Client Profile

Client Name: Athas & Spouse  
Occupation: Sales Business Owner & Real Estate Investor  
Annual Income: $550,000+

Primary Goals:

• Reduce self-employment tax burden

• Optimize real estate portfolio for maximum deductions

• Involve spouse strategically in tax planning

• Build a long-term, compliant wealth strategy

The Tax Challenge: High-Income, High-Stress

Athas, a successful sales executive earning over $550,000 annually, was juggling multiple income streams from his sales career to LLC real estate holdings and side ventures. Despite the income, his tax bills were skyrocketing, and he felt like he was losing more than he was keeping.

His spouse, an integral part of the business, wasn’t being leveraged for tax efficiency. His real estate holdings weren’t optimized, and the lack of structure meant he was overpaying self-employment taxes and missing out on powerful planning opportunities.

Athas realized he didn’t need more basic tax prep, he needed a comprehensive strategy built for his unique situation as a high-income earner and real estate investor.

The Strategy: S-Corp, Spousal Integration, and Real Estate Optimization

1. Forming an S-Corporation (S-Corp)    

We established an S-Corp for Athas’s sales business, which reduced self-employment tax exposure and created flexibility in distributing income more efficiently.

Why it matters: Without an S-Corp, high earners often pay excessive self-employment taxes. This structure provided immediate savings and compliance advantages.

2. Integrating His Spouse as an Employee  

By formally employing his spouse, we opened the door to increased retirement contributions, expanded deductions, and better alignment with their long-term wealth goals.

Bonus insight: Many business owners miss the chance to legally employ a spouse, leaving tax-advantaged retirement contributions and benefits on the table.

3. Restructuring Income Flows Across Entities  

We optimized income distribution between S-Corp and existing LLCs, creating a holistic tax structure that reduced liability while maintaining cash flow flexibility.

4. Advanced Real Estate Tax Strategies  

Athas’s rental properties were restructured with tools like depreciation optimization and passive income deductions. These strategies turned underperforming rentals into tax-efficient assets.

5. Holistic Tax Planning  

We created a comprehensive roadmap connecting short-term tax savings with long-term wealth-building goals, ensuring his strategy would scale with future income growth.

The Results: $105,000 Saved in Just One Year

Athas and his spouse achieved:

• $105,000 in tax savings in Year 1

• Significantly lower self-employment tax exposure

• Improved financial protection and entity risk management

• A repeatable structure that grows with income

• More cash available to reinvest in business and real estate

Takeaway: High-Income Sales Professionals CAN Save Big

Athas’s transformation proves that even with multiple income streams and complex finances, the right structure unlocks real savings. By combining:

• S-Corporation structuring

• Spousal employment integration

• Real estate tax optimization

• Holistic, IRS-compliant planning

He went from tax chaos to financial clarity, saving six figures annually.

Need help turning your own tax chaos into clarity?

Just like we helped Athas, we can help you:

• Minimize self-employment taxes

• Optimize real estate portfolios

• Build long-term, compliant tax-free wealth

[Book Your Strategy Session Now]

📞 Call Us Toll-Free: +1 800-522-6091

‍📧 Email: clients@investorfriendlycpa.com

Next: Learn how a sales professional turned tax chaos into $105,000 in annual savings.