Case Studies
Firm-to-firm examples.
See how tax professionals use the Hearth Legacy Program to deliver structural tax strategy to their clients.
Case study
Critzer Cardani PC
$29,106 invested in qualifying AI software resources. Tax reduction in engagement year one: $43,120. Net cash position: +$14,014.
Case study
Boulevard Creative
$62,569 invested in qualifying AI software resources. Tax reduction in engagement year one: $92,013. Net cash position: +$29,444.
Case study
Independent real estate agent
$52,435 invested in qualifying AI software resources. Tax reduction in engagement year one: $77,110. Net cash position: +$24,675.
See the full framework. Ask the hard questions.
Hearth built the Legacy Program for tax professionals who see the opportunities their clients are missing and want a structural framework to act on them. Book a confidential call.