tax strategy

Virtual Tax Strategy for US Business Owners & Real Estate Investors

Deviating from the norm - year round tax strategy and implementation.

Year-round, execution-backed planning: entity choice and compensation, multi-state nexus, QSBS (§1202), §41/R&D, and real-estate strategies (REPS, cost segregation, STR rules). We coordinate planning with monthly accounting so savings actually hit the return, not just a slide deck. Delivered 100% virtually across the US with audit-defensible documentation. Start with a tax advisory subscription and integrate bookkeeping and accounting advisory as needed.

Maximizing every dollar with strategic tax planning.

As an entrepreneur, you know that every dollar counts. That's why strategic tax strategies can be the most important investment you make in your business. 

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Tailored tax solutions for proactive financial management.

Don’t settle for a tax planning process that just skims the surface. Think differently.

At Anomaly, we empower our clients to take control of their tax journey by providing a comprehensive review and planning process from the get-go. But we don’t stop there. Our team is dedicated to delivering high-impact and proactive tax strategies tailored to your unique situation.

Identify

Identify actionable tax strategies that apply to your unique situation

Implement

Seamlessly implement the tax strategy to your current system on the fly

Report

Properly report the strategy on your tax returns

our Process & Your solutions

Don't settle for a tax planning process that just skims the surface. Think differently.

At Anomaly, we empower our clients to take control of their tax journey by providing a comprehensive review and planning process from the get-go.

But we don't stop there. Our team is dedicated to delivering high-impact and proactive tax strategies tailored to your unique situation. 
‍
Identify actionable tax strategies that apply to your unique situation
Seamlessly implement the tax strategy to your current system on the fly
Properly report the strategy on your tax returns

‍Say goodbye to the cookie-cutter, old school approach and embrace the power of customized tax planning with Anomaly. 

You're the hero of your entrepreneurial tax story, and we're here to help you make the most of it.

Exceptional ROI: Tax planning with a satisfaction guarantee.

Our award winning tax planning and advisory team knows how to leverage every available tax strategy to ensure you and your business pay the least amount of taxes allowable under the tax code.  ‍

When we prepare your tax return each year, we view it as the report card of how well we executed the plan.  

Our Advanced Tax Strategy Advisory has delivered an average client ROI of 250%+, based on IRS-filed results across industries including technology startups, real estate investors, and digital services firms. Led by Greg O’Brien, named the #1 Tax Strategist in the United States in 2023, our strategies have been cited in leading publications like Forbes, Boston Magazine, Yahoo Finance & BiggerPockets.

Who will benefit from Tax Planning?

Business owners generating a consistent profit

Real estate investors with a growing portfolio

High growth startups seeking an exit plan

High net worth individuals

Core Responsibilities of a Tax Strategist
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1. Comprehensive Financial Review: A tax strategist begins by conducting a thorough analysis of your financial landscape. This includes reviewing income streams, expenses, investments, and significant transactions. The goal is to understand your unique situation and identify areas where tax efficiency can be improved.
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‍2. Identifying Tax-Saving Opportunities: Armed with a deep understanding of tax law, tax strategists continuously seek out deductions, credits, and incentives that apply to your profile. They don’t just react to tax season—they anticipate it, ensuring that you take advantage of every legitimate opportunity to reduce your tax liability.
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‍3. Developing and Implementing Tailored Tax Strategies: A tax strategist crafts a customized plan that fits your business or personal objectives. This plan may involve income deferral, timing of major purchases, or leveraging tax-advantaged accounts. Importantly, they work with you to seamlessly implement these strategies into your daily operations, making tax planning an integrated part of your financial management—not an afterthought.
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‍4. Ongoing Monitoring and Adjustment: Tax laws and your financial situation can change quickly. A tax strategist monitors these changes throughout the year, adjusting your strategy as needed to keep you compliant and maximize savings. This proactive approach helps you avoid surprises and stay ahead of potential issues.
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5. Accurate and Strategic Tax Reporting: Properly reporting tax strategies on your returns is essential. Tax strategists ensure that all documents are prepared accurately and in accordance with the latest regulations, reducing the risk of audits and penalties.
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‍6. Client Education and Communication: A key part of a tax strategist’s role is to educate clients about the reasoning behind each strategy and the impact on their broader financial picture. They foster open communication, making themselves available for questions and regular check-ins—so you’re never left in the dark about your tax position.
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FAQs About Our Tax Strategy Services

What unique approach does Anomaly CPA take toward tax strategy and planning?

