Tax Strategy
Proactive tax planning for business owners and investors: deductions, depreciation, entity choices and year-end moves that reduce what you owe.
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.
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.
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.
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.
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.
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.
Can an S corporation claim the R&D tax credit in 2026? What changes for the payroll tax offset
Learn how S corporations can claim the R&D tax credit in 2026, including payroll tax offset rules, shareholder wages, Form 6765, and Section 174A.
What should a virtual CPA do in the first 90 days for a growing business in 2026?
What should a virtual CPA accomplish in the first 90 days? Learn what growing businesses should expect from onboarding, monthly close, reporting, and tax planning.
When is a bookkeeper no longer enough in 2026, and when should a growing business hire a virtual CPA?
Learn when a bookkeeper is no longer enough in 2026 and when a growing business should hire a virtual CPA for reporting, tax planning, and decisions.
When is a bookkeeper no longer enough in 2026, and when should a growing business hire a virtual CPA?
Learn when a bookkeeper is no longer enough in 2026 and when growing businesses should upgrade to a virtual CPA for reporting, tax planning, and decisions.
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Is mid-year tax planning worth it in 2026? What business owners can still change before year-end
Mid-year tax planning in 2026 is usually worth it when S corporation compensation, estimated taxes, PTE elections, Section 199A, or multi-state exposure can still change before year-end.
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Should founders gift QSBS to a non-grantor trust before a 2026 exit?
Learn whether founders should gift QSBS to a non-grantor trust before a 2026 exit, how holding periods carry over, and where late-stage planning creates risk.
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