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Real clients. Real tax savings. Full transparency.
Manhattan Partnership Track • Big 4 CPA for 8 Years
Practice: Corporate Law
Income: $850K annually
Previous CPA: Big 4 firm ($50K/year fees)
Previous Tax: $297,885
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.
Salary/distribution split optimized
$94,000$320K contributions vs $69K previous
$128,300Spouse + children documented roles
$87,225Multi-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."
Dallas • 17 Years in Practice • Same CPA Throughout
Specialty: Internal Medicine
Practice Revenue: $1.2M
Personal Income: $650K
Previous Tax: $283,560
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
Practice entity restructure
$75,400$320K contributions vs $69K
$102,350Augusta Rule + home office
$64,300Multi-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."
Texas • 31 Properties • $12M Portfolio
Portfolio: 31 rental properties
Property Value: $12M
Annual Cash Flow: $1.8M
Previous Tax: $498,750
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.
Advanced cost seg timing
$120,000Strategic structure redesign
$75,000Upfront deduction maximization
$88,000Proper classification optimization
$100,750Strategic 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."
California • $50M AUM • 8 Years with Previous CPA
Revenue: $1.5M annually
AUM: $50M+
Team: 3 employees
Previous Tax: $550,942 (36.7% rate)
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
Salary/distribution split corrected
$73,039$250K contributions vs $20K
$92,500Spouse + children documented
$55,000SSTB optimization
$10,961Tech, 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."
Texas • $3.2M ARR • $18M Exit
Business: SaaS/AI Technology
Revenue: $3.2M ARR
Exit Value: $18M
Previous Tax: $438,780 (41.2% rate)
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.
3-year lookback included
$267,0005-year qualification = $10M exclusion
$2.8M at exitC-Corp profit access + retirement
$78,638International revenue optimization
$42,240Capitalization + 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."
Free 15-minute qualification call. We'll tell you honestly if you qualify and what your estimated savings could be.
Call (888) 450-3451Our team answers in 2 rings. Most qualification calls happen same-day.