Tax strategy
Your accountant filed your return. But did they find the $50K you left on the table?
Schedule your intake callMost accountants do exactly what you ask: file your return, send a bill, see you next year.
"Have you considered an R&D credit for that product development?"
"Did you know you can accelerate $200K in depreciation on that building?"
"Why are you paying self-employment tax on all of that?"
They file what you give them. We find what you're missing.
Tax credits
Credits reduce your tax bill dollar-for-dollar. These are the ones most businesses miss.
Not just for labs and scientists. If you're developing products, software, processes, or formulas, you may qualify.
Who it's for
Typical savings: $50,000 - $250,000+
Hire from certain target groups and get a federal tax credit up to $9,600 per employee.
Who it's for
Typical savings: $2,400 - $9,600 per qualified hire
Federal EV tax credits expired September 30, 2025 under the One Big Beautiful Bill Act. However, business investment credits for solar installations and qualifying energy property remain available for eligible projects.
Who it's for
Note: EV credits are no longer available for vehicles placed in service after September 30, 2025.
Typical savings: Varies by project and timeline
Depreciation
Why wait 27.5 or 39 years to deduct an asset when you can do it now?
The One Big Beautiful Bill Act restored and made permanent 100% bonus depreciation for qualified property placed in service after January 19, 2025. Deduct the full cost of equipment, vehicles, and qualified improvement property in year one.
Who it's for
100% expensing is now permanent—no phase-down.
Typical savings: 100% first-year deduction on qualified assets
A cost seg study reclassifies components of your building into shorter depreciation lives. Combined with permanent 100% bonus depreciation, a $1M building can generate massive first-year deductions.
Who it's for
Typical savings: $50,000 - $300,000+ in accelerated deductions
Immediately deduct the full cost of qualifying equipment and software in the year you buy it. The OBBBA enhanced Section 179 limits, allowing expanded first-year expensing for small and mid-sized businesses.
Who it's for
Typical savings: Full deduction in year one on qualifying property
Advanced strategies
These aren't for everyone. But if you qualify, the savings are significant.
Rent your home to your business for up to 14 days per year, tax-free. Board meetings, strategy sessions, team retreats. Legitimate, legal, and overlooked.
Who it's for
Typical savings: $5,000 - $20,000+ per year in tax-free income
A retirement plan that lets you contribute $100K-$300K+ per year, tax-deferred. Way beyond a 401(k). Ideal for high-income owners with consistent profits.
Who it's for
Typical savings: $100,000 - $350,000+ per year in tax-deferred contributions
Create your own insurance company to cover business risks and convert taxable income into potentially tax-free buildup. Complex, but powerful for the right business.
Who it's for
Typical savings: $100,000 - $250,000+ per year in premium deductions
These strategies require:
"If your main question is 'what's your hourly rate?' we're probably not a fit."
"If your question is 'how much can you save me?' — let's talk."
We'll review your situation and tell you which strategies apply. If none do, we'll tell you that too.
Schedule your intake call