ProAxis Client Success Stories

Real results for NJ business owners. These anonymized case studies illustrate the types of outcomes ProAxis delivers for clients across Bergen County and New Jersey.

How ProAxis Builds Outcomes Like These

Every ProAxis engagement starts the same way. The firm reviews three years of prior tax returns. The firm looks at the current entity structure, ownership setup, and any retirement plans in place. ProAxis then maps out the largest tax-savings opportunities and the order to capture them.

These accounts were published with names and identifying details withheld for client privacy. The restaurant case now carries a correction and no verified savings total. Read each page's scope and limitations; individual outcomes are not typical or promised results.

Three core practices drive the outcomes:

Entity-structure review. Compare tax treatment, reasonable owner pay, payroll costs, and filing costs before choosing an S-Corp election.
Retirement plan design. Compare owner and employee eligibility, required contributions, and cash needs. A sole proprietor can also establish a SEP.
Bookkeeping that drives the return. Clean monthly books surface deductions that get missed when records are reconstructed at tax time.

Recent Client Engagements

Tax Planning Restaurants & Hospitality

NJ Restaurant Group: Entity, Retirement Plan & Tip Credit Lessons

The published case described two Bergen County restaurants and reviews of entity structure, retirement funding, and FICA tip credits. The earlier savings figures have been withdrawn because the published calculation did not support them. Read the corrected planning discussion and its limits.

Planning Topics:

Reasonable owner pay for an S-Corp
SEP eligibility and employee contribution costs
FICA tip credit records and deduction effects
Evidence needed to report a net benefit

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Cash Flow E-Commerce

E-Commerce Business Achieves 90-Day Cash Flow Visibility

A Paramus-based e-commerce business was operating without consistent bookkeeping, leading to cash flow surprises and late tax payments. ProAxis implemented QuickBooks Online, established monthly reconciliation procedures, and built a 90-day cash flow forecast model that gave the owner full visibility into their finances.

Key Outcomes:

QuickBooks Online fully implemented
Monthly close process established
90-day cash flow forecasting in place
Eliminated all late payment penalties

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IRS Resolution Real Estate

Real Estate Investor Resolves $85K IRS Liability Through Penalty Abatement

A Bergen County real estate investor had accumulated $85,000 in IRS liability stemming from unfiled returns and unpaid taxes from three prior years. ProAxis pulled IRS transcripts, prepared and filed all outstanding returns, and prepared penalty-abatement requests that reduced the total liability significantly, with an installment agreement in place.

Key Outcomes:

3 years of unfiled returns completed
Penalty abatement requests granted by the IRS
IRS installment agreement secured
Client now fully compliant and current

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All case studies are anonymized to protect client confidentiality. Results vary based on individual circumstances.

What Each ProAxis Engagement Has in Common

Different industries. Different revenue sizes. Different starting positions. The case studies above span a restaurant group, an e-commerce seller, and a real estate investor — but the engagement pattern is the same in each one.

1. Diagnostic before action. ProAxis does not recommend an S-Corp election, a 1031 exchange, or an installment agreement before reviewing the actual numbers. The diagnostic phase usually takes 30 to 45 days.
2. Stack the largest move first. Entity restructuring, retirement plan setup, and missed-deduction recovery are sequenced so each move builds on the prior one. The firm does not run isolated tactics.
3. Bookkeeping foundation under the strategy. Tax strategy without clean books fails at filing time. ProAxis sets up QuickBooks Online or migrates an existing system as part of every multi-year engagement.
4. Quarterly check-ins, not annual. Quarterly reviews catch course-corrections before they harden into year-end surprises. NJ BAIT estimated payments, SEP-IRA funding deadlines, and W-2 reasonable-comp checks all happen on a quarterly cadence.
5. Documentation that stands up to an IRS or NJ audit. ProAxis maintains the records that justify each strategy — reasonable-compensation analyses for S-Corp shareholders, mileage logs, real estate professional time logs, charitable-substantiation packets.

Frequently Asked Questions About Engagement Outcomes

Are these case studies real ProAxis client engagements?

These pages were published as accounts of ProAxis Tax & Accounting Services engagements, with identifying details withheld for client privacy. The restaurant case has been corrected: its earlier savings figures were withdrawn because the published calculation did not support them. That page now explains the planning issues and limits without reporting a verified savings result. Each page should be read with its own scope and results-vary disclaimer.

How long does a typical ProAxis engagement take to produce results?

Initial discovery and onboarding usually takes 30 to 60 days. Tax savings from entity restructuring or S-Corp elections appear in the first full tax year after the change. Cash flow improvements from new bookkeeping systems show within the first 60 to 90 days. IRS resolution timelines depend on the issue — penalty abatement and installment agreements often resolve in 90 to 180 days.

Do all ProAxis clients see savings of this size?

No. Outcomes depend on the starting point. A client already operating an S-Corp with clean books has less room for improvement. Compare that with a client running a single LLC with missed deductions and no retirement plan. ProAxis quantifies expected savings during the free consultation so each prospective client knows what is realistic for their situation.

What does it cost to engage ProAxis for this kind of work?

Tax strategy and entity restructuring engagements typically run $1,500 to $5,000 depending on complexity. Ongoing monthly bookkeeping and tax planning ranges from $300 to $4,000+ per month based on business size and scope. IRS resolution work is scoped engagement-by-engagement after a free case review. ProAxis publishes fee ranges during the consultation so clients can decide before committing. These ranges reflect typical engagements and are not offers. Actual fees are scoped during the engagement-letter process and set in a written engagement letter before any work begins.

Can ProAxis help my business if I am not in Bergen County?

Yes. ProAxis serves clients across New Jersey, New York, and Pennsylvania. The firm operates 100% virtually through a secure client portal, so location is not a constraint. Clients in NJ counties beyond Bergen — Essex, Passaic, Hudson, Morris, and others — receive the same level of service.

How do I find out if my situation is similar to one of these case studies?

Schedule a free consultation at proaxiscpa.com/contact or call (201) 800-2330. ProAxis reviews your prior tax returns, current entity structure, and key financial metrics during the consultation. The firm then explains what is achievable in your situation — with no obligation.

Ready to Write Your Own Success Story?

Schedule a free consultation and let's discuss how ProAxis can help your NJ business achieve better tax outcomes and financial clarity.

Request a Free Consultation Call (201) 800-2330

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