Real Case Studies from Real Clients
Real Clients, Real Savings:
See How We've Helped Our
Clients Save On Taxes
Every person deserves to keep more of what they earn, and our proven track record shows exactly how we make that happen. These testimonials and case studies represent hard-working people— just like you— who trusted us to optimize their tax strategy. See the specific methods, results, and ROI that have helped hundreds of of our clients save on taxes and reinvest in their growth.
Creating Financial Certainty
One Client at a Time
488
Happy Clients saving
money nationwide
30M
Dollars saved
collectively since 2021
250
Certified tax
strategists nationwide
Explore the Tax Strategy Playbook—One Client at a Time
We’ve helped business owners, real estate investors, high-income earners, and self-employed professionals save from $5,000 to over $130,000 in a single year—all through strategies powered by the MERNA™ Method.
Every case study includes total tax savings, a side-by-side comparison of before vs. after, the investment amount, and a full strategy breakdown—showing exactly how MERNA™, encoded in our proprietary software led by our experienced tax pros, turned complexity into real, measurable savings.
Case Study 1
Saved $87,424 | ROI: 4.85x
Business owner household earning $500K+. Uncle Kam layered in family payroll, a DB plan, and full fringe strategy to reduce taxes by 85%.
Case Study 2
Saved $35,027 | ROI: 4.67x
Sole proprietor transitioned to S-Corp. We layered in Augusta Rule, SEP IRA, and auto deductions to dramatically reduce tax liability.
Case Study 3
Saved $108,023 | ROI: 4.5x
Real estate investor + W-2 spouse qualified for REPS, ran cost seg, and used STR loopholes to eliminate six figures in taxes.
Case Study 4
Saved $41,669 | ROI: 4.17x
Husband-wife design firm lacked structure. We installed an S-Corp, added payroll and retirement stacking, and cut their bill in half.
Case Study 5
Saved $7,320 | ROI: 3.66x
Real estate agent used REPS and rental depreciation strategy to legally bring tax bill to $0.
Case Study 6
Saved $5,770 | ROI: 1.92x
Chiropractor shifted from Schedule C to LLC with smart tracking and deductions.
Case Study 7
Saved $41,669 | ROI: 4.17x
Architecture business was leaking taxes. We installed payroll, 401(k)s, and advanced deductions for family-run operation.
Case Study 8
Saved $7,320 | ROI: 3.66x
Real estate agent used REPS and rental depreciation strategy to legally bring tax bill to $0.
Case Study 9
Saved $5,770 | ROI: 1.92x
Health practitioner with no entity setup or deduction awareness. We corrected everything and installed a repeatable system.
Case Study 10
Saved $87,424 | ROI: 4.85x
Husband-wife design firm lacked structure. We installed an S-Corp, added payroll and retirement stacking, and cut their bill in half.
Case Study 11
Saved $13,320 | ROI: 3.8x
Solo graphic designer had 2 years unfiled and missed deductions. We rebuilt books, filed properly, and cut tax bill nearly in half.
Case Study 12
Saved $16,060 | ROI: 6.4x
Salon owner faced huge tax bill with no guidance. We rebuilt books, flagged $16K in missed deductions, and slashed liability by 70%.
Case Study 13
Saved $15,000 | ROI: 3.75x
S-Corp owner had audit risk and no payroll clarity. We rebuilt books, fixed compliance, and secured $15K in tax savings.
Case Study 14
Saved $92,330 | ROI: 4.6x
High-earning couple lacked strategy. We built an S-Corp plan with payroll, retirement, and Augusta Rule—cutting $92K in taxes.
What Our Clients Say After Seeing the Full Picture
These stories go beyond results—they capture what it feels like to finally understand your taxes, protect your income, and operate with strategy. Each testimonial below comes directly from a client featured in our case studies.
See Our Top Leader In Action
This section covers essential topics for mastering our software. From UI design to backend structure, each aspect is crucial for a seamless experience.
This section covers essential topics for mastering our software. From UI design to backend structure, each aspect is crucial for a seamless experience.
This section covers essential topics for mastering our software. From UI design to backend structure, each aspect is crucial for a seamless experience.
This section covers essential topics for mastering our software. From UI design to backend structure, each aspect is crucial for a seamless experience.
This section covers essential topics for mastering our software. From UI design to backend structure, each aspect is crucial for a seamless experience.
This section covers essential topics for mastering our software. From UI design to backend structure, each aspect is crucial for a seamless experience.
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Professional, Licensed, and Vetted MERNA™-Certified Strategist Who Will Save You Money.
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Professional, licensed, and vetted tax advisors who will save you money.