Real Results for Real Clients

The owner was running about $180,000 in annual profit through a sole proprietorship, paying the full 15.3% self-employment tax on every dollar.

We elected S-Corp status, set a reasonable W-2 salary, restructured the remainder as distributions, and set up compliant payroll and monthly bookkeeping.

The business cut its self-employment tax by roughly $28,000 a year and now has clean, tax-ready books.

The client owed $92,000 in back taxes and penalties, had three years of unfiled returns, and was facing a bank levy.

We filed the missing returns, requested a levy release, and negotiated an Offer in Compromise based on the client financials.

The IRS accepted a settlement of $9,400, the levy was released, and the client is now current and on a manageable plan.

The investor had 18 months of unreconciled transactions across several accounts and no reliable profit-and-loss statements.

We reconciled every account, categorized transactions to Schedule E, and set up monthly bookkeeping with tax-ready reports.

The investor filed on time with confidence and we uncovered about $14,000 in previously missed deductions.

The founder had formed a US LLC but missed the required Form 5472 and 1120 filings, risking penalties of $25,000 or more.

We obtained an EIN, filed the back Form 5472 and 1120, and set up an annual compliance calendar with reminders.

The founder avoided steep penalties and now stays compliant year after year with a clear checklist.