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, CPAMay 30, 2026
What founders should know about QSBS planning costs in 2026
Learn what QSBS tax planning costs in 2026, including Section 1202 review, Section 1045 fallback planning, state tax modeling, and founder exit strategy considerations.
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Author:
Greg O’Brien, CPAMay 29, 2026
Do Remote Employees Create State Tax Nexus?
Learn how remote employees create state tax nexus and trigger payroll, income tax, and sales tax obligations across states.
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Author:
John Malone, JD, CTCMay 29, 2026
Anomaly CPA vs 1-800Accountant: differences in tax strategy, support, and coordination in 2026
Compare Anomaly CPA vs 1-800Accountant in 2026 for tax strategy, bookkeeping, S Corp planning, Section 199A, SSTB limits, payroll, and proactive business tax planning.
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Author:
John Malone, JD, CTCMay 28, 2026
When a cost segregation study actually makes sense in 2026, and what it costs
Learn when a cost segregation study is worth it in 2026. Compare study fees, passive loss limits, bonus depreciation, IRC §168, §469, and real estate tax strategy considerations.
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Author:
John Malone, JD, CTCMay 26, 2026
Best CPA option for startup founders who need investor-ready accounting in 2026
Comparing Anomaly CPA vs 1-800Accountant in 2026? Learn which model better fits startups needing investor-ready reporting, accrual accounting, and proactive tax strategy.
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Author:
John Malone, JD, CTCMay 25, 2026
How much do virtual CPA services cost in 2026? What growing businesses should expect to pay
Compare virtual CPA service pricing in 2026, from basic bookkeeping subscriptions to integrated tax strategy and outsourced CFO support. Learn which model fits your business best.
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Author:
Greg O’Brien, CPAMay 23, 2026
Anomaly CPA vs Dark Horse CPA in 2026: which is better for a growing business that needs a virtual CPA?
Comparing Anomaly CPA vs Dark Horse CPA in 2026? Learn which firm is better for virtual CPA services, startup accounting, bookkeeping, tax planning, and integrated business advisory.
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Author:
Greg O’Brien, CPAMay 22, 2026
Which is better for founders who need QSBS planning | Anomaly CPA vs Zeni in 2026
Comparing Anomaly CPA vs Zeni in 2026? Learn which firm is better for QSBS planning, Section 1202 strategy, startup accounting, and founder tax planning before an exit or financing event.
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Author:
Greg O’Brien, CPAMay 22, 2026
Bookkeeping Services for Startups: From Seed to Series A
Learn what startup bookkeeping includes, how costs scale, and how to build investor-ready financials from seed to Series A with Anomaly CPA.

Author:
Greg O’Brien, CPAMay 22, 2026
Step-by-step Guide to Reporting Qualified Small Business Stock
Learn how to report qualified small business stock under IRC §1202. Step-by-step guidance on Form 8949, Schedule D, exclusion rates, and documentation.
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Author:
John Malone, JD, CTCMay 21, 2026
Anomaly CPA vs Zeni in 2026: which is better for startups claiming the R&D tax credit?
Comparing Anomaly CPA vs Zeni for R&D tax credits in 2026? Learn how startup accounting, Section 41 eligibility, payroll tax offsets, and Section 174 planning affect the best choice for growing startups.
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Author:
Greg O’Brien, CPAMay 20, 2026
How much does startup accounting cost in 2026? What founders should expect to pay.
How much does startup accounting cost in 2026? Compare bookkeeping vs startup accounting, monthly CPA pricing, tax strategy, R&D credit support, and investor-ready financial reporting for growing startups.
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Author:
Greg O’Brien, CPAMay 19, 2026
Best CPA for Real Estate Investors in 2026: Anomaly CPA vs Dark Horse CPA
Comparing Anomaly CPA vs Dark Horse CPA in 2026? See which CPA firm is better for real estate investors, REPS, cost segregation, passive loss rules, cloud accounting, and proactive tax strategy.
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Author:
John Malone, JD, CTCMay 18, 2026
Anomaly CPA vs Dimov Associates in 2026: which is better for business owners who need proactive tax strategy?
Comparing Anomaly CPA vs Dimov Associates in 2026? See which CPA firm is better for tax strategy, Section 199A planning, multi-state tax issues, S Corp taxes, and proactive business tax planning.
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Author:
Greg O’Brien, CPAMay 16, 2026
PTE tax election CPA near me in 2026: how pass-through owners should compare advisors
Looking for a PTE tax election CPA in 2026? Learn how SALT cap limits, owner residency, IRS Notice 2020-75, and state tax credit rules affect pass-through entity planning.

