Tax Credits & Strategies
Explore a wide variety of useful resources meant to help improve your financial well-being.
10+
Years of experience
$8M
Claimed in Tax Credits
1000+
Clients across all USA
"Our company, Game-On Entertainment, has been fortunate enough to grow at a rapid pace. That growth has presented new challenges. We turned to Arin and his team for their guidance and expertise in order to help us stabilize and manage the financial health of Game-On. From tax preparation to financial strategies, they have become an invaluable extension of our team. We appreciate the partnership we have created with CFOmate, Inc."
Rodriguez Willy
Game-On Enternainment
“Fantastic service from Arin and the team! Loads of technical questions not only answered, but amazing solutions were provided and put into action quickly and efficiently. We had lots to change for our business and CFOmate came in on top! Would highly recommend to anyone looking for the very best.”
Alec Davis
"At CFOmate, we turn financial confusion into clarity, helping our clients navigate their path to success with confidence and ease."
John Smith
Business owner
"Our proactive approach to financial management ensures that our clients are always one step ahead, driving growth and maximizing profitability."
John Smith
Business owner
"With CFOmate by your side, you can focus on what you do best, knowing that your financial health is in expert hands."
John Smith
Business owner
Choose categories
All
Retirement planning
Retirement Plans Startup Costs Tax Credit
Reduce the financial burden of setting up new retirement plans with a substantial tax credit for small businesses.
SEP IRA for Business Owners
Simplify your retirement savings with a SEP IRA, offering high contribution limits and easy management.
Solo 401(k) for Business Owners
Maximize your retirement savings with a Solo 401(k) designed specifically for self-employed individuals and small business owners.
Mega Backdoor Roth IRA
Maximize your retirement savings with higher contribution limits through a Mega Backdoor Roth IRA.
Business Planning
Accountable Plan for Business Owners
Optimize tax benefits and manage employee reimbursements efficiently with an IRS-compliant Accountable Plan.
Pass-through Entity Elective Tax (PTE)
Navigate state taxes more effectively with the Pass-through Entity Elective Tax strategy for your business.
Family Management Companies and Hiring Your Kids
Strategically involve your family in business operations to optimize tax benefits and foster asset management skills.
Reasonable Compensation for S Corporations
Ensure compliance and tax efficiency by determining reasonable compensation for your S Corporation shareholders.
Business Entity Structuring
Strategically select the right business structure to optimize legal protection and tax benefits.
Investment planning
Research and Development Credits
Maximize your investment in innovation with R&D tax credits, reducing your tax liability significantly.
Investment Tax Credits (ITC)
Utilize tax credits to lower the cost of investments in qualifying business assets and energy projects.
0% Long-Term Capital Gains Tax
Strategically manage your investments to potentially qualify for zero capital gains tax on long-term investments.
Charitable planning
Charitable Gift Financing Deduction
Optimize your charitable contributions and maximize tax benefits through strategic gift financing.
Charitable Donation of Appreciated Assets
Enhance your philanthropic impact and gain significant tax advantages by donating appreciated assets.
Donor-Advised Fund (DAF)
Simplify your charitable giving and maximize tax benefits with a Donor-Advised Fund.
Student loans
Student Loan Payment Reduction Planning Using Married Filing Separate Status
Strategically reduce your student loan payments by choosing the Married Filing Separate tax status.
Nonprofits
Understanding Nonprofits
Empower your mission with a clear understanding of nonprofit structures and benefits.
Trust and Estate Planning
Trust and Estate Planning
Secure your legacy and manage your assets effectively with comprehensive trust and estate planning.
Real estate
Solar and Energy Efficient Residential PropertyTax Credits
Invest in your home’s sustainability with government incentives for renewable energy and efficiency upgrades.
Augusta Rule for Business Owners
Utilize your home for business events and enjoy tax-free rental income for up to 14 days annually.
1031 Like-Kind Exchanges
Defer capital gains taxes on investment properties through strategic property exchanges.
Cost Segregation Studies
Accelerate depreciation to boost cash flow and reduce taxable income with strategic asset reclassification.
Real Estate Professional Status
Gain significant tax advantages by qualifying as a real estate professional under IRS guidelines.
Short-Term Rental Loophole
Unlock tax benefits for your short-term rentals, even without real estate pro status. Ideal for platforms like Airbnb or VRBO.
Stay ahead with our advanced TaxAI
Get tax answers, useful insights, and proactive solutions to keep your tax affairs in perfect order.
Grow your business
Take the financial stress off your business’ shoulders
Let CFOmate handle your finances so you can enjoy peace of mind while focusing on growing your business.