Client Successes

Enhanced accounting practices, over $100,000 in tax savings, and improved communication have led to superior financial management and more informed decision-making for the medical practice.

• Captured deductions & tax credits totaling $107,800
• Discovered accounting errors that recovered $55,000
  and maximized CA tax benefits
• Modified general ledger to track operations by location

The single-owner manufacturing company experienced substantial financial improvements and enhanced management by transitioning to our proactive CPA firm, which provided ongoing support, identified annual tax savings, and recovered tax through credits and amendments.

• Captured missed corporate deductions resulting in
  $31,000 in annual tax savings
• Amended prior year returns to capture R&D credits to the
  tune of $49,000
• Discovered sales tax filing oversight resulting in refunds of
  $12,385 to the owner