Reduce your tax burden


Our clients typically save an average of 28%, freeing up tens or hundreds of thousands of dollars to expand their businesses and achieve unprecedented success. Explore the outcomes we’ve achieved for a selection of our clients below.

Client Results

Medical physician group and nurse team are discussing for a hospital treatment

Physician Group

Multi-specialty medical practice in Philadelphia

Successful physician group each with six figure tax bills:

“We assisted a successful physician group, each member facing six-figure tax bills. By restructuring their entities, we optimized cash flow, minimized liability exposure, and significantly boosted their retirement savings. Most importantly, we substantially reduced the amount they were overpaying to the government.”

Pullover for dry cleaning

Dry Cleaner

Laundry chain in Dallas, Texas

Chain of 14 dry cleaners filing as a Sole Proprietorship:

We designed an entity structure enabling other family members involved in the business to access executive benefits and drastically lower their tax burdens. Simultaneously, we provided protection against potential liability exposure inherent in operations like dry cleaning due to chemical usage.

electric company emergency service vehicle

Electric Company

80 Year Old electric company in Denver

Aging owner selling business to his employees:
We conducted an ESOP analysis and devised a more efficient and cost-effective exit strategy. Additionally, we assisted the owner in appropriately classifying his ownership position, leading to preferential tax treatment for the sale of a significant portion of his shares in the company.

Franchise business concept


Fast food restaurant owner, Northern California

Successful business woman with over two dozen franchises:
A comprehensive corporate restructuring led to an annual tax reduction of nearly seven figures. Simultaneously, we collaborated with her financial advisor to organize her estate plan while executing the necessary corporate restructuring to implement the income tax strategy.