Anomaly CPA goes beyond traditional tax planning by integrating year-round strategic planning and implementation, ensuring businesses maximize every tax opportunity with customized strategies. This approach led to Anomaly CPA being named the #1 Tax Strategist in the US in 2023 by the AICTC.

Who can benefit most from Anomaly CPA's tax planning services?

Business owners with consistent profits, real estate investors expanding their portfolios, high-growth startups planning for exits, and high-net-worth individuals are ideal candidates for Anomaly's tax planning services.

Do you implement §41/R&D tax credit studies?

Yes, we offer research & development tax credit studies for a flat price. Why pay a non credentialed “credit” shop who will take 20% of your credit, when credentialed CPAs can do it and sign your tax returns.

Can you handle REPS/STR planning?

Yes we specialize in REPS and STR tax strategy. We offer a full course on the STR tax strategy and have been cited by Biggerpockets (https://www.youtube.com/watch?v=xOcPEqb4t6Y) for our STR tax strategy work.

"I was trying to change from a reactive tax strategy to a proactive tax strategy. I found that with Anomaly. I operate 10 plus businesses with over 600 employees and we have done a good job with mapping growth strategy but our tax strategy was lagging behind. Anomaly quickly gathered all information about the companies and upcoming plans and were able to weigh in on timing and tax strategy pros and cons of our growth strategy. We meet with Anomaly on a regular basis and they have become a part of our team. Every person on their team without exception have been professional and very responsive. Anomaly has my highest recommendation."

Ed Alberts

"Long gone are the days of old-school CPAs, where you don't know what exactly you're being charged for or how they come up with their rates. Where you think, do I really need to call them for this or can I figure it out with 789,387,494 hours of google's help and various state and federal sites? Long gone. Greg and his team are true partners. I actually LIKE hopping on quick calls or video meetings with them. I walk away well-informed and knowing I have chatted with really smart people who have my business's best interest in mind. They are super knowledgeable. In a short time, we have implemented several of their strategies. I only wish we had partnered with them sooner. I look forward to our continued partnership. They truly understand our business and help guide us through big decisions. If you are on the fence about working with them, it's time to make the leap. You will not regret it."

Joanna Tiger

"Greg is by far the best accountant I’ve ever worked with. He is highly recommended for start-ups, can grow with your business, and is amazing to work with at the intersection of tax/legal . When I call him he picks up and knows the answer. There’s no partner he needs to pull onto a call or wreck-less billable hours. He’s the best at what he does."

Mathew Roberts

"We've been working with Greg and his team for almost 3 years now and have nothing but great things to say about them. From the client experience to the tax savings and overall strategy they've implemented for our business, they've crushed it for us. Saving us well over $100,000+ in taxes so far we highly recommend them for any business owner looking to dial in their taxes and save the most money possible."

Joshua Steil

"I've been a long-time (5+ years) client of Anomaly CPA. The team is really amazing. Their level of sophistication, especially catered to the specific needs of each different client (I send many of my friends to them), is unparalleled. They are a friend, mentor, and partner I can trust."

Louis Kang

"Love working with the team at Anomaly! They are always looking for ways to help us and readily available when we have questions. Thank you Anomaly!"

Ho-Jun Suk

Discover a partnership for transformational growth.

With base level tax advisory subscriptions starting at $450/month + bookkeeping starting at $500/month, our engagements are relationship based, combining initial strategy, implementation and ongoing support. We work with our clients throughout the year to help them transform their business. Please answer the questions on the following page so we can determine if we are a mutual fit.