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.

What internal controls should a growing business keep when using a virtual CPA in 2026?
Author:
John Malone, JD, CTCNovember 14, 2026
Learn which internal controls growing businesses should keep when using a virtual CPA in 2026, from payment approvals to bank reconciliation reviews.
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Author:
Greg O’Brien, CPAJuly 2, 2026
Anomaly CPA vs Dimov in 2026: which is better value for pass-through owners who need proactive tax planning?
Compare Anomaly CPA vs Dimov for pass-through businesses in 2026. Learn how Section 199A, PTE elections, SALT planning, and proactive tax strategy affect which CPA relationship fits your business.
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Author:
John Malone, JD, CTCJuly 1, 2026
Anomaly CPA vs 1-800Accountant in 2026: which is better for startups that need investor-ready books?
Compare Anomaly CPA vs 1-800Accountant for startups in 2026. See pricing, investor-ready accounting, R&D tax credits, Section 174, and fundraising support.
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Author:
Greg O’Brien, CPAJune 30, 2026
Should a real estate professional pay for monthly accounting or just annual tax prep in 2026?
Should real estate professionals choose annual tax prep or monthly accounting in 2026? Learn when REPS, passive losses, cost segregation, and year-round tax planning make ongoing CPA support worth the investment.
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Author:
Greg O’Brien, CPAJune 29, 2026
How much does a cost segregation study cost for short-term rentals in 2026, and when is it worth it?
Learn how much a cost segregation study for short-term rentals costs in 2026, when it's worth the investment, and how Sections 168, 469, and 1250 affect your tax savings.
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Author:
John Malone, JD, CTCJune 28, 2026
When should a real estate investor order a cost segregation study in 2026?
Learn when real estate investors should order a cost segregation study in 2026. Compare timing, depreciation planning, passive loss limits, at-risk rules, and tax strategy.
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Author:
Greg O’Brien, CPAJune 27, 2026
LLC or C corporation before fundraising in 2026? What founders should decide before the first term sheet
Should your startup be an LLC or C corporation before raising capital? Compare QSBS eligibility, venture funding, equity planning, tax implications, and fundraising readiness in 2026.
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Author:
John Malone, JD, CTCJune 26, 2026
Anomaly CPA vs Zeni in 2026: which is better for startups claiming the R&D tax credit?
Comparing Anomaly CPA vs Zeni in 2026? Learn which provider is better for startup accounting, R&D tax credits, Section 174 compliance, payroll tax offsets, investor-ready reporting, and tax strategy.
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Author:
John Malone, JD, CTCJune 25, 2026
How much should a digital marketing agency pay for a CPA firm in 2026?
Learn how much a digital marketing agency should pay for CPA services in 2026. Compare bookkeeping, tax planning, S corp strategy, §199A deductions, and multi-state compliance costs.
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Author:
Greg O’Brien, CPAJune 24, 2026
Anomaly CPA vs Dark Horse CPA in 2026: which is better for startups that need investor-ready accounting?
Anomaly CPA vs Dark Horse CPA: compare startup accounting, investor-ready reporting, R&D tax credits, Section 174 planning, multi-state growth, pricing, and founder-level tax strategy in 2026.
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Author:
John Malone, JD, CTCJune 23, 2026
Is a bookkeeper enough for a real estate professional in 2026?
Real estate professionals often need more than bookkeeping. Learn how REPS, passive loss rules, cost segregation, and Section 199A planning affect the decision between a bookkeeper and CPA in 2026.
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Author:
John Malone, JD, CTCJune 22, 2026
Anomaly CPA vs 1-800Accountant for S corp owners in 2026: who helps more when PTE elections and multi-state taxes get messy?
Anomaly CPA vs 1-800Accountant: compare S corp tax planning, PTE elections, Section 199A strategies, multi-state tax advisory, pricing, and year-round CPA support in 2026.
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Author:
Greg O’Brien, CPAJune 21, 2026
Anomaly CPA vs Pilot in 2026: which is better for a growing business that needs a true virtual CPA?
Compare Anomaly CPA and Pilot for growing businesses. Learn the differences in bookkeeping, tax planning, monthly close support, and virtual CPA services.
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Author:
Greg O’Brien, CPAJune 20, 2026
Anomaly CPA vs Pilot in 2026: which is better for real estate professionals?
Compare Anomaly CPA and Pilot for real estate professionals. Learn how REPS, passive loss rules, cost segregation, and tax strategy affect provider choice.
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Author:
John Malone, JD, CTCJune 19, 2026
How much does cost segregation cost for apartment buildings in 2026, and when is it worth it?
Learn how much a cost segregation study costs for apartment buildings in 2026, when it makes sense, and how tax strategy affects the true return on investment.
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Author:
John Malone, JD, CTCJune 18, 2026
Is Dark Horse enough once proactive tax planning starts to matter in 2026?
Compare Dark Horse CPA and Anomaly CPA for proactive tax planning, Section 199A strategy, QSBS planning, and advanced tax advisory for business owners.

