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Client Case Studies

Every business below came to us with a mess, a deadline or a dream — and left with clean books, lower taxes and a CPA team on their side. Here's exactly what we did and what it delivered.

Tax savings identified$38K+ for one client
Industries servedE-commerce, food, agencies & more
CoverageAll 50 US states, fully remote
Case Study 01 — E-Commerce

Shopify Brand Saves $38K in Taxes

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The Challenge.
A 7-figure Shopify seller came to us with 2 years of unreconciled books, missed sales-tax filings in 4 states and a tax bill that kept growing because the business was structured the wrong way.

The Result.
We cleaned up 24 months of books, registered and back-filed sales tax in every required state, then restructured the business to an S-Corp with payroll — cutting self-employment tax dramatically and making the books audit-proof.

I was terrified of an IRS letter. Three weeks later my books were spotless and my CPA showed me exactly where the $38K in savings came from. Best decision I made for my brand.

— Owner, 7-figure Shopify store (TX)
$38KTax Saved Year One
3 wksBooks Fully Cleaned
24 moBack-Books Reconciled
4 statesSales Tax Back-Filed
What we did
  • Full catch-up bookkeeping for 24 months across Shopify, Stripe and PayPal
  • Sales-tax nexus review, registration and back-filing in 4 states
  • S-Corp election with reasonable-salary payroll setup via Gusto
  • Monthly CPA-reviewed reporting so it never falls behind again
Case Study 02 — Restaurant Group

Restaurant Group Automates Payroll & Sales Tax

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The Challenge.

A 3-location restaurant group was running payroll manually in spreadsheets and kept missing quarterly sales-tax deadlines — penalties were eating into already-thin margins.

The Result.

We moved the team to Gusto payroll with fully automated tax filings and took over monthly bookkeeping. The owners got 20+ hours back every month and haven’t paid a single penalty since.

Payroll used to take my manager two full days. Now it runs itself, tips are reported correctly, and I finally see real numbers per location every month.

— Owner, restaurant group (PA)
20 hrsSaved Every Month
$0Penalties Since Switch
3Locations Consolidated
Day 10Books Closed Monthly
What we did
  • Gusto payroll migration with tip reporting and multi-location setup
  • Automated federal & state payroll tax filings — zero manual work
  • Monthly bookkeeping with per-location P&L reporting
  • Quarterly sales-tax filing calendar with automated reminders
Case Study 03 — Foreign Founder

Non-US Founder Launches US LLC in 12 Days

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The Challenge.
An overseas agency owner needed a US LLC, EIN, ITIN and a business bank account to work with US clients — without traveling to the United States and without knowing where to start.

The Result.
We formed a Wyoming LLC, obtained the EIN directly from the IRS, filed the ITIN application through our IRS Certifying Acceptance Agent (CAA) service and set up Mercury banking — 100% remote, start to finish.

From first call to US bank account in under two weeks — I never left my home country. The team handled every form and explained every step.

— Founder, digital agency (serving US clients)
12 daysFormation → EIN
100%Remote Process
WYLLC State of Choice
CAAIRS-Certified ITIN Filing
What we did
  • Wyoming LLC formation with registered agent and operating agreement
  • EIN obtained from the IRS for a foreign-owned single-member LLC
  • ITIN (W-7) filed through our IRS CAA — passport stayed with the owner
  • Mercury business banking setup plus first-year tax roadmap

Want Results Like These?

Book a free 30-minute consultation — a licensed CPA will review your situation and tell you exactly what we can save or fix for your business. No obligation.