How KB Tax Helped a CEO Recover $64K & Save $50K+ Every Year!

Profit Isn’t Luck. It’s Strategy

Courtney Kehl is the Founder and CEO of Expert Marketing Advisors (eMa), a strategic B2B tech marketing agency renowned for transforming emerging companies into market leaders. With over 20 years of experience, Courtney has led eMa to generate over $12.6 billion in pipeline and contribute to the creation of 10 unicorns, solidifying her reputation as a powerhouse in the tech marketing landscape.

$232K+

TAX SAVINGS

$236K+

TAX-FREE CASHFLOW

316X

ROI

"In comparison to other business advisory firms I have worked with, the quality and detail of service that KB Tax Devisers CPAs provides is unmatched. As an owner of a marketing agency, I wanted a firm that understands my core business, and I believe that I have found that in KB Tax Devisers CPAS. They offer ethical and knowledgeable advice to ensure money is invested back into my company’s growth, while offering forward-thinking tax strategies that looks out for the best interest of our company employees. From their full line of tax planning, accounting and preparation services, we are very pleased with their level of service and responsiveness and can unreservedly recommend KB Tax Devisers CPAS for your consideration. I look forward to growing our business with them for years to come. "

-Courtney Kehl, CEO & Founder

Industry

Marketing Agency

Challenge

Courtney felt like she was working harder than ever—and still living like she was broke. Her CPAs showed up once a year, gave surface-level advice, and missed critical tax savings. She had no visibility, no strategy, and no confidence in her financial future.

Results

Courtney recovered $64K from prior-year returns, saved over $50K annually in taxes, and reinvested that capital to grow her team and acquire a second agency. With a custom equity plan and strategic CFO support, she’s now scaling confidently—with exit readiness built in.

www.expertmarketingadvisors.com

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The Challenge

Courtney was leading a high-performing agency—but financially, it didn’t feel like it. Her CPAs showed up once a year, missed $64K in refunds, and offered generic advice that left her feeling broke, uncertain, and reactive.
She was flying blind on key business decisions. Capital was sitting idle, and scaling felt risky without clarity or control.

The Solution

We started where most accountants don’t even look—her past. Within weeks, we recovered $64K in missed refunds. From there, we implemented a proactive tax strategy, began meeting quarterly, and aligned every financial move to her business goals.

We deployed cash into investments that now pay for themselves, built out her employee equity plan, and positioned the agency for scale and eventual exit. This wasn’t tax prep. This was strategic transformation.

"You told us what we didn’t want to hear—but what we needed to hear. Now we walk out of every meeting completely aligned, no surprises"
— Courtney Kehl, CEO & Founder

The Results

💰 $64,000 recovered from past filings

📉 $50,000+ in annual tax savings

🚀 Tax-free cashflow reallocated into growth, M&A, and internal ops

🏆 Equity plan launched—team now shares in the upside

💡 Full financial visibility + exit readiness

🛡️ From reactive to bulletproof: “Now I sleep at night. We can weather anything".