Tax Strategy Case Studies

Our Work

Real Clients. Real Plans. Real Results.

Every case study below is drawn from an actual tax plan we built for a real client. No hypotheticals. No projections. Just the math.

Case Studies

Active Trading • Massachusetts

From a $634K Tax Bill to a Fully Funded Retirement

A retired active trader was generating significant capital gains with no strategy in place. By combining an S-Corporation election, Trader Tax Status, a spousal 401(k), and a PTET election, we restructured his entire tax profile in a single year.

S-Corp Election Trader Tax Status Solo 401(k) PTET Election Spousal Employment

Medical Practice • Illinois

First-Year Practice Walks Away Saving $90,199

A physician-owned medical practice completed their first year of business and faced a tax bill nearly as large as their startup costs. A targeted S-Corporation election and retirement plan overhaul changed the trajectory of both their tax bill and their wealth.

S-Corp Election SEP IRA to 401(k) Reasonable Comp Study Solo 401(k)

Photo & Media Company • Washington D.C.

From No Strategy to a 32% Tax Reduction in a Single Year

The sole owner of the oldest panoramic photo company in the U.S. was facing an $86,573 combined tax bill with no strategy in place. A layered approach — from 401(k) optimization through C-Corporation formation — saved $28,082 per year with additional upside built into 2026.

C-Corp Formation Section 179 401(k) Optimization S-Corp Distributions Section 1202 QSBS

We Want to Work With You

We’re always looking for clients who are ready to take their finances seriously and who have goals they actually want to achieve. Ready to get started? Reach out to us today! We can’t wait to meet you.