Case Studies

01

Turning Tax Errors into Savings: How Market and Margin Helped a Pharma SaaS Startup Unlock $389,000 in Missed Deductions

Market and Margin uncovered a $389,000 NOL carryforward error for a pharma SaaS startup, reducing tax liability and boosting cash flow. Founder Kelly Mattarocci, CPA, corrected filings, ensuring compliance and enabling reinvestment. This case shows how expert financial insight drives savings, innovation, and growth in fast-moving industries.

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