Dr. Allison is a self-employed nephrologist, a minority partner in a dialysis clinic, and owns two rental properties. She was unhappy that despite paying taxes quarterly, she still owed the IRS additional funds at the end of the year.
When she came to us, she was only deducting car mileage, travel and license-related expenses. We helped her claim all expenses legally available to her.
We also recommended that she set up an LLC, which opened her up to additional deductions.
After all was said and done, we helped Dr. Allison save $45,000 annually.