Case studies

Here are some real stories of how we've helped our clients save thousands of dollars in taxes.

Case Study #1

Ariel is a blogger and lifestyle influener that made $250,000+ last year. She was working with a local accounting firm that cost her thousands of dollars in unnecessary taxes.


Result: Got back $10,000+ from her previously filed return and saved $12,000+ this year

The local accounting firm she was working with was not familiar the content creator industry and its various deductions. As a result, her accountant failed to write off $25,000+ of legitimate deductions on her tax return.

After signing up with us, we immediately filed an amended return and included those legitimate deductions. This resulted in her getting back $10,000+ from the IRS and state returns.

Her old accountant also failed to set her up as an S Corp (just as an LLC), costing her thousands of dollars in Self Employment Taxes. We immediately set up the S Corp, cleaned up her financials, and started getting her every deduction she was due.

By setting her up as an S Corp and giving her the deductions, she will likely save $12,000+ this year by switching to us.

Case Study #2

Jaime is a YouTuber that made $175,000+ last year. Jamie tried to do his own taxes but became overwhelmed by the tracking of expenses, quarterly payments, and figuring out what expenses were deductible. He then got so busy he forgot to file his return on time.


Result: Jaime got back hours of his time and relieved all his tax stress by working with us

The first thing we did was make sure Jaime was set up correctly from a legal standpoint. This meant setting up an LLC to legitimize his company and electing S Corp status to save on Self Employment Taxes.

Next, we set up QuickBooks and imported all of this transactions for the year. We then organized his income and expenses, making sure he was getting the max deductions possible.

Now that he was fully set up and organized, we got into a regular monthly routine of reviewing his financials with him so he constantly knew exactly where he stood financially and how much he would owe in taxes.

This relieved an immense amount of stress so he could focus on his content. It also meant he was maximizing his deductions and no longer missing deadlines, which results in fines and penalties.