M.H., a radiologist, and his wife, also a physician, were two W-2 docs earning a combined $830,000 annually, and they knew they needed more than the basic tax help they were getting from their accountant.
As M.H. put it, ”It was just tax filing. No strategy at all.”
Despite being told by well-intentioned peers that W-2 employees have no real options for lowering their taxes, M.H. and his wife sought out Terra Firma to see if that was true.
Through their Discovery process, Terra Firma not only educated the couple on how they could in fact save big on taxes by legally restructuring their assets, but they also showed them that their minimum savings was actually $115,000, with more potential savings to be had through further planning.
M.H. initially questioned whether these strategies were fully IRS-approved, and the Terra Firma team assured him they were—every move pulled directly from the tax code, not aggressive loopholes.
Today, M.H. and his wife have a clear plan to keep more of what they earn and build real wealth, without relying on traditional advice that would have left them overpaying for years.
