Why Just Filing Taxes Isn’t a Strategy

A local HVAC company came to us thinking they were doing fine. They had a good CPA who filed their taxes every year and a bookkeeper who made sure bills were paid on time. But their margins were shrinking, and their owner said, “I feel like I’m working harder and making less.

Here’s what we found:

We ran their books through our consulting process—not just as accountants, but as strategists.

• No tax planning. Not even basic quarterly strategies.

• Missed equipment depreciation schedules.

• Their CPA never suggested an S-Corp election.

• Meals, mileage, and subcontractor expenses were under-reported.

We recovered $122,000 in tax savings and shifted their entire tax approach going forward. Their CPA filed taxes. We built a strategy. That’s the difference.

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At Ascend Accounting, we don’t just balance your books or file your taxes. We partner with you to understand your operation, uncover hidden inefficiencies, and turn your numbers into strategy.