Daperis CPACase Studies
Real work, explained the way we'd explain it to you: what the situation was, what the actual problem turned out to be, what we did about it, and how it ended up.
From Spreadsheet Chaos to Confident Decisions
A growing business running on a spreadsheet, and what became visible once the books were rebuilt around a real chart of accounts.
Read the case study ->Fixing a Retirement Account Mistake Before It Compounded
A nondeductible traditional IRA contribution made on bad advice, and the fix that turned it into more sheltered retirement savings overall.
Read the case study ->Running the Business Side of a Business You're Already Great At
A skilled tradesperson going out on his own, and the full list of things nobody teaches you alongside the trade itself.
Read the case study ->Choosing S-Corp and Making It Work: A PTET Case Study
Why S-Corp usually doesn't pencil out for NYC consultants, and the specific fact that made it work for this one.
Read the case study ->Selling a Home and Leaving New York
A part-year return, a Section 121 exclusion, and building a residency position that would hold up if New York looked at it.
Read the case study ->Client details have been changed to protect confidentiality. Some of these case studies are composites drawn from more than one engagement. Every situation is different, and the results described here are not a guarantee of similar outcomes.
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