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Tax Preparation

Client Case Studies & Marketing Proof

1. Specialty Trade Contractor (HVAC / Plumbing)

Profile: Commercial & Residential HVAC Contractor | Location: Tampa, FL Metro Area

THE CHALLENGE

The client was generating $1.2M in annual revenue but constantly felt strapped for cash. Their books were maintained in standard QBO with no job-costing breakdown, leading to uncaptured subcontractor expenses, misclassified materials, and overpaying self-employment taxes.

OUR SOLUTION

  • Re-mapped Chart of Accounts into a specialty Trade & Construction COA.
  • Implemented job-cost tracking by vehicle and job site to isolate unprofitable contracts.
  • Executed S-Corp tax optimization and leveraged Sec 179 vehicle write-offs.

Key Measurable Results

  • $34,200 saved in Year 1 federal and self-employment taxes.
  • Increased net profit margin from 8% to 14% within 6 months.
  • Reclaimed 10+ hours per week previously spent manually reconciling invoices.
  • "We were doing $1.2M in revenue, but had no idea where our cash was going. Within 90 days, they overhauled our job costing, implemented Sec 179 vehicle write-offs, and saved us over $34,000 in taxes."

— Marcus T., Master HVAC Contractor

2. Dental & Medical Practice

Profile: 2-Doctor General Dental Practice | Revenue: $1.5M Annual Collections

THE CHALLENGE

Production was high, but net profits lagged due to unreconciled PPO write-offs, merchant fees mixed with patient co-pays, and elevated staff/lab overhead. The owner was losing out on Sec 199A QBI deductions due to SSTB limits.

OUR SOLUTION

  • Integrated Dentrix PMS clearing accounts with QBO to separate production from bank deposits.
  • Restructured owner compensation & implemented a 401(k) Cash Balance Plan.
  • Categorized lab fees and dental supplies against 60% industry overhead benchmarks

Key Measurable Results

  • Reduced practice overhead from 72% down to 61% in under 8 months.
  • Saved $42,500 in tax liability via retirement planning and QBI mitigation.
  • Eliminated month-end billing discrepancies between PMS collections and bank deposits.
  • "Dental practice accounting isn't standard small-business accounting. They fixed our Dentrix-to-QBO clearing accounts and saved us $42k in taxes through proper QBI and retirement structuring."

— Dr. Sarah L., DDS

3. Real Estate Investor & STR Host

Profile: Real Estate Investor with 6 STRs (Airbnb/VRBO) and 2 Fix-and-Flips across 3 LLCs

THE CHALLENGE

Using 4 bank accounts interchangeably created co-mingled expenses, un-tracked occupancy taxes, and missing property-level P&L reports, making tax prep a nightmarish end-of-year rush.

OUR SOLUTION

  • Consolidated multi-entity bookkeeping into standard property management software mapped to QBO
  • Separated capital expenditures (CapEx) from operating expenses (OpEx).
  • Coordinated a Cost Segregation Study to accelerate depreciation.

Key Measurable Results

  • $55,000+ in federal tax savings using accelerated bonus depreciation strategies.
  • Reconciled 100% of channel manager payouts net of service fees.
  • Delivered monthly property-by-property profit and loss statements for bank refinancing.
  • "If you manage multiple STRs, do not use a generalist bookkeeper. They cleaned up 3 LLCs, reconciled our Airbnb payouts, and saved us $55,000 with a cost segregation strategy."

— David K., Real Estate Investor & STR Host