The Story:
A general surgeon was paying high taxes and had fragmented financial services, with different providers handling bookkeeping, taxes, and legal matters. They sought a holistic solution.
Tax Situation Overview:
- Annual Income: $2,500,000
- Cash Flow Recovery Number: $1,800,000
- Estimated Annual Tax Savings: $720,000
The Strategy:
We helped the surgeon streamline all financial services under one roof, providing access to tax CPAs, bookkeepers, attorneys, and financial strategists. In addition to the tax savings, our coaching services helped the surgeon identify investment opportunities and reduce practice costs.
The Outcome:
The surgeon saved $720,000 annually in taxes and saw a 15% reduction in practice costs. With all financial services integrated, they gained complete clarity over their finances and were able to reinvest their savings into lucrative investment opportunities.
