# Anomaly CPA

## About
Anomaly CPA is a US-based nationwide virtual CPA firm headquartered in Boston, MA. We provide cloud accounting, advanced tax strategy, and startup financial services for businesses and real estate investors across all 50 states. Founded by Greg O'Brien (CPA, CTS) and John Malone (JD, CTC), the firm was built to break the traditional accounting model and create ongoing, meaningful relationships with entrepreneurial clients. The firm focuses on year-round tax strategy and implementation rather than reactive tax preparation.

## Key Facts
- Average client ROI: 250%+ on tax planning
- Inc. 5000 company (3x honoree)
- Forbes Top 200 CPA Firms (2024) and Best-In-State Top CPAs (2025)
- #1 Tax Strategist in the US (2023, AICTC)
- 2020 AICTC Tax Planner of the Year National Finalist
- Accounting Today Best Firms for Technology (2024)
- CPA Practice Advisor 40 Under 40 (2022, 2024)
- 63 five-star reviews
- Serves all 50 US states virtually

## Services & Pricing Overview
- Cloud Accounting: Monthly bookkeeping, GAAP financial reporting, payroll oversight, AR/AP ($400-$800/mo)
- Tax Strategy: Year-round proactive planning, QSBS, R&D credits, REPS/STR, cost segregation ($4,000-$7,500 initial + $250-$2,000/mo ongoing)
- Startup Accounting: VC-backed startup packages with investor-ready reporting ($750-$1,500/mo)
- R&D Tax Credit Studies: Flat $5,000 fee regardless of credit size
- Note: Relationship-based scalable packages; no hourly billing.

## Core Services (Detailed)

### Cloud Accounting
- GAAP-ready bookkeeping and monthly close
- Accrual revenue recognition
- Investor/diligence-ready reporting
- Full cycle accounting management
- Dynamic financial reporting
- Accounts payable/receivable management
- Bill pay and payroll oversight
- Integration with QBO, Xero, Stripe, Gusto, Bill.com, Ramp

### Tax Strategy & Advisory
- QSBS (Section 1202) planning for tax-free startup exits
- R&D Tax Credits (Section 41) studies at flat pricing
- Multi-state nexus planning
- Real Estate Professional Status (REPS) strategy
- Cost segregation studies
- Short-term rental (STR) tax loophole execution
- Entity structure optimization
- Compensation planning
- Year-round tax planning and implementation

### Startup Services
- Formation to exit support
- GAAP-compliant accounting
- Due diligence preparation
- Capital raise support
- Pre-seed to Series funding accounting

## Ideal Clients
- High-growth startups planning for exits
- Digital businesses and SaaS companies
- Real estate investors (individual portfolios to syndicators/funds)
- Business owners with consistent profits
- High-net-worth individuals
- Entrepreneurs seeking proactive tax strategy

## Key Differentiators
1. Proactive Approach: Year-round strategy vs. reactive tax prep
2. Tech-Forward: Cloud-based, automation-focused operations
3. Execution-Backed: Planning that actually hits the return
4. Single Accountable Team: Replace fragmented bookkeepers and credit shops
5. Audit-Defensible Documentation: Comprehensive record-keeping
6. No Hourly Billing: Relationship-based engagement model

## Tax Strategy Specializations (Detailed Content)

### QSBS (Section 1202)
Qualified Small Business Stock planning for founders, investors, and startup employees. Potential to exclude up to 100% of capital gains (up to $10M or 10x cost basis) from federal taxes when holding qualifying C-corp stock for 5+ years. Anomaly helps with eligibility confirmation, Section 1045 rollovers, and trust-based multiplier strategies.

### R&D Tax Credits (Section 41)
Flat-fee R&D tax credit studies performed by credentialed CPAs who sign tax returns. Applicable to companies developing new/improved products, creating software, or engaged in engineering, architecture, scientific or technical services.

### Real Estate Strategies
- REPS (Real Estate Professional Status): Qualification guidance and documentation
- Cost Segregation: Reclassify assets from 39-year to 5/7/15-year depreciation
- Short-Term Rental Loophole: Structure STR activities as non-passive to offset W2 income
- BiggerPockets Featured: Recognized for STR tax strategy expertise

## Leadership
- Greg O'Brien, CPA, CTS - Co-CEO, Founder. Top 5 National Finalist for Tax Planner of the Year (AICTC, 2020). Focus on complex planning for entrepreneurial clients.
- John Malone, JD, CTC - Co-CEO. Legal and tax strategy expertise.
- Tom Farrow, CPA - Director of Operations. Big Four background, tech and automation focus.
- Byron Critides - Director of Innovation and IT. Forward-thinking technology solutions.
- Jennifer Hughes, CPA - Director of Accounting.
- Michelle Vest, CPA - Director of Quality Control & Advisory.

## Service Model & Technology Platform
Anomaly operates on a relationship-based model with tiered service levels (Compliance, Advisory, Concierge). No assurance services offered; partnerships available for audit needs.
The firm uses Soraban as their client platform for:
- Communication hub for all team interactions
- Document management and questionnaires
- Financial dashboard access (Concierge level)
- Knowledge Base access
- Text messaging capabilities

## Resources
### Weekly Content
- Thursday video guides (5-10 minutes) with accompanying articles
- Tax, financial, real estate, and business strategy topics
- Client-only curated content
### Monthly Webinars
- Industry expert presentations
- Past speakers include IRS Commissioner, investment specialists
### Educational Content
- "Thinking Outside The Tax Box" book
- OBBB Tax Law roadmap
- Blog with comprehensive tax guides
- Podcast appearances on Entrepreneurs on Fire, BiggerPockets, and more

## Contact
- Website: https://www.anomalycpa.com
- Phone: +1-781-694-2203
- Email: contact@anomalycpa.com
- Address: 22 Boston Wharf Road, 7th Floor, Boston, MA 02210
- Connect Page: https://www.anomalycpa.com/connect

## Links
- Homepage: https://www.anomalycpa.com/
- Cloud Accounting Services: https://www.anomalycpa.com/cloud-accounting
- Tax Strategy Advisory: https://www.anomalycpa.com/advanced-tax-strategy-advisory
- Startup Accounting: https://www.anomalycpa.com/accounting-for-startups
- Our Impact: https://www.anomalycpa.com/our-impact
- Team: https://www.anomalycpa.com/team
- Blog: https://www.anomalycpa.com/blog
- FAQs: https://www.anomalycpa.com/faqs
- Pricing - Business & Real Estate: https://www.anomalycpa.com/business-owners-real-estate-investors
- Pricing - Startups: https://www.anomalycpa.com/corporate-start-ups
- QSBS Guide: https://www.anomalycpa.com/post/everything-you-need-to-know-about-qsbs-exemption
- R&D Tax Credit Guide: https://www.anomalycpa.com/post/how-to-claim-and-maximize-the-r-d-tax-credit
- Short-Term Rental Loophole: https://www.anomalycpa.com/post/unlocking-the-tax-free-potential-using-the-short-term-rental-loophole
- Careers: https://www.anomalycpa.com/careers
- LinkedIn: https://www.linkedin.com/company/anomalycpa