RESOURCES
Guides, case studies and videos
Real tax plans from Quint clients, free guides for business owners, and short videos from Carlos.
Free Guides

Free guide
Formation, licensing, books, payroll, and taxes: everything a new owner needs in the first year, plus worksheets to set your revenue and expense goals.
Get the free guide
Case Studies
Case study
How one practice owner kept six figures of 2026 taxCase study
Six strategies across four entities, built into one planCase study
Two foundational strategies, repeatable every yearCase study
Coordinating when income lands across a family of businessesCase study
Turning commission income into a real estate tax advantageCase study
When the paycheck is the problem, and the solutionCase study
Maxed out the 401(k). There was still more to do.Case study
When an acquisition turns stock options into a seven-figure yearCase study
Paying more than $480,000 a year, with no structured planCase study
When every dollar of savings has to come from the federal returnCase study
Two paths compared side by side, one chosen
Videos
Stop overpaying taxes: what to review before the next IRS deadlineWatch
How does Hex work? – Explained in simple English – PulseX, Pulse ChainWatch
How are Hex and other Staking Rewards Taxed? Explained by a Tax Professional.Watch
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