Case Studies

Quantified outcomes. Anonymized clients.

What our work actually produces — tax savings, compliance gaps closed, reporting upgraded, valuations defended. Client details are anonymized; numbers and methodology are real.

Every engagement is scoped to the specific business — none of these were templated. Tell us about yours and we'll propose a plan tailored to your situation.

Agency

Marketing Agency S-Corp Conversion + Owner Comp Redesign

Owner saved $58K/year in payroll tax while staying within reasonable comp guidelines.

“We'd been told 'you should probably do S-corp' for years, but nobody ran the numbers or filed the paperwork. Rubric did both, plus all the ongoing work.”

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Real Estate

Real Estate Operator: Cost Seg + 1031 Stack

$340K of accelerated depreciation in Year 1 of a $2.8M property purchase, with $187K of capital gains deferred from the prior sale.

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Restaurant

Restaurant Group: Multi-Unit Multi-State Payroll Consolidation

Consolidated payroll across 4 locations in 3 states, eliminated 6 monthly compliance gaps, cut admin time by 60%.

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Professional Practice

Physician with Multi-State K-1s + Equity Comp

Coordinated personal return with K-1s from 5 partnerships across 4 states; AMT planning saved $42K on ISO exercise.

“Five K-1s, an ISO exercise, four states — I'd been filing extensions every year and writing penalty checks. Now it just works.”

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Family Business

Family Business Partner Buyout: Valuation + Structure

Defended a $4.2M buy-out price against a $6.1M family demand, saving the operating partner $1.9M while preserving the relationship.

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