Small Business Tax Advice Case Study:

Finding Tax Savings as a Savvy Small Business Owner

Strategically Structure Your Business Entity To Save On Taxes

Our client Mary wears many hats late in her career: helping her daughter with the administration of running the family restaurant, as well as running a teacher-training program at a large, local university. 

Like many self-employed professionals, there’s a freedom and diversity to her work that makes each day interesting.

As Mary began looking towards her future retirement, she started researching strategies that would help her save and manage her wealth throughout this stretch. Ed Slott’s videos were a trusted learning resource for her, and she wanted to find a tax advisor who’s aligned with the information and opportunities she learned are available to her.

As a certified Ed Slott partner, we do training yearly, so we’re always up to date and can give personalized advice based on Ed Slott’s teachings.

“I feel great. If I was filing as just one person, I would hardly have any write-offs at all. As an S-Corp, I can write off all types of things necessary to my work.”

With guidance from Harsin Advanced Tax Planning, we advised her to create an S-Corp, which allows her to do the same freelance, consulting work, but now she’s able to deduct expenses necessary to her work.

She saves money every year and has a trusted tax advisor to help her navigate tax requirements and strategies.

Confidently structure your business to minimize what you owe in taxes as a small business owner. Harsin Advanced Tax Planning has decades of experience guiding entrepreneurs to make smart tax decisions.

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