Case studies

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Dr. Brett, Medical Practice Owner

As a physician and business owner, I’m often working to find ways to improve our business's bottom line. When we were first introduced to the TPP tax efficient strategies it seemed too good to be true. I couldn't help but wonder why I had never come across these strategies before and why my CPA had never mentioned them. After going through the efficiencies audit and deciding to move forward (which turned out to be a great decision, as the savings more than covered the fee within the first year), I have been thoroughly impressed with how the TPP team educated my current CPA and legal experts. This has resulted in thousands of dollars of tax efficiencies every year, and even a one-time efficiency of over $200,000 last year.

$450,000

Initial First Year Efficiency

Shannon, CPA/Owner

I have had the privilege of collaborating with Todd and the Tax Protection Plan team for over ten years, serving numerous clients. The TPP team has consistently proven to be a reliable and invaluable resource. As busy professionals, we often lack the time and expertise to thoroughly research and develop strategies to help our clients optimize their tax compliance and efficiency. Thankfully, by partnering with the TPP team, we have been able to implement tax-saving measures that have resulted in savings of hundreds of thousands of dollars for our clients each year. Additionally, the TPP team has been a tremendous asset in rare instances of audits, providing valuable support and guidance.

$100,000+

yearly savings, hundreds of clients

Tim, Public School System Administrator

As the leader of a public school system, my primary responsibility is to find ways to make the most of our limited and ever-shrinking annual budget. One of our main goals is to enhance the benefits we offer to our dedicated employees. I am grateful to have found a solution with the help of the TPP team. They assisted us in implementing an additional benefits package that has been extremely well-received by our employees. Not only that, but it has also resulted in significant savings on our payroll taxes. Thanks to this new program, our employees now have access to exceptional benefits and wellness programs. The best part is that this program seamlessly integrates with our current health plan, providing our employees with immediate financial benefits and improving the claims experience of our major medical plan. The funds that have been recaptured have played a significant role in addressing the shortfall in our yearly budget.

$150,000

“Urich was the only template that could match our business plan. They understood how we wanted to be as a business.”

Joe Schmoe | CEO & Founder of Company

+150,000

Total revenue in 1 year

220%

Increase in sales

4.8 / 5
Ulrich Donovan

4.8 / 5
Joe Schmoe

4.8 / 5
Ulrich Donovan

4.8 / 5
Joe Schmoe

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