Some of the biggest wins come from the simplest shifts—like having someone finally ask the right questions.

In this case, a small business owner came to us after months of frustration. His CPA wasn’t responsive, and he wasn’t getting the advice he needed. He had just started his business and, like many entrepreneurs, was doing his best to get things right. But when tax season came around, he handed over the same data he always had—and expected the same routine response.

That wasn’t good enough for us.

Instead of just copying and pasting numbers into a tax return, we did what we always do. We looked deeper. We asked questions. We took the time to really understand his situation—because when you’re building a business, your numbers tell a story. And that story deserves to be read properly.

Right away, we uncovered something his prior CPA had missed entirely: deductions. And not just one or two. By walking through his expenses and asking careful questions, we uncovered home office deductions, business-related personal expenses, and other tax-saving opportunities that had never been picked up before.

The total savings? Nearly $8,000.

And the best part? We didn’t take any risky or aggressive positions. All we did was take the time to dig into the facts, clean up the details, and file a return that truly reflected the business he was working hard to build.

Here’s What We Took Away from This

• Small business owners shouldn’t be expected to know the tax code. That’s our job.

• If no one’s asking you questions about your business or your expenses, there’s a good chance money is being left on the table.

• When you're growing something new, your focus should be on building—not trying to untangle complicated tax rules alone.

The truth is, you don’t need to guess at what’s deductible. You just need a team who cares enough to ask.

A Win for the Business—and for the Bigger Picture

This wasn’t just about getting money back. It was about helping this business owner feel confident in the foundation he’s building. By switching to a team that gives proactive, year-round support, he’s no longer in the dark. He has a system. He has a partner. And he knows someone is watching the details so he can focus on growing.

That’s what we want for all our clients.

If You’ve Been Wondering...

If your CPA isn’t responsive—or if your tax prep feels like it’s on autopilot—this story is your sign. You deserve more than a once-a-year interaction. You deserve a team that helps you flourish both financially and personally.

We’re focused on one thing: helping you live a better, more prosperous life. We’re with you—we’re here to help.

Book a consult with us to see if there’s money hiding in your business, and join us as we continue sharing stories of how we find money.