Meet Raj, owner of a commercial landscaping business in East Mesa. By the time he reached out, he hadn’t filed taxes in two years, was paying contractors without proper documentation, and had no formal books—just spreadsheets and text-message receipts.
Here’s how we helped Raj get back on track and set up for success:
Rebuilt Financials for Two Missed Years
We gathered bank statements, vendor invoices, and payment app records to reconstruct clean books for both tax years. Over 2,400 transactions were properly categorized and reconciled.
Filed Federal and Arizona Returns + Reduced Penalties
Raj owed back taxes but had no idea where to start. We filed both years of federal and state business tax returns and successfully reduced his penalty exposure through compliance relief options—saving him $6,850 in fees and fines.
Identified $12,430 in Missed Deductions
From vehicle mileage to job-specific materials, we found over a dozen legitimate business deductions Raj hadn’t claimed. That $12,430 in deductions brought his total tax bill down by 38%.
Restructured the Business as an S-Corp
Raj was paying self-employment tax on all net income. We restructured his business into an S-Corp, set up payroll, and created an estimated tax schedule. This saved him $9,720 in self-employment taxes in his first year under the new structure.
Built a Clean, Ongoing Tax Strategy
We implemented cloud-based bookkeeping and a quarterly review process. Now Raj has consistent visibility into cash flow and knows exactly what to expect when tax season rolls around.
“I thought I was in too deep to fix it. Now I’ve got clean books, no more surprises, and a real plan to grow.”
— Raj P., Mesa Business Owner