A real client case study, and a lesson every high

A real client case study, and a lesson every high earner needs to hear.
$4.1M property. $590K capital gain. Significant additional income.

His previous CPA was excellent at compliance. Accurate filings. On time every year. Did everything by the book.

But he didn't know the strategy.
We ran a cost segregation study, accelerated depreciation, and created a $783K loss that offset the gains entirely. The client paid zero in taxes that year.

We then reviewed prior year returns, identified unused cost segregation opportunities from a prior business sale, and amended those returns. Result: an additional half-million dollar refund.

The total refund was so large that the IRS delayed processing. We escalated through a local representative to expedite it.

The takeaway for high-income earners and investors: there is a meaningful difference between a tax preparer and a tax strategist. Compliance gets your filings right. Strategy gets you your money back.

Full breakdown:

If you're a high earner or real estate investor looking for strategic tax planning, apply at ProsperlCPA.com/Apply