Case Study: Dinesh Kanani

Dinesh owns a lottery store. His accountant always recorded history months after the fiscal year ended, without providing any insight into how to reduce taxes. Since Dinesh’s bank account did not show much cash in it, he assumed he would not owe much to the IRS.

Dinesh was shocked to see a tax liability of $53,350 at the end of the year. If he hadn’t changed anything for 2019, he would be on track to pay the same amount of taxes again, but we proactively helped him reduce his tax liability by $39,910 (74.81%).