The Situation: High-Income, High-Stress

When Athas, a successful sales executive pulling in over $550,000 annually, came to us, he was juggling multiple income streams. From real estate holdings in an LLC to side ventures and a full-time sales career, he was constantly building but not keeping his wealth.

Despite the hustle, his self-employment tax bills were crushing. Income flowed inefficiently. Rental properties weren’t generating tax benefits. And his spouse, who actively supported the businesses, wasn’t even part of the financial equation.

He felt like he was working harder every year and still bleeding money to the IRS. He needed a strategic plan, not just basic tax prep. It was time for true high-income tax planning tailored to his situation as a business owner and real estate investor.

The Tax Strategy Transformation

Here’s what we did to turn things around using proven corporate tax planning and real estate tax strategies:

• Formed an S-Corporation (S-Corp) to reduce self-employment tax exposure.

• Integrated his spouse into the business as an employee to maximize tax savings and retirement contributions.

• Restructured income flows between the S-Corp and existing LLCs for optimal corporate tax planning.

• Applied advanced real estate tax strategies to maximize depreciation and passive income deductions.

• Created a holistic tax plan aligned with both his short-term cash flow and long-term wealth-building goals.

To ensure ongoing compliance and smart scaling, we continue to act as his dedicated real estate tax CPA.

The Results: $105,000 in Tax Savings in Just One Year

• Lower self-employment taxes.

• Stronger legal and financial protection across all entities.

• Increased net income.

• Six figures in tax savings in year one alone that can be used for reinvestment.

• A structure that grows with his income, not against it.

Want to keep more of what you earn?

If you’re a high-income earner, real estate investor, or business owner and seeking a trusted national tax CPA who works with clients virtually across the U.S., our team specializes in:

• High-income tax planning.

• Corporate tax planning for S-Corps, LLCs, and partnerships.

• Strategic real estate tax strategies, including cost segregation tax strategy and 1031 exchange real estate planning.

• Holistic guidance from a seasoned real estate tax CPA.

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✅ Book Your Free Consultation Today

See how Dr. Bhalla saved $123K in taxes with our personalized strategy.
Now it’s your turn.

📞 Call Us Toll-Free: +1 800-522-6091

‍📧 Email: clients@investorfriendlycpa.com

INVESTOR FRIENDLY CPA® Strategic tax planning that helps you build wealth by keeping more of your income where it belongs: in your pocket.