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Catalogue — Money Found

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Money Found

4 October 2024

4 October 2024

4 October 2024

4 October 2024

We Recovered $42,000 for This Physician Just by Asking The Right Questions

Discover how we helped a physician reclaim over $42,000 in tax savings by identifying missed deductions on a business loan.

2 min read

Angie M Grainger

Money Found

4 October 2024

4 October 2024

4 October 2024

4 October 2024

The $600,000 Mistake: Catching a Costly Tax Error for a Real Estate Investor

A last-minute change almost cost a real estate investor big. Here’s how we stepped in to save the day.

2 min read

Angie M Grainger

Money Found

20 September 2024

20 September 2024

20 September 2024

20 September 2024

How Careful Accounting Saved this Veterinarian Over $370,000

A double-booked liability nearly led to a huge loss. Careful oversight saved the day.

3 min read

Angie M Grainger

Money Found

11 June 2024

11 June 2024

11 June 2024

11 June 2024

This Small Business Owner Saved $22,982 Related to Home Office Expenses

Strategic setup of personal finances and accountable reimbursement plans led to substantial tax savings.

2 min read

Angie M Grainger

Money Found

20 May 2024

20 May 2024

20 May 2024

20 May 2024

Proper Deductions Saved This Physician $11,412 in Taxes

Accurate financial records uncovered significant tax savings for a busy medical consultant.

2 min read

Angie M Grainger

Money Found

8 May 2024

8 May 2024

8 May 2024

8 May 2024

How Cleaning Up Their Books Saved This Growing Family $2,304 in Taxes

Careful financial clean-up revealed hidden business expenses and tax savings for this busy family of physicians.

3 min read

Angie M Grainger

Money Found

31 March 2024

31 March 2024

31 March 2024

31 March 2024

Understanding the Details of Their Entity Structure Saved This Entrepreneur $3,200

When you take too much money out of your S-Corp, you could create a tax liability—unless you plan ahead.

3 min read

Angie M Grainger

Money Found

1 March 2024

1 March 2024

1 March 2024

1 March 2024

This Surgeon Saved $19,586 by Adding an Accountable Plan for Home-Office Reimbursement

Every dollar counts when you're a successful practice owner, and an accountable plan to reimburse yourself will save you thousands.

3 min read

Angie M Grainger

Money Found

27 January 2024

27 January 2024

27 January 2024

27 January 2024

Unknown Brokerage Account Found in a Real Estate Investor's Family Office That Had Over $108,832

Chaos can be costly. As you expand your investment portfolios, clean accounting becomes essential.

3 min read

Angie M Grainger

Money Found

25 January 2024

25 January 2024

25 January 2024

25 January 2024

This Spouse Saved $447,708 From a Divorce by Cleaning Up Their Assets

Divorce is like a 50% tax—it's important to properly value your assets, especially during a divorce.

1 min read

Angie M Grainger

Money Found

18 January 2024

18 January 2024

18 January 2024

18 January 2024

Incorrect Ownership Nearly Cost a Veterinarian $68,000 in Taxes

When you start to expand, the number of entities you own might expand too—not keeping good records of the ownership structure can create a costly nightmare.

3 min read

Angie M Grainger

Money Found

15 January 2024

15 January 2024

15 January 2024

15 January 2024

Entrepreneur Saves $22,000 by Reclassing Excess Distributions

When you borrow money in your S-Corporation and then take it out as a distribution, you could end up with an unexpected tax bill.

2 min read

Angie M Grainger

Money Found

30 December 2023

30 December 2023

30 December 2023

30 December 2023

Business owners get $45,000 for setting up retirement plans.

These business owners were happy to see that the fees for their newly defined benefit plan will be paid by the IRS—yet another surprise savings!

3 min read

Angie M Grainger

Money Found

26 December 2023

26 December 2023

26 December 2023

26 December 2023

Year-end tax planning saves a surgeon over $236,800 before 12/31.

Predicting what you'll owe in taxes before year-end gives you time to do something about it.

3 min read

Angie M Grainger

Money Found

24 December 2023

24 December 2023

24 December 2023

24 December 2023

I found $570 of my own money. Oops!

By having annual auto-charge subscriptions, its easy to get charged without knowing it.

1 min read

Angie M Grainger

Money Found

23 December 2023

23 December 2023

23 December 2023

23 December 2023

A business owner gets $1,164 back from DIY tax return error.

Confusion over a retirement account deduction resulted in a small error, but every dollar paid to the IRS is a dollar that can't go toward business expansion.

1 min read

Angie M Grainger

Money Found

29 November 2023

29 November 2023

29 November 2023

29 November 2023

Dentist saves $36,340 by electing PTE before it was too late.

PTE (Pass-Through-Entity) tax credit allows business owners and investors to deduct all of their state taxes.

1 min read

Angie M Grainger

Money Found

26 November 2023

26 November 2023

26 November 2023

26 November 2023

This OBGYN mom gets back $100.10 that was almost lost forever.

It may not be much - but where there is a little mistake, there are usually more.

1 min read

Angie M Grainger

Money Found

25 November 2023

25 November 2023

25 November 2023

25 November 2023

The state was holding $46,640 of this business owner's money.

Having clean accounting is what reveals mistakes and missing money.

1 min read

Angie M Grainger

Money Found

23 November 2023

23 November 2023

23 November 2023

23 November 2023

A typo got this real estate investor a refund of $99,481.

When something doesn't seem right, it probably isn't. Typos on tax returns are more common than you'd think.

1 min read

Angie M Grainger

Money Found

21 November 2023

21 November 2023

21 November 2023

21 November 2023

Clinic saved from paying $2,750 in late fees.

By getting organized, we helped this clinic avoid late fees on their state filing requirements.

2 min read

Angie M Grainger

Money Found

16 November 2023

16 November 2023

16 November 2023

16 November 2023

Ignoring tax notices almost cost this executive $107,138.

Tax notices can be overwhelming—but ignoring them is even worse.

2 min read

Angie M Grainger

Money Found

1 November 2023

1 November 2023

1 November 2023

1 November 2023

Veterinarian saves nearly $35,000 in taxes.

By planning in advance you can use different tax brackets to your advantage.

1 min read

Angie M Grainger

Money Found

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Why settle for anything less than your own, personal CPA firm?

Why settle for anything less than your own, personal CPA firm?

Our team of Certified Public Accountants, Personal Financial Specialists, and Certified Financial Planners® is dedicated to personal finance—so we’re dedicated to you.

Our team of Certified Public Accountants, Personal Financial Specialists, and Certified Financial Planners® is dedicated to personal finance—so we’re dedicated to you.

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