Now playing
This Entrepreneur Got $180K Back… and Then Another $11K in Bonus Refunds
Episode 17
A clean amendment led to a $180K refund—but the IRS sent a bonus too. Learn how we found even more for this entrepreneur.
Learn more
Angie Grainger, CPA/PFS, CFP
2 May 2025
2 Min Read
This Entrepreneur Got $180K Back… and Then Another $11K in Bonus Refunds
What’s better than a $180,000 tax refund? An unexpected $11,477 on top.
We don’t usually talk about surprise money—but this one caught even us off guard. One of our clients had already received a substantial refund after we amended their tax return. But then came the bonus: over $11,000 in refunded penalties and interest, all thanks to the work we’d already done.
This is what happens when things are done right from the ground up.
The original issue was a tax return filed before our involvement. When we took over, the accounting told a different story—and not in a good way. But once we cleaned up the books and took a proper look at the full financial picture across multiple practices and real estate holdings, it became clear that something was off. So we dug in, amended the return, and secured a refund of over $180,000.
And then came the kicker: weeks later, a separate check arrived in the mail—$11,477 in refunded penalties and interest that the IRS calculated as part of the amendment. No extra paperwork. No request required. Just another win that came from doing it right the first time.
The key here wasn’t just amending a tax return. It was the depth of understanding we brought to the table—how each clinic, each property, each entity was connected. That’s where the real value comes in. Because when your finances are complex, the only way to stay ahead is to have a team that sees the whole picture.
This is why clean accounting matters. It’s why proactive oversight matters. And it’s why so many business owners who work with us find money they never knew was missing.
In this case, it meant over $191,000 back into the hands of one successful entrepreneur. That’s not just a win—it’s the kind of turnaround that fuels more growth, more opportunity, and more peace of mind.
We’ve found over $17 million in messes, mistakes, and missed opportunities—just like this.
If you’re wondering whether you’re missing something in your own finances, we’d love to take a look. Book a consult with our team, and let’s find out what’s possible for you.
Money Found Stories
