Client Ledger
12
Total Clients
$1.87M
Total Savings
$4.2M
Tax Liability Under Management
94%
Avg Compliance Score
| Client | Tax Liability | Modeled Savings | Phase | Status | Health | Actions |
|---|---|---|---|---|---|---|
|
MH
Meridian Holdings LLC
S-Corp · Real Estate
|
$347,000 | $158,000 | M5 | ● Active | ||
|
AM
Apex Manufacturing Inc
C-Corp · Manufacturing
|
$520,000 | $234,000 | M4 | ◐ Pending | ||
|
SV
Summit Ventures Group
LLC · Technology
|
$680,000 | $312,000 | M5 | ● Active | ||
|
CP
Coastal Properties LLC
LLC · Real Estate
|
$425,000 | $189,000 | M3 | ◑ Review | ||
|
TG
Thompson & Gray LLP
Partnership · Legal
|
$890,000 | $412,000 | M5 | ● Active | ||
|
NE
Nova Engineering Corp
C-Corp · Engineering
|
$310,000 | $142,000 | M2 | ◐ Pending |