Tax IQ

Tax IQ Library

Tax strategies that capture real value.

Plain-English explanations of legitimate strategies your CPA may not have time to surface. Use these to understand your options. Use Tax IQ to identify which apply to your specific situation.

You're looking at 6 of nearly 50 strategies in our library.

These are some of the highest-impact tax planning moves we screen for on every Tax IQ report. The full analysis identifies which of dozens of strategies apply to your specific situation, with the math, the timing, and what to bring to your CPA.

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BUSINESS STRUCTURE

S-corp Election: When It Saves You Money

Self-employment tax is one of the biggest costs business owners pay. At certain income levels, electing S-corp status legally reduces it.

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RETIREMENT

Solo 401(k) vs SEP-IRA: Which Wins for Self-Employed?

Both let you save aggressively for retirement as a business owner. Which one fits depends on your structure, income, and goals.

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DEDUCTIONS

The Augusta Rule: Rent Your Home to Your Business Tax-Free

An IRS provision lets you rent your home to your business for up to 14 days per year, completely tax-free. Real, legitimate, often missed.

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DEDUCTIONS

Home Office Deduction: Simplified vs Actual Method

Most people pick the wrong method and leave money on the table. The right choice depends on your actual home office expenses.

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DEDUCTIONS

Vehicle Deduction: Mileage vs Actual Expenses

Two methods. One is simpler, one usually saves more. Knowing the difference can be worth thousands per year.

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INVESTMENTS

Tax-Loss Harvesting: Use Your Losers to Cut Your Tax Bill

Investment losses are not just bad news. Realized correctly, they offset gains and reduce your tax bill by thousands.

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Want to know which of these apply to you?

Tax IQ analyzes your full situation and identifies the specific strategies that fit your numbers, your structure, and your goals. You walk into your CPA conversation with a complete strategy document.