Case Studies

A veteran-owned services firm had an incomplete SAM.gov registration for nine months. We completed the registration, aligned NAICS codes, prepared the capability statement, and supported the 8(a) process. The firm secured its first set-aside federal contract within 120 days.

A consulting firm operating as a sole proprietor was paying excessive self-employment taxes. We filed the S-Corp election, established defensible reasonable compensation, and implemented quarterly planning — delivering significant savings without changing their day-to-day work.

A new owner-operator came to us with a truck but no authority. We secured USDOT & MC numbers, completed BOC-3, UCR, IFTA, and all required compliance. The first loaded trip was dispatched on day 52.

A serial entrepreneur running three businesses with commingled finances engaged us. We restructured under a holding company, built separate credit profiles, and created a consolidated lender package that opened $1.2 million in credit lines.

A medical practice facing a three-year IRS examination brought us in mid-audit. We filed power of attorney, reorganized documentation, and successfully negotiated with the examiner. The audit closed with no additional tax, penalties, or interest.