Michael Russel
Michael Russell, coach to world-ranked tennis star Taylor Fritz (ATP #6), partnered with our firm for proactive tax planning and forecasting. For the 2025 tax year, we implemented advanced tax strategies including SEP IRA contributions, Section 179 and bonus depreciation, and traditional IRA planning. These efforts resulted in approximately $28,000 in tax savings, allowing for smarter wealth management and long-term financial efficiency.
Raizes Mexican Kitchen
We supported restaurant owner Aristo Gaspar in resolving a significant IRS payroll tax liability totaling $75,000. Through detailed documentation, consistent IRS communication, and strategic resolution planning over a 12-month period, we successfully reduced the balance to $5,000, restoring compliance and providing financial stability for continued business growth.
Jay Thomas Realty
Jay Thomas initially engaged our firm for a one-time tax filing and later transitioned into a full-service bookkeeping and payroll client. In 2025, we prepared and amended prior-year tax returns to correct inaccuracies and optimize filings. Our work resulted in $45,000 in tax savings and a stronger financial foundation for long-term success.
The Dua Brand
Owned by Mahsam Raza, The Dua Brand has been a valued client since 2020. We provide comprehensive accounting support, managing multiple bank accounts, credit cards, and merchant platforms. Through detailed reconciliation and strategic financial oversight, we consistently help the company save approximately $25,000 annually, even within a complex and high-volume financial environment.
