A cost segregation study is a tax-saving strategy that allows commercial property owners to reclassify parts of their building into shorter depreciation schedules. Instead of depreciating everything over 27.5 or 39 years, a study identifies components—like lighting, flooring, and landscaping—that can be depreciated over 5, 7, or 15 years.

Before hiring a tax advisor, ask questions that reveal their experience with small business tax strategy, not just basic preparation. Look for someone who offers year-round planning, not just annual filing. Your advisor should help you save money, reduce risk, and make smarter business decisions—not just fill out forms.

If your business is generating consistent net income over $40,000–$60,000 and you’re paying self-employment tax as a sole proprietor or LLC, then yes, it’s likely time to consider filing an S Corp election. But timing matters, and you must meet IRS deadlines to get the full benefit this tax year.

Choosing the right business entity structure is one of the most important tax decisions you’ll make. Your entity structure doesn’t just affect legal liability — it also determines how your business income is taxed, what deductions you’re eligible for, how you pay yourself, and how much you’ll owe in taxes. Make the wrong choice, and you could end up paying thousands more than necessary.

No business owner wants to get audited. While most audits are resolved without penalty, the process can be expensive, time-consuming, and stressful. Worse, audits often uncover unrelated issues that can lead to fines or back taxes. The good news? Most audits are triggered by preventable mistakes or red flags. With the right strategy, you can significantly reduce your risk of being audited.

If you're a real estate investor, tax strategy isn't optional—it’s a critical part of maximizing your returns. From depreciation to 1031 exchanges, real estate tax planning offers powerful tools to legally reduce your tax burden and improve cash flow. Without a smart plan, investors often miss out on deductions worth thousands of dollars annually.

If you're a self-employed business owner or sole proprietor, choosing the right retirement plan can double as a powerful tax shelter. Two of the most popular options are the SEP IRA and the Solo 401(k). Both offer significant tax-deferred savings opportunities, but they have very different rules, benefits, and administrative requirements.

If you own multiple businesses or assets—or plan to—the way you structure ownership can dramatically impact your tax liability, legal exposure, and growth flexibility. One of the smartest (but least understood) tools is a holding company structure. A holding company owns other companies (subsidiaries) but doesn’t typically run operations itself. Instead, it serves as a parent entity that offers legal separation between businesses and can unlock powerful tax advantages.

The R&D Tax Credit (Research and Development Tax Credit) is a federal tax incentive designed to reward businesses for investing in innovation, process improvement, and new product development. Despite the name, you don’t have to be a high-tech lab or research facility to qualify. If your company is solving technical problems or improving how things are made or delivered, you may be eligible.

This article explores seven effective strategies that can accelerate your business growth.

A restaurant franchise owner wanted to increase tax deductions, manage payroll, and ensure compliance with franchise-related agreements.

A group of medical professionals purchased a building with a state-of-the-art surgery center. We did a cost segregation study to lower taxes

A self-storage facility owner wanted to reduce taxes after a major expansion. We did a cost segregation study.

An auto shop struggled with disorganized financial records. The owner needed help tracking expenses. We provided bookkeeping services.

A home-based candle maker wanted to grow the business into a full-time venture and needed cash flow projections to secure a bank loan.

A fast-growing tech startup needed tax advice to optimize deductions, structure investments, and manage R&D tax credits. We helped.

An assisted living facility was looking for ways to reduce its tax burden and improve cash flows. We did a cost segregation study.

A growing digital marketing agency was overpaying in taxes due to an improper business structure. We helped with tax advising.

A family-owned assisted living facility wanted a valuation to support its strategic planning and a potential sale. We helped with that.

A franchise owner with six fast food restaurants wanted to reduce taxable income but increase cash flow. We helped with that.