Success Stories


Small Business Support

Real Estate Broker

We provided a new corporate architecture to an independent real estate professional’s activities. This pro previously was a sole practitioner filing a Schedule E along with a Schedule C, both of which were fairly complex. With a reduction in accounting fees, we guided the broker through the process of establishing an LLC/Schedule C, and two LLC/S-Corps. In addition, the pro became an employee of one of the S-Corps which created additional retirement program and tax-advantaged benefit options. Bottom line: this pro is on the way to a sounder future. Contact us to see what we can do for you!


Individual Tax

Expat State Return Error

We saved a new client over $3,000 in the first year and filed amended returns for the previous five filings for a total of over $15,000 in tax refunds. It pays to have a CPA review the work and even between CPAs, a specialist in a particular area can identify missed opportunities. Our association with CPA Network Solutions provides us mega-firm depth with the service of a small, independent firm.