How Breadcounter Helped This Advisor Save $36K in Year 1 and $50K+ Annually Going Forward

This financial advisor was pulling $18K+/month running his own practice as a sole proprietor. His wife also worked, bringing in $71K annually from her W-2 job. They were a dual-income household doing well financially, but getting crushed on taxes. He came to us in Q4 facing an $80,752 tax bill with basically zero tax planning in place. Just grinding, making money, and writing massive checks to the IRS every year. He knew there had to be a better way but didn't know where to start. Classic case of making great income but leaving tens of thousands on the table because of poor structure and no strategic planning.