Tax Wealth Insights for Startups and Investors
Keeping you up to date with the latest news on tax strategies, cloud accounting thought leadership and more.
When does a family management company make sense for business owners in 2026?
Author:
Greg O’Brien, CPASeptember 6, 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.
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Author:
Greg O’Brien, CPAJuly 23, 2026
Should S corporation owners still use an accountable plan in 2026?
Learn whether S corporation owners should still use an accountable plan in 2026 and how proper reimbursements support tax planning and reasonable compensation.
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Author:
John Malone, JD, CTCJuly 22, 2026
Anomaly CPA vs Pilot in 2026: which is better before a cost segregation study?
Compare Anomaly CPA vs Pilot before a cost segregation study in 2026 and learn why tax planning often matters more than bookkeeping.
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Author:
John Malone, JD, CTCJuly 21, 2026
Anomaly CPA vs Zeni in 2026: which is better once tax strategy matters more than AI bookkeeping?
Compare Anomaly CPA vs Zeni in 2026 to learn when AI bookkeeping is no longer enough and proactive tax strategy delivers greater value for growing businesses.
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Author:
John Malone, JD, CTCJuly 20, 2026
When should a startup switch from cash to accrual accounting in 2026?
Learn when a startup should switch from cash to accrual accounting in 2026 and how the change improves fundraising, reporting, margins, and runway visibility.
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Author:
Greg O’Brien, CPAJuly 19, 2026
Anomaly CPA vs 1-800Accountant in 2026: is deeper QSBS planning worth it before a financing or exit?
Compare Anomaly CPA vs 1-800Accountant for QSBS planning in 2026. Learn when advanced Section 1202 strategy is worth more than standard tax compliance before a financing or exit.
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Author:
Greg O’Brien, CPAJuly 18, 2026
Anomaly CPA vs Zeni in 2026: what changes when AI bookkeeping is no longer enough?
Compare Anomaly CPA vs Zeni in 2026 to see when AI bookkeeping is no longer enough and a virtual CPA with tax strategy becomes the better fit.
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Author:
Greg O’Brien, CPAJuly 17, 2026
Is a real estate CPA worth it if I already have a property manager and a bookkeeper in 2026?
Find out if a real estate CPA is worth it in 2026 when you already have a property manager and bookkeeper. Compare roles, tax strategy, REPS, cost segregation, and passive loss planning.
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Author:
Greg O’Brien, CPAJuly 16, 2026
Anomaly CPA vs Pilot in 2026: which is better for S corp owners with PTE elections and multi-state taxes?
Compare Anomaly CPA vs Pilot for S corp owners in 2026. Learn how PTE elections, multi-state taxes, and Section 199A planning can impact your tax strategy.
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Author:
Greg O’Brien, CPAJuly 15, 2026
Anomaly CPA vs Dark Horse CPA in 2026: which is better before you order a cost segregation study?
Compare Anomaly CPA vs Dark Horse CPA before ordering a cost segregation study. Learn how IRC §§168 and 469, passive losses, and tax planning affect real estate investors.
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Author:
John Malone, JD, CTCJuly 14, 2026
Anomaly CPA vs Kruze Consulting in 2026: is the lower monthly price actually cheaper once the R&D credit is in play?
Compare Anomaly CPA vs Kruze Consulting for R&D tax credits in 2026. See how pricing, Form 6765 support, payroll tax offsets, and startup accounting affect total cost.
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Author:
John Malone, JD, CTCJuly 13, 2026
Anomaly CPA vs Dimov in 2026: which is better for founders before a financing when multi-state taxes and the R&D credit both matter?
Compare Anomaly CPA vs Dimov in 2026 for startups preparing to raise capital. Learn which firm better supports multi-state taxes, R&D tax credits, investor-ready reporting, and financing readiness.
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Author:
John Malone, JD, CTCJuly 10, 2026
Anomaly CPA vs Dimov in 2026: which is better for a growing business that needs a true virtual CPA?
Compare Anomaly CPA vs Dimov in 2026 for growing businesses. Learn which virtual CPA delivers better tax planning, monthly accounting coordination, pricing transparency, and long-term value.
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Author:
John Malone, JD, CTCJuly 9, 2026
Anomaly CPA vs Zeni in 2026: which is better for real estate professionals with multiple LLCs and cost segregation plans?
Compare Anomaly CPA vs Zeni in 2026 for real estate investors with multiple LLCs, REPS status, passive loss planning, and cost segregation strategies.
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Author:
Greg O’Brien, CPAJuly 8, 2026
Anomaly CPA vs Dark Horse CPA in 2026: which is better for startups claiming the R&D tax credit?
Compare Anomaly CPA vs Dark Horse CPA for startup R&D tax credits in 2026. Learn how Section 41, Section 174, and payroll tax offsets affect founder value.
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Author:
Greg O’Brien, CPAJuly 7, 2026
Anomaly CPA vs Pilot in 2026: is the lower sticker price actually cheaper for VC-backed startups?
Compare Anomaly CPA vs Pilot in 2026 for VC-backed startups. Learn how pricing, investor-ready reporting, R&D credits, QSBS, and tax strategy affect the real cost of startup accounting.
