Virtual tax strategy for US business owners & real estate investors
Deviating from the norm - year round tax strategy and implementation.
Anomaly CPA is a US-based, nationwide virtual CPA firm for startups, growing businesses, and real estate investors. We deliver GAAP-ready bookkeeping and monthly close, accrual revenue recognition, investor/diligence-ready reporting, and proactive award-winning tax strategy (QSBS §1202, §41/R&D, multi-state, REPS, cost segregation)—all remote, in all 50 states. Founders and owners use us to replace fragmented bookkeepers and one-off “credit shops” with a single accountable team that executes month-to-month and at year-end. Packages start from $750/mo for bookkeeping, with tax advisory and scale as you scale. We’re recognized for tech-forward operations and publish weekly strategy content tailored to your needs.
Maximizing every dollar with strategic tax planning.
As an entrepreneur, you know that every dollar counts. That's why strategic tax strategies can be the most important investment you make in your business.
Our approach goes beyond research and planning - we'll also help you implement these strategies by providing the tools and resources you need to track and document everything.
We're proud to have a robust network of professionals who specialize in nuanced areas of business, investing, and law. If there's a strategy we can't implement in-house, we'll quarterback its execution with one of our trusted external partners.
At our core, we're entrepreneurial problem solvers who put your needs first. We know that every business is unique, which is why we take the time to understand your situation and develop a customized plan that works for you. You should feel confident that you're making the most of every tax opportunity available to you.
Let us empower your entrepreneurial journey with impactful tax reduction strategies that will allow you to accelerate your growth.
Tailored tax solutions for proactive financial management.
Don’t settle for a tax planning process that just skims the surface. Think differently.
At Anomaly, we empower our clients to take control of their tax journey by providing a comprehensive review and planning process from the get-go. But we don’t stop there. Our team is dedicated to delivering high-impact and proactive tax strategies tailored to your unique situation.
Identify
Identify actionable tax strategies that apply to your unique situation
Implement
Seamlessly implement the tax strategy to your current system on the fly
Report
Properly report the strategy on your tax returns
Exceptional ROI: Tax planning with a satisfaction guarantee
Our award winning tax planning and advisory team knows how to leverage every available tax strategy to ensure you and your business pay the least amount of taxes allowable under the tax code.
When we prepare your tax return each year, we view it as the report card of how well we executed the plan.
Our Advanced Tax Strategy Advisory has delivered an average client ROI of 250%+, based on IRS-filed results across industries including technology startups, real estate investors, and digital services firms. Led by Greg O’Brien, named the #1 Tax Strategist in the United States in 2023, our strategies have been cited in leading publications like Forbes, Boston Magazine, Yahoo Finance & BiggerPockets.
Core Responsibilities of a Tax Strategist
1. Comprehensive Financial Review: A tax strategist begins by conducting a thorough analysis of your financial landscape. This includes reviewing income streams, expenses, investments, and significant transactions. The goal is to understand your unique situation and identify areas where tax efficiency can be improved.
2. Identifying Tax-Saving Opportunities: Armed with a deep understanding of tax law, tax strategists continuously seek out deductions, credits, and incentives that apply to your profile. They don’t just react to tax season—they anticipate it, ensuring that you take advantage of every legitimate opportunity to reduce your tax liability.
3. Developing and Implementing Tailored Tax Strategies: A tax strategist crafts a customized plan that fits your business or personal objectives. This plan may involve income deferral, timing of major purchases, or leveraging tax-advantaged accounts. Importantly, they work with you to seamlessly implement these strategies into your daily operations, making tax planning an integrated part of your financial management—not an afterthought.
4. Ongoing Monitoring and Adjustment: Tax laws and your financial situation can change quickly. A tax strategist monitors these changes throughout the year, adjusting your strategy as needed to keep you compliant and maximize savings. This proactive approach helps you avoid surprises and stay ahead of potential issues.
5. Accurate and Strategic Tax Reporting: Properly reporting tax strategies on your returns is essential. Tax strategists ensure that all documents are prepared accurately and in accordance with the latest regulations, reducing the risk of audits and penalties.
6. Client Education and Communication: A key part of a tax strategist’s role is to educate clients about the reasoning behind each strategy and the impact on their broader financial picture. They foster open communication, making themselves available for questions and regular check-ins—so you’re never left in the dark about your tax position.
