EXPERT TAX STRATEGY

When a successful business owner approached us for a second opinion on their past tax filings, they suspected that opportunities may have been missed. After a comprehensive review of their prior three years of returns, we confirmed their instincts were right—and the results were remarkable.

Our team conducted a meticulous examination of the client’s financial records and tax filings. Through this process, we identified several areas where deductions had been overlooked, income had been misclassified, and recent tax law changes had not been applied effectively.

We prepared amended returns for each of the past three years, ensuring every available credit and deduction was accurately applied. Once submitted, the results spoke for themselves: the client received combined federal and state tax refunds totaling approximately $1.5 million.

Beyond the financial recovery, our work gave the client peace of mind and confidence in their compliance going forward. We continue to work with them to optimize their tax strategy and ensure they never leave money on the table again.