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Arthur's Big Tax Savings
Arthur, a hard-working owner of a bustling trucking company in New York, was grappling with a massive tax liability of $1,978,030. Like many small business owners, Arthur was striving to grow his company while staying on top of his tax obligations - a balance that is often difficult to maintain. Enter I-Tax Plan. Our seasoned tax experts met with Arthur to understand his unique business context, challenges, and goals. We recognized the need for a tailored solution and crafted a customized tax plan tailored to Arthur's trucking business.
The result? We significantly reduced Arthur's tax liability from $1,978,030 to $954,930. This strategic tax planning led to impressive savings of $1,023,100 - a substantial relief for Arthur and a game-changer for his business.
Meet Lenard - the owner of a thriving Managed IT services company in California. Even as his business prospered, Lenard was facing a daunting tax liability of $277,511. For Lenard, this financial strain was a barrier to his company's expansion and growth. Recognizing Lenard's predicament, our team at I-Tax Plan swung into action. After an in-depth consultation with Lenard, we developed a tailor-made tax plan for his specific business model and financial objectives.
The outcome? A dramatic reduction in Lenard's tax liability, from $277,511 down to a mere $23,123. This staggering saving of $254,388 marked a turning point for Lenard's business, freeing up much-needed funds for reinvestment and growth.
Our team restructured his tax payments, his tax responsibilities are always under control and there is no more tax surprises at the end of the year.
Mark, a software engineer based in Palo Alto, found himself facing a unique and rather daunting tax situation. As a single W2 employee with an impressive salary of $327,000, Mark's tax liability was a staggering $125,376. His CPA seemed at a loss, suggesting that the only ways to lower his tax bill were life-altering decisions like getting married or having children.
Enter I-Tax Plan.
Our team of tax experts understood that Mark needed a solution that went beyond the conventional advice. We knew there had to be strategies that could be applied, regardless of Mark's marital or parental status.
We then crafted a personalized tax plan designed to minimize Mark's tax liability while aligning with his lifestyle and career objectives.
The result? A significant drop in Mark's tax liability from $125,376 to just $52,432. This meant a remarkable saving of $72,944 for Mark - without any need to alter his personal circumstances.
Javier Gonzalez is a highly experienced sales professional with a track record of success in the SAAS industry. With over 20 years of experience under his belt, Javier is an expert in marketing automation and business growth. He has worked with some of the leading companies in the industry, including Infusionsoft, HubSpot, Chime, and Corvee. Throughout his career, Javier has helped over 500 firms achieve $1M in revenue by transitioning from compliance to advisory services. His skills as a tax plan strategist have also been invaluable, as he has assisted CPA firms in saving over $200M in taxes for their clients.
Javier's expertise extends beyond tax planning, as he is also an expert in Charitable Financing. He understands the importance of giving back to the community and has helped many businesses make a positive impact through strategic charitable giving. Javier is passionate about helping businesses succeed and is committed to delivering exceptional results for his clients. With his vast knowledge and experience, Javier is a trusted advisor for businesses looking to grow and thrive in a competitive marketplace.
Michael Diyanni began his professional career in the United State Air Force working as a Flying crew chief on a KC-135. He served in three wars: Operation Allied Force during the Kosovo War, Operation Enduring Freedom during the Afghanistan war and Operation Iraqi Freedom.
Michael graduated with a Finance degree from Ohio State University. After college he began working in Finance with his family’s 5th generation Home Building Company in Columbus Ohio Diyanni Homes. He then attended Law School at both the University of San Diego and Stetson University with a focus on Finance. During Law School at Stetson University he was invited to study in the Cayman Islands. Michael was a part of the first group of U.S law students to study at Truman Bodden Law School in George Town, Cayman Islands. As a result of his experience and the fact that 85% of all U.S Hedge funds are incorporated in the Cayman Islands Michael began to focus on the development of financial products.
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