Matt had built a successful plumbing company over a four-year period when he realized that he was about to face one of the largest expenses of his career in the form of an individual tax liability stemming significant flow through business income. The problem, he stated, was that his bank account clearly didn’t reflect the … Read more
Anna and John were both small business owners in their own right, although not yet established as such. Each were self-employed, independent contractors who were facing significant tax liability in the form of both income and self-employment tax. They were referred to Rich & Company because they were looking for some fresh insight on creative … Read more
Bryan and Nate had built a mortgage company from the ground up. They had recruited a few talented loan officers, locked in several quality lead sources and were off to the races when they realized they were in over their heads keeping track of the monthly balance on agent’s draws against commissions. It was also … Read more