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

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

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

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

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

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

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

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.

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.

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!

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

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

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.

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

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

Having clean accounting is what reveals mistakes and missing money.

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

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

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

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