
Author:
John Malone
September 22, 2026
What should online CPA services include for a startup after the seed round in 2026?
Learn what online CPA services should include for a post-seed startup in 2026, from monthly close and tax planning to investor-ready reporting.

Author:
John Malone
September 21, 2026
How should Airbnb owners plan estimated taxes when occupancy changes in 2026?
Learn how Airbnb owners should plan estimated taxes in 2026 when occupancy changes, including safe harbors, passive-loss limits, and seasonal income.


Author:
Greg O’Brien
September 20, 2026
Should you hire a CPA before buying your next rental property? What real estate investors should decide first
Learn when to hire a CPA before buying a rental property and what to review first, including entity structure, passive losses, renovations, and cost segregation.


Author:
John Malone
September 19, 2026
Short-term rental CPA: what Airbnb owners need after bookkeeping is clean
Learn what a short-term rental CPA should handle after Airbnb bookkeeping is clean, including material participation, personal use, basis, and cost segregation.


Author:
Greg O’Brien
September 18, 2026
Tax planning and strategy for founder-owned service businesses: what should happen before year-end
Learn what founder-owned service businesses should address before year-end, including compensation, reimbursements, SSTB limits, PTE elections, and tax planning.


Author:
John Malone
September 17, 2026
CPA tax strategist for multi-entity business owners: when year-round planning actually pays for itself
Learn when a CPA tax strategist makes sense for multi-entity business owners, what year-round planning costs, and when proactive strategy can pay for itself.


Author:
Greg O’Brien
September 16, 2026
Outsourced accounting companies vs a virtual CPA firm: what growing businesses should choose
Compare outsourced accounting companies vs virtual CPA firms and learn which model better fits growing businesses that need accounting, tax planning, and advisory.


Author:
John Malone
September 15, 2026
Online CPA services for S corporation owners: what should be included, and what should it cost?
Learn what online CPA services for S corporation owners should include, what they cost, and when bookkeeping, payroll, tax, and planning should work together.


Author:
Greg O’Brien
September 14, 2026
Is the R&D tax credit worth it for a pre-revenue startup in 2026?
Learn when the R&D tax credit is worth it for a pre-revenue startup in 2026, including payroll-tax savings, qualified costs, study fees, and eligibility.

Author:
John Malone
September 13, 2026
CPA for real estate investors: the systems you need before the next property
A CPA for real estate investors should connect property-level accounting, passive-loss rules, depreciation, and cost segregation before the next acquisition.

Author:
Greg O’Brien
September 12, 2026
Cloud CPA isn’t just remote bookkeeping, it should improve decision-making
A cloud CPA should do more than move bookkeeping online. Learn how faster closes, connected systems, reporting, and tax coordination improve decisions.

Author:
John Malone
September 11, 2026
Why growing companies outgrow basic accounting
Growing companies outgrow basic accounting when reporting, payroll, entities, and tax planning become more complex. Learn when it’s time to upgrade.

Author:
Greg O’Brien
September 10, 2026
What a virtual CPA relationship should include after the books are closed
Virtual CPA services should go beyond closing the books. Learn how reporting, payroll, tax planning, and post-close guidance support better decisions.

Author:
Greg O’Brien
September 9, 2026
What a tax strategist should do before tax season
Learn what a tax strategist should do before tax season, from §199A and estimated taxes to payroll, owner compensation, and proactive planning.

Author:
John Malone
September 8, 2026
Outsourced accounting services: what growing companies should expect beyond bookkeeping
Outsourced accounting services go beyond bookkeeping. Learn how growing companies can improve reporting, payroll coordination, tax planning, and decisions.

Author:
John Malone
September 7, 2026
Converted your home to an Airbnb? How the placed-in-service date changes cost segregation in 2026
Learn how Airbnb conversion dates affect cost segregation, depreciation basis, bonus depreciation, and passive-loss rules for property owners in 2026.

Author:
Greg O’Brien
September 6, 2026
When does a family management company make sense for business owners in 2026?
Learn when a family management company makes sense in 2026 and how related-party fees, payroll, Section 199A, Section 469, and documentation affect the strategy.

Author:
John Malone
September 5, 2026
How should startups account for SAFEs before a priced round in 2026?
Learn how startups should account for SAFEs before a priced round in 2026, including GAAP classification, cap-table controls, and conversion preparation.

Author:
John Malone
September 4, 2026
How should real estate professionals account for Airbnb payouts, platform fees, and cleaning charges in 2026?
Learn how to account for Airbnb payouts, platform fees, cleaning charges, refunds, and occupancy taxes in 2026 with cleaner property-level bookkeeping.

Author:
Greg O’Brien
September 3, 2026
How do personal-use days change cost segregation for Airbnb owners in 2026?
Learn how personal-use days affect Airbnb cost segregation in 2026, including Section 280A limits, rental-use allocation, material participation, and passive losses.

Author:
Greg O’Brien
September 2, 2026
How much should a multi-state business pay for virtual CPA services in 2026?
See what multi-state businesses should budget for virtual CPA services in 2026, including accounting, tax support, planning, and the factors that increase cost.

Author:
Greg O’Brien
September 1, 2026
Can a company buy back my shares without destroying QSBS in 2026?
Learn how company share buybacks can affect QSBS in 2026, including Section 1202 redemption windows, the 5% test, Section 302, and founder planning.

Author:
John Malone
August 31, 2026
Can AI startups claim the R&D tax credit for model development in 2026?
Learn when AI model development can qualify for the R&D tax credit in 2026, including training, compute costs, payroll credits, Section 174A, and documentation.

Author:
John Malone
August 30, 2026
Is a Section 1045 rollover worth it when QSBS has not met five years in 2026?
Learn when a Section 1045 rollover may be worth it before QSBS reaches five years, including 60-day reinvestment rules, Section 1202 tiers, and basis effects.




