Case studies
Each one is published with the family's written permission and told in the order it happened: where they started, what we built together, and what is different now.
-
Case study: Adrian Duncan
How a missed W-2 became a three-year IRS battle
A preparer missed two of Adrian's W-2s. Then the IRS's own recalculation missed a credit he was owed. A line-by-line review found both.
Read Adrian's story -
Case study: Morgan FM Music, Inc.
From $15,000 surprise to a plan she can trust
How a video game audio designer turned an early-career tax disaster into a structured, low-anxiety financial life.
Read Morgan's story
These are past families' experiences. Every family's situation is different, and we promise the work, never the outcome.
Three ways to reach GN
-
Start
One question, five minutes. The form opens your portal, and a call comes within one business day.
What's going on with your taxes? -
Call
(443) 390-5488
Monday to Saturday, 9 to 6 Eastern. After hours, leave a message or use the form. -
Message
A short note answered the same business day.
Send a message