Case Study: Luca Financial Solutions grows tax planning revenue with Corvee

How to Use High Income Tax Strategies to Start a Profitable Firm

Luca Financial Solutions, a firm specializing in outsourced CFO work, sought to launch a new tax planning service to increase revenue. Their owner, Brett Arnold, CPA, had over 13 years of corporate accounting experience but was new to the tax space and needed to become comfortable offering these high-margin services. To achieve this, they utilized Corvee tax planning software.

By implementing Corvee, the firm was able to quickly learn high-income tax strategies and produce detailed, professional tax plans for clients. The software provided automatic calculations and streamlined document management. As a result, Luca Financial Solutions now generates 35% of its revenue from tax planning and expects that to grow to 50% within a year, scaling so quickly that they need to hire their first team member.

Luca Financial Solutions

Brett Arnold

CFO and Owner