CLIENT STORY
She came in cautious after a poor experience with her CPA, and within a year the strategy was funding her growth.
Jill Chuculate-Welch, CEO of Joyful Connections, Oregon
Where she started
Jill was apprehensive about engaging another CPA firm after a negative experience with her previous one, and she was unsure what the real value would be to her and her company.
The decision
She agreed to begin with the three-year review and to judge the relationship by what it found, rather than by what it promised.
What changed
In less than a year, we found tax benefits for her company and for her personally, which reduced her tax debt and shaped new strategies that supported revenue-generating decisions in the business. She now owns homes in Arizona and Oregon that were purchased with money that would otherwise have gone to the IRS.
The outcome
• Year-one savings: [confirm figure]
• Cumulative savings over four years: [confirm figure]
• Homes in Arizona and Oregon, purchased with money that would have gone to the IRS.
• A client for four years and counting.
In less than a year they found benefits that empowered me to make revenue-generating moves.
I learned that I did not have to be a tax expert, and I could focus my time and energy on my business.