Letters
Taxes can take up 30-50% of your annual income, and many entrepreneurs and real estate investors miss out on proactive tax planning from their CPAs. Each year, we review hundreds of tax returns from potential clients and find that over 80% have errors or missed opportunities.
December 31 is not when you invent a P&L. Q4 is when you reconcile, unmix personal charges, and lock a close so tax planning has numbers instead of folklore.
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The R&D credit can apply to software, product, and process work, not just white coats. Four tests, time tracking, and Form 6765. A marketing agency renaming a slide deck does not qualify.
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January 15 is the fourth estimated tax payment for most calendar-year filers. The safe harbor is math, not a vibe. Miss it after a big year and you buy a penalty on money you already spent.
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REPS is a job test, not a landlord hobby. More than half your working hours in real estate trades, 750 hours, plus participation in the rentals. A W-2 surgeon with two Airbnbs usually fails it.
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