See Our Tax Strategy in Action: A Case Study

Corporate tax planning case study

We reduced one of our client’s owed taxes from $119,000 down to $19,000 (159%). Get ready to move your business forward. See our tax strategy in action.

The Situation

Several years ago, Carl engaged with us to run a financial health check for his corporation. Carl owns a drone consulting business. When he came to us, his financials were a mess and he did not know where all his profits were going. Although his business increased their revenue, he was not able to see the money in the bank, Carl was not sure if his business is headed in the right direction, and he was looking for clarity for the future and sustainability of his corporation.

He had so many plans for his business and one of those is investing in commercial and residential real estate through his corporation as his wife loves prime real estate.

The Solution

We started with the financial health check to prioritize key areas for improvement necessary for growth and success. After that, we generated and analyzed information in areas identified for improvement using our proprietary process and customized procedures.

Our proper analysis of the business’s financial position led Carl to clear and strategic decision making which enabled him to address the areas that are interfering with his corporation’s optimal performance.

We explored various tax planning strategies for Carl’s corporation, and we were able to reduce his owed tax from $ 106,000 down to $19,000. We also presented profit maximization strategies and ideas on how to improve his business cash flow and bottom line.

Knowing Carl has an interest in real estate investment, we spearheaded a roadmap for him and his wife to make these investments in the most tax-efficient manner through his corporation. He is now looking to buy multi-unit properties.


Carl was able to invest his tax saving in real estate. He obtained a better understanding of his corporation’s financials through our financial health check and he now has a renewed optimism and confidence for the sustainability of his business which has grown tremendously and profitably since we started working with him. He is also able to take more vacations with his family and with peace of mind.