“Led to a substantial reduction of over $45,000 in their overall tax liability for every year moving forward.”

Shawdry owns a flower shop and, like many small business owners, was unknowingly overpaying on her taxes. After working together, we were able to re-categorize a number of her expenses—many of which were personal costs that should have been classified as business-related. We also implemented a combination of strategies, including optimizing her business deductions, setting up retirement accounts, improving asset protection, and restructuring her entity. These changes led to a substantial reduction of over $45,000 in their overall tax liability for every year moving forward. Now, Shawdry can reinvest those savings into her business and continue to grow with confidence, knowing her finances are working for her.