FAQs About Our Tax Strategy Services
What unique approach does Anomaly CPA take toward tax strategy and planning?
Anomaly CPA goes beyond traditional tax planning by integrating year-round strategic planning and implementation, ensuring businesses maximize every tax opportunity with customized strategies. This approach led to Anomaly CPA being named the #1 Tax Strategist in the US in 2023 by the AICTC.
Who can benefit most from Anomaly CPA's tax planning services?
Business owners with consistent profits, real estate investors expanding their portfolios, high-growth startups planning for exits, and high-net-worth individuals are ideal candidates for Anomaly's tax planning services.
Do you implement §41/R&D tax credit studies?
Yes, we offer research & development tax credit studies for a flat price. Why pay a non credentialed “credit” shop who will take 20% of your credit, when credentialed CPAs can do it and sign your tax returns.
Can you handle REPS/STR planning?
Yes we specialize in REPS and STR tax strategy. We offer a full course on the STR tax strategy and have been cited by Biggerpockets (https://www.youtube.com/watch?v=xOcPEqb4t6Y) for our STR tax strategy work.
Anomaly CPA's client
victories in the spotlight
Innovative business owners and investors across the globe benefit from our unique tax strategy and cloud accounting experience allowing them to stay ahead of the curve.
"Anomaly helped me out with starting my own business. I could tell right away that they were extremely knowledgeable and passionate about helping their clients navigate the complex world of taxes and creating effective strategies to reach their goals."
"I would recommend Anomaly to anyone. They have been an extremely valuable asset to our business and acts as an extension of our team. We began working with Anomaly almost 2 years ago and it was a great decision. They are extremely responsive and I would highly recommend their services to anyone."
"Anomaly provides a professional and tailored approach to achieve the desired outcome for clients and we couldn’t be happier with the quality of his services. They've helped us manage through the first year of our new company and taken the stress out of dealing with multiple vendors, agencies and tax authorities making year one seamless for our business. We look forward to another successful year and would highly recommend their services!"
"Anomaly, has been INSTRUMENTAL to the success of our start-up business. Their knowledge, expertise, and due diligence in the accounting field gives us the confidence that our books will always be in good hands as we continue to focus on other pertinent business matters. I would recommend Anomaly to anyone looking for a fantastic service on a budget! Thank you for being awesome!"
The biggest difference that we noticed right away was that there were all these things that we could be taking advantage of.
We could be way more strategic with how we were filing, what strategies we had in place, and what things had been ruled on from a tax law perspective.
My favorite part about it is, at the highest level— because there are tiers that you can work with the team through— but at the highest level, you’re fully supported.
Your accounting is taken care of. All of your tax strategy is taken care of. Basically anything you would need on the back end, money-wise, you’re taken care of.
That even includes if an audit were to come up or something like that. You have support with all of that. Love it. So grateful.
I would wholeheartedly recommend Greg O’Brien and his entire team to any small business or mid-sized business owner looking for help.
We don’t have the resources, and often don’t have the budgets, to bring on staff full-time.
Honestly, Greg and his team have been the next best thing.
I’ve been a client since day one, and I’m just so proud of him, seeing him build this up.
Now he’s helping so many people— so many entrepreneurs, so many businesses, so many investors, so many individuals and companies. It’s been incredible.
I’ve been working with him and his team for, yeah, must be four years now. And I would say, if you’re an entrepreneur, you own businesses, or you’re a high earner and you have investments like real estate, working with Greg is an absolute no-brainer.
They’re forward-thinking.
They’re cutting-edge.
They’re leaders in the space.
I know personally, for me, they’ve saved me a lot of money, which has been able to add to my net worth.
I’ve saved way more than they’ve cost, or the investment in them.And it’s so worth it. So much so.I’ve recommended dozens of people to them.
I discovered them through some research on Google, actually.
I had just moved to Massachusetts, and I needed a Massachusetts accountant, somebody to come and partner with me.
I’ve been using them for about two years now.
They are great partners.
They really support me in my business, and I highly recommend them.
I feel they can support any industry with all their accounting and tax needs.
Discover a partnership for transformational growth.
Our engagements are relationship based, combining initial strategy, implementation and ongoing support. We work with our clients throughout the year to help them transform their business. Please answer the questions on the following page so we can determine if we are a mutual fit.