In 2019, Mr. Jackson, an experienced businessman who owns a range of various companies, started an exciting new online store. Even though he had a lot of experience, he depended on a personal accountant to help him with the complicated finances of his new business.

Even though this accountant was skilled, they didn't know much about how to tax online purchases. Because of this, there were some mistakes in the company's financial records. The tax forms did not list the distribution funds and withdrawals of capital. There were a lot of blank spots in the books where income and expenses should have been written, and deals were not properly recorded.

These problems were found when he reached out to us. We had to request all the necessary paperwork to correct the tax papers and tax assessment. So, what's going to happen if they do their taxes wrong over the course of time? The business would be very likely to be audited in the future, which could cost them a lot of money and hurt their brand image, which is a bottleneck in their development.

Dustin and Rosie, a middle-aged couple, chose to do something brave. They sold their family home and all their assets to invest in the stock market. As their gamble paid off, they made a substantial profit. However, with great profits came a significant tax liability. Unprepared for this, they were faced with a tax bill of over 2 million USD.

Knowing the gravity of their situation, they reached out to us for help. With years of experience in solving tax issues, our tax attorney sent the IRS papers that explained the couple's financial hardships. His argument was that even though they did make a profit, they couldn't pay such a high tax rate because they already invested all of their life savings and assets into stocks.

After a thorough review, the IRS agreed with them and cut their tax bill by more than half, which saved them over $1 million USD. This comfort meant that John and Emily could keep working on their finances without worrying about going into too much debt.