In 2018, Stefan and Heath were driving to Houston when they began noticing trucks bearing the logo of a major power generation company. It wasn’t a company they were familiar with at the time, but seeing their presence on the road sparked an idea. After some research, Stefan reached out to their team, sensing an opportunity to provide real value in an area where they were likely feeling the financial squeeze—business personal property taxes.

This power generation company operated across multiple states, with substantial assets in Texas. Their tax burden was immense, particularly given the heavy machinery and equipment required to run their facilities. Modern stepped in and worked with their internal teams to reassess their liabilities, focusing on areas that had likely been overvalued or improperly assessed.

This partnership was pivotal—not only for the client, who saw immediate financial relief, but also for Modern. The success of this project solidified Modern’s reputation in the energy sector, helping to slingshot the firm into new territory and giving it a foothold in an industry where precision and strategic tax management are essential.

The relationship left a lasting impression. The work we did for the power generation company not only transformed their tax strategy, but also shifted the trajectory of Modern, opening doors to new opportunities and larger clients. We hope to collaborate with them again in the future, as the relationship remains one of mutual respect and trust, built on tangible, game-changing results.