The proof
Documented client outcomes. Dollars off the bill.
Three referred tax engagements with documented first-year figures. Each paid for itself from realized savings in year one. Historical examples, not guarantees.
Richmond law firm
Net +$14,014 in year one
Growth-stage marketing firm
Net +$29,444 in year one
Principal-owned RE practice
Net +$24,675 in year one
How to read these numbers: "Before" and "After" are actual tax liability. "Net" is labeled on each card as what the client kept in year one after paying engagement costs. Every engagement here paid for itself inside twelve months.
The fine print
What these numbers do and don't say
These are three individual referred engagements with documented first-year outcomes. Historical examples, not a promise of any specific result. How we measure (cohort, baseline, projected vs realized, net of fees) lives on the savings-analysis page. We don't publish numbers we can't stand behind.
For referring firms
What you can check before referring a client
Who signs the work, how data is handled, and what the AI tools see: all published, all readable without a call. Proof on this page is tax-engagement outcomes only. Everything else earns its numbers before we print them.
Want outcomes like these for your S-corp clients?
Book the 30-minute screen call. You'll see the report, the terms, and whether it fits your practice. If it doesn't, we'll say so on the call.