Beyond the Numbers: How One Mission-Driven Entrepreneur Transformed Tax Complexity into $78K of Strategic Freedom
After years of piecemeal advice and misaligned tactics, Justin needed more than deductions — he needed a values-aligned plan that honored both his business and his beliefs.
Justin Breaux is the founder of My Auto Surgeon, a trusted auto repair and diagnostics company delivering dealership-level expertise with a personal, values-driven approach. Known for combining technical precision with heartfelt service, Justin leads a team that treats every vehicle — and every client — with integrity and care. Through his partnership with KB Tax, Justin gained the financial clarity and strategic tax planning needed to protect his growing business, optimize profitability, and align his operations with his long-term mission.
$75K
TAX SAVINGS
$171K
TAX-FREE CASHFLOW
653%
ROI
“It goes beyond accounting. Every meeting brings strategy, structure, and peace of mind. I’ve never felt more supported in my business. “
— Justin Breaux
The Challenge
Despite being immersed in personal growth and mission-driven business development, Justin’s financial structure was reactive, fragmented, and missing deeper tax strategy. He had worked with tactical professionals but lacked a proactive partner who could align his values, vision, and numbers.
The Solution
We started where most advisors stop—by listening. Justin didn’t need another one-size-fits-all tactic. He needed strategy that honored his values and his vision. After reviewing his financials, we evaluated multiple advanced planning tools and educated him fully on each path.
We implemented a Finance Insurance strategy that reduced his tax liability by over $50K in year one, without compromising his privacy or time. We also aligned his entity structure for long-term protection and cash flow. This wasn’t just a tax plan. It was a strategic safeguard for a business with purpose.
The Results
✅ $38K+ in Year-One Tax Savings
By implementing the proven tax planning strategies, Justin significantly reduced his tax liability while maintaining alignment with his persona and business values as well as financial goals.
📈 Strategic Cash Flow & Long-Term Protection
His entity structure was optimized for current savings and future scalability, allowing him to retain more earnings and position his business for sustainable growth.
🧠 Time-Saving Clarity & Trusted Guidance
With clear communication, proactive planning, and zero guesswork, Justin gained the confidence to focus on purpose—not paperwork.
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