Office Oasis

E-Commerce Based Enterprise Equipment

Context

Following a change in ownership, we amended tax returns for prior years. Currently, we hold annual meetings with them to stay informed about their evolving business model and its relationship to federal and state tax incentives. This ensures they have a clear understanding of their business activities and how these activities translate into tax efficiency for each project.

Outcomes

After a series of discovery calls with Office Oasis, Protego pinpointed and executed several tax strategies to lower the upcoming year's tax liability. As a result, Office Oasis reduced its tax burden by $175,000 over two years compared to initial projections. This reduction enabled Office Oasis to invest in essential infrastructure, hire more employees, and launch new product lines.

“Before switching over to Protego, my previous CPA simply told me 'this is how much you owe to the IRS.' This just shows you how important it is to have a solid tax strategy team on your side. I can't speak highly enough of the team at Protego Advisers. They will be instrumental in my business for years to come.”

says Kevin, Owner of Office Oasis.