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.

Rule of 40 for SaaS Companies: How Finance Teams Should Calculate and Use It
Author:
John Malone, JD, CTCOctober 29, 2026
Learn how to calculate the SaaS Rule of 40 using revenue growth, EBITDA, or free cash flow, and interpret results for financial planning.
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Author:
Greg O’Brien, CPAJuly 31, 2026
How to Become a Real Estate Professional for Tax Purposes
Find out how to qualify as a real estate tax professional for tax purposes and the most common mistakes people make alogn the way.
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Author:
Greg O’Brien, CPAJuly 31, 2026
Airbnb cost segregation in 2026: Anomaly CPA vs 1-800Accountant for owners who need usable losses
Compare Anomaly CPA vs 1-800Accountant for Airbnb cost segregation in 2026 and learn how §469, §168, and usable losses affect your tax savings.
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Author:
Greg O’Brien, CPAJuly 30, 2026
How does communication work with a virtual CPA firm in 2026?
Learn how communication with a virtual CPA firm works in 2026, including secure portals, email, recurring calls, monthly close, tax planning, and urgent issues.
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Author:
John Malone, JD, CTCJuly 29, 2026
When is a fractional CFO worth it for a SaaS startup in 2026?
Learn when a fractional CFO is worth it for a SaaS startup in 2026 and how forecasting, runway, fundraising, and R&D credits affect the decision.
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Author:
Greg O’Brien, CPAJuly 28, 2026
Anomaly CPA vs Dark Horse CPA in 2026: which is better for S corp owners once proactive tax planning matters?
Compare Anomaly CPA vs Dark Horse CPA in 2026 to see which firm better supports S corp owners with PTE elections, Section 199A, compensation, and multi-state tax planning.
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Author:
Greg O’Brien, CPAJuly 27, 2026
When does multi-state tax nexus start for a remote-first startup in 2026?
Learn when multi-state tax nexus starts for remote-first startups in 2026 and how remote employees, sales thresholds, and state tax rules create filing obligations.
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Author:
Greg O’Brien, CPAJuly 26, 2026
Should I order a cost segregation study before a refinance or sale in 2026?
Learn whether to order a cost segregation study before a refinance or sale in 2026 and how recapture, passive losses, and hold period affect the value.
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Author:
John Malone, JD, CTCJuly 25, 2026
Can startups claim the R&D tax credit for contractor and overseas developer costs in 2026?
Learn whether contractor costs qualify for the R&D tax credit in 2026, when U.S. developer expenses count, and why offshore research is generally excluded.
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Author:
John Malone, JD, CTCJuly 24, 2026
Anomaly CPA vs Kruze in 2026: which is better for a growing business that needs a true virtual CPA?
Compare Anomaly CPA vs Kruze in 2026 to see which virtual CPA model is better for growing businesses that need accounting, tax planning, and stronger accountability.
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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.

