 (41.2% rate)
The Problem
Alex had a competent tech CPA who filed returns accurately. Most tech CPAs focus on bookkeeping for investors. They miss R&D credits, QSBS planning, and exit strategies that save $300K-$500K annually + $2M-$3M at exit.
Strategies Implemented
R&D Tax Credits
3-year lookback included
$267,000
QSBS Exit Planning
5-year qualification = $10M exclusion
$2.8M at exit
Management Company
C-Corp profit access + retirement
$78,638
IC-DISC
International revenue optimization
$42,240
Section 174
Capitalization + cash flow
$100,022
"My CPA handled bookkeeping perfectly. But they missed $488K annually. The R&D credit alone was $267K including 3-year lookback. And Rick structured correctly for QSBS—that's $2.8M saved at exit. This is the best business decision I've made since founding the company."— Alex C., SaaS Founder, Texas
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