A well-established distilling company with a growing national presence found themselves grappling with rising tax liabilities. As their operations expanded across multiple locations, their tax bills were climbing faster than expected. They turned to Modern in 2020, seeking a strategy that could ease the financial burden without cutting corners.

Since then, the relationship between us has developed into a close partnership. Our team understood their concerns from the outset, and we worked meticulously to deliver results. What followed were several years of meaningful, measurable savings that went far beyond initial expectations.

Our savings provided tangible relief, freeing up capital that could be reinvested into the business. Our significant reductions underscored our firm’s commitment to not only maintaining results but continuously improving them. This company’s leadership quickly saw the value in our approach. The partnership wasn’t just about reducing taxes—it was about strategic foresight, careful navigation of complex local tax laws, and finding opportunities that others might miss. Our consultants worked closely with their internal teams, building trust through clear communication and consistently delivering on promises.

Over the years, this collaboration has evolved beyond a purely transactional relationship. They know they can rely on Modern not just for the present but for their future growth. Each year, we analyze their tax liabilities with fresh eyes, looking for new angles and untapped opportunities.

As they continue to scale operations, their partnership with us remains a key part of their financial strategy. The results speak for themselves: millions in tax savings over a few short years, a reduction of nearly a third in BPP tax liability in 2024 alone, and the confidence that they have a trusted ally managing the complexities of the tax landscape. For us, this relationship is more than just numbers—it’s about supporting the long-term success of a major player in the industry, helping them navigate the tax system with precision, and keeping their focus where it belongs: on crafting exceptional products.

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