From Overworked to Financially Empowered: How One Agency Owner Unlocked $114K in Tax Savings
Discover the Strategic Tax Approach That Helped Courtney Kehl Scale Her Agency and Sleep Soundly at Night!
TAX SAVINGS
TAX-FREE CASHFLOW
ROI
“In comparison to other business advisory firms I have worked with, the quality and detail of service that KB Tax Devisers CPAs provides is unmatched. As an owner of a marketing agency, I wanted a firm that understands my core business, and I believe that I have found that in KB Tax Devisers CPAS. They offer ethical and knowledgeable advice to ensure money is invested back into my company’s growth, while offering forward-thinking tax strategies that looks out for the best interest of our company employees. From their full line of tax planning, accounting and preparation services, we are very pleased with their level of service and responsiveness and can unreservedly recommend KB Tax Devisers CPAS for your consideration. I look forward to growing our business with them for years to come. “
The Challenge
Courtney was leading a high-performing agency—but financially, it didn’t feel like it. Her CPAs showed up once a year, missed $64K in refunds, and offered generic advice that left her feeling broke, uncertain, and reactive.
She was flying blind on key business decisions. Capital was sitting idle, and scaling felt risky without clarity or control.
The Solution
We started where most accountants don’t even look—her past. Within weeks, we recovered $64K in missed refunds. From there, we implemented a proactive tax strategy, began meeting quarterly, and aligned every financial move to her business goals.
We deployed cash into investments that now pay for themselves, built out her employee equity plan, and positioned the agency for scale and eventual exit. This wasn’t tax prep. This was strategic transformation.
“You told us what we didn’t want to hear—but what we needed to hear. Now we walk out of every meeting completely aligned, no surprises”
— Courtney Kehl, CEO & Founder
The Results
💰 $64,000 recovered from past filings
📉 $50,000+ in annual tax savings
🚀 Tax-free cashflow reallocated into growth, M&A, and internal ops
🏆 Equity plan launched—team now shares in the upside
💡 Full financial visibility + exit readiness
🛡️ From reactive to bulletproof: “Now I sleep at night. We can weather anything”.
Find Out How Much You’re Leaving on the Table.
Act now to maximize your 2025 tax savings!