Motiv Marketing is a creative agency known for bold campaigns and sharp execution. But in 2022, they faced a serious problem: a $352,730 federal tax bill.
By the next year, that liability had grown to $402,195.
Despite strong revenue, cash was bleeding out the back. They weren’t reinvesting—they were reacting.
That’s when CEO Michael Supina called us.
The Problem: Big Revenue, Bigger Tax Bills
Motive wasn’t mismanaged. They had solid growth, a strong team, and a clear market position. But their tax strategy hadn’t kept up. They were overpaying—by six figures.
No one had stepped in to ask:
- Is your entity structure still serving you?
- Are you timing income and expenses to your advantage?
- Where are you leaving deductions on the table?
The result? A growing liability that threatened their ability to scale.
The Fix: Strategic Tax Planning, Not Guesswork
We started with a full audit of their financials and tax filings. Then we built a strategy to:
- Restructure how income was recognized
- Implement advanced tax planning techniques
- Provide ongoing advisory to adjust in real-time
This wasn’t a one-time cleanup. It was a shift from reactive accounting to proactive financial leadership.
The Results: From $402K Owed to $0—and a Refund
In 2022, we turned a $352,730 federal tax liability into a $3,676 refund. State taxes flipped from a liability to a $2,506 refund.
In 2023, we eliminated the $402,195 federal tax bill entirely.
That’s over $750,000 in tax liabilities erased in two years.
What That Means for Motiv
With tax burdens lifted, Motiv had room to:
- Reinvest in growth initiatives
- Improve cash flow management
- Plan for long-term scalability
They moved from financial firefighting to strategic planning.
Client Testimonial
“Bennett Financials has been instrumental in transforming our financial situation.”
—Michael Supina, CEO of Motiv Marketing
Ready to Stop Overpaying?
Most firms promise tax savings. We guarantee it. $50K minimum or your money back.
Make this the year you stop paying unnecessary taxes.