Anomaly CPA

WHAT IF YOUR BIGGEST TAX ASSET CURRENTLY LOSING MONEY?

Most founders look at unrealized losses and see a mistake.

Strategic founders see future tax offsets.

Tax-loss harvesting allows you to realize losses on investments that are down and use those losses to offset capital gains.

If losses exceed gains, up to $3,000 can offset ordinary income each year.

But the real opportunity isn’t the immediate deduction.
Unused losses carry forward indefinitely.

That means a position that’s down today could help reduce taxes on a future exit, secondary sale, distribution, or liquidity event years from now.

The founders who benefit most aren’t scrambling after the transaction.

They’re building tax assets before they need them.
Comment HARVEST and we’ll show you how this strategy may apply to your situation.

Entrepreneur

THE BIGGEST S-CORP MISTAKE HAPPENS AFTER APPROVAL

Everyone talks about the tax savings.

Almost nobody talks about the rules that make those savings legitimate.

Here’s where business owners get into trouble:
They elect S-Corp status, stop there, and pay themselves little, or nothing, in salary to maximize distributions.

The IRS already knows that play.

S-Corp owners are required to pay themselves a reasonable salary based on the work they actually perform.

Ignore that rule, and what looks like tax savings today can become penalties, back taxes, and unwanted scrutiny later.

And salary isn’t the only piece.

Payroll systems, documentation, and proper reimbursement structures matter just as much.
The strategy works.

The shortcuts don’t.

Comment SCORP and we’ll show you how to structure it correctly.

Everyone online tells you to elect S-Corp status. Almost nobody tells you what happens when you do it wrong.

The savings are real. But they come with requirements — and the one most people skip is the reasonable salary rule.

Underpay yourself to avoid payroll taxes and you're not saving money. You're building a case for an audit.

S-Corp works. It just has to be set up correctly.

Comment SCORP and I'll walk you through how to structure it the right way.

THE BEST FEEDBACK WE GET HAS NOTHING TO DO WITH TAXES

It’s this:

“You actually bring ideas to us.”

Too many founders and business owners have the same experience with their CPA:

Questions get answered.

Returns get filed.

Deadlines get met.

But strategy only happens when they ask for it.

The most valuable advisory relationships work differently.

They’re proactive.

They identify opportunities before they become urgent.

And they help business owners make decisions with more clarity and confidence.

That’s the kind of partnership we’re building at Anomaly.

Not just a firm that keeps you compliant.
A team that helps you think ahead.

DM PARTNER to see what working with Anomaly actually looks like.

THE IRS LOVES S-CORPS. UNTIL THIS NUMBER LOOKS WRONG.

Most S-Corp audits start with one simple question:

“How did you determine your salary?”

Everyone online talks about the tax savings.

Few people talk about the rule that makes those savings legitimate.

When you elect S-Corp status, you can’t simply pay yourself whatever number creates the
biggest tax benefit.

The IRS expects a reasonable salary based on the work you perform and what someone else
would be paid to do the same job.

Underpay yourself, and the tax savings can quickly turn into back taxes, penalties, and scrutiny.

The strategy isn’t the problem.

The lack of structure is.

S-Corps can be incredibly effective—but only when they’re implemented and maintained
correctly.

Comment SCORP and we’ll walk you through how to set it up the right way.

FounderFinance
TaxPlanning CPA BusinessGrowth Anomaly

Most founders hear "R&D Tax Credit" and assume it doesn't apply to them.

If your team writes code, tests new processes, or builds anything that didn't exist before — there's a real chance it does.

This isn't a deduction that reduces your taxable income. It's a dollar-for-dollar credit against your tax bill. And it can carry forward for years.

The IRS test doesn't require a lab. It requires experimentation, technical uncertainty, and a process of development. A lot of product and tech companies qualify and never claim it.

Comment RD and we'll tell you whether your business likely qualifies.

YOUR