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A client received an IRS letter demanding additional taxes from a house sale. We accurately identify relevant tax exemptions and prepared a comprehensive argument highlighting the overlooked cost basis and applicable tax exemptions. The issue was successfully resolved with the IRS. This case exemplifies our commitment to leveraging our tax expertise to benefit our clients.

A client who had mistakenly included collected sales tax in their gross receipts, resulting in them paying additional income tax on the sales tax amount. By conducting a thorough review of the client's financial statements and transaction records over the past 15 months, we identified the discrepancy. We then meticulously prepared and filed amended tax returns to accurately exclude the sales tax from the taxable income.

A client was exploring tax-efficient strategies for retirement savings and intergenerational wealth transfer. We developed minimizing the tax impact of converting traditional IRA assets to a Roth IRA, alongside optimizing the tax benefits of gifting to family members.

A client who owned multiple businesses across different industries, each with its unique tax considerations.We conducted a detailed review of the tax structures, revenues, and expenses of each business, alongside the client's personal tax situation. Then, we provided strategies of creating a holding company structure and strategically applying tax credits and deductions across the businesses.