Tax Solutions
Stop filing taxes. Start engineering them.
Most tax preparers look backward. We look forward — building year-round strategy, coordinating with your books, and finding every dollar the tax code allows for your industry before the return is ever filed.
Why our tax work is different
Planning first. Filing is the last step, not the only one.
Most CPAs see you once a year. We're inside your books every month — so every strategy is stress-tested against real numbers before it matters.
Planning, not just filing
We build a tax strategy in Q1, adjust it mid-year when your numbers shift, and file a return that reflects the plan — not a surprise discovered in April.
Industry-specialized
Short-term rentals, campgrounds, multifamily, and crypto each have specific elections, deductions, and pitfalls. We know the playbook for your industry, not just the general code.
Entity structure & multi-state
S-corp elections, operating vs. holding splits, and nexus exposure across multiple states — handled together, not as three separate engagements with three separate bills.
Coordinated with the books
Because we also handle bookkeeping, we catch classification errors before they become tax errors. No year-end reconciliation fire drills; the numbers are right all year.
What's included
Every return, every strategy, all year, not just at deadline.
Our tax engagement covers the full lifecycle — entity to owner, federal to state, filing to notice response.
The planning advantage
The best tax move is made before December 31.
Once the year closes, your options narrow to filing accurately. The leverage — cost seg elections, retirement contributions, entity changes, asset timing — only exists while the year is still open. We build the strategy in Q1 and refine it all year, so when December comes, every lever has already been pulled.
Strategies we run
Six plays that move the needle for our clients.
These aren't exotic shelters — they're code-compliant strategies most preparers skip because they require planning, documentation, and industry knowledge.
Cost segregation + bonus depreciation
Reclassify real property components into shorter-life assets and combine with bonus depreciation to front-load deductions — often creating a large paper loss in the acquisition year.
S-corp election & reasonable comp
Converting a profitable single-member LLC to S-corp status, setting defensible reasonable compensation, and routing the rest as distributions — reducing self-employment tax on the spread.
Qualified Business Income (QBI) deduction
Structuring income, wages, and entity type to maximize the pass-through deduction for eligible business owners — often the largest single-year lever available.
Multi-state nexus management
Analyzing where you have physical, economic, or payroll nexus, structuring operations to minimize exposure, and filing accurately in each state you're obligated — without over-filing.
R&D tax credit
Identifying qualified research activities — software development, process improvement, new product design — documenting the four-part test, and claiming the credit at federal and state levels.
Real estate professional status & STR loophole
Meeting material participation and hours tests to unlock passive-loss rules for real estate investors and short-term rental operators, allowing losses to offset active income.
What we actually run for you
Built for the industries we know best.
The problem
Short-term rentals
STR professional status, lodging tax compliance, cost segregation on vacation properties, and depreciation strategy for operators managing one unit or a portfolio.
The problem
Campgrounds & RV parks
Transient occupancy tax across jurisdictions, land improvement depreciation, entity structuring for owner-operators, and planning around seasonal cash flows.
The problem
Multifamily
Cost segregation studies, bonus depreciation on acquisitions, 1031 exchange coordination, and real estate professional status planning for apartment operators.
The problem
Cryptocurrency
Mining income, staking rewards, DeFi transactions, NFT sales, and crypto-to-crypto trades — correctly classified, accurately cost-basis tracked, and properly reported.
How we work
Strategy first. Filing last.
Our process is built so strategy decisions come before deadlines — not the night before a return is due.
The numbers we put in front of you
Outcomes that show up in your numbers, not just in our report.
Illustrative benchmarks from clients where tax strategy is coordinated with bookkeeping across a full year.
Figures shown are illustrative.
Keep exploring
Go deeper — or just talk to us.
Talk to someone who's read your industry's tax code.
A 30-minute call. Bring last year's return and your entity structure — we'll show you what's likely being left on the table, then map out a plan on a free intro call.
Book a Call