Videos

Our Partners Say  "Don't worry, our partner will help you with that."   Can you?

Activities that qualify for material participation must pass 3 tests -  Does it qualify?  Is it classified correctly? Is it documented correctly?

Tax Strategies and Planning are great, but often the investor is left with weak implementation assistance.  Mind the (implementation) GAP!

Learn about why documentation often is the weakest link in tax strategies, and how to fix it.

Good deductions require good evidence. Here is what that looks like in practice.

Help you clients understand the principles of evidence quality using the MakeItDeductible Evidence Quality Pyramid

Get your tax documentation readiness snapshot.  Trigger a free consultation and and a free 30 day trial.

If you are logging STR hours manually at tax time, you are already behind. Here is what to do instead.

Material Participation in Equipment Rental businesses

Getting started takes one text message and less than five minutes.

See how the WhatsApp-based workflow captures and organizes your tax documentation in minutes.

Learn how Material Participation works?   Did you connect your event to you operating your business?

How you get your reports and nudges.  How you get your quarterly and annual summaries.