Case Study: Patty Saam
Patty owns a major insurance agency. Thinking that her business was too small to do any kind of tax planning, Patty used to file tax returns all by herself. When we reviewed her tax returns, not only was she overpaying in taxes by $14,703, but she also had many compliance issues and was not maximizing on all of her deductions. We were able to save Patty $14,703 in taxes in the first year, and 5-year tax savings of $66,475.
- Owns an Insurance Agency
- Her youngest daughter is a CPA, and thought she was taking all possible tax deductions
- She used to filed tax returns by herself
- Thought her business is too small to do any kind of tax planning
- When we reviewed her tax returns, not only she was overpaying in taxes by $14,703, but had so many compliance issues and was not maximizing on all her deductions
- We saved her $14,703 in taxes in the 1st year & 5 year tax savings of $66,475
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