Your Trusted Experts

Review previous year’s returns for retroactive deductions introduced by OBBB

Identify eligibility for expanded OBBB business deductions (e.g., equipment, Section 179, R&D expenses)

Track and document new personal and business deductions: auto loans, business meals, childcare credits, etc.

Integrate new payroll tracking for qualified tips and overtime, if applicable

Confirm eligibility for new OBBB tax credits (childcare, paid leave, energy-related, etc.)

Review phase-out thresholds by AGI and adjust withholding or income recognition accordingly

Re-evaluate business structure (S-corp, LLC, partnership) for OBBB tax efficiency

Review owner/officer payroll and benefits to take advantage of new deduction or credit opportunities

Digitize receipts and records for all major deductible expenses

Confirm electronic filing compliance (required for 10+ returns issued)

Update contractor/vendor information for new 1099 thresholds

Review investment sales for capital gains/losses with new OBBB holding period/regulations

Integrate digital assets/crypto reporting if active

Reconcile all bank, credit card, and payroll accounts

Run a preliminary tax calculation for early warning of liabilities or refund estimates

Monitor for Florida and Tampa-specific OBBB conformity; adjust local filings as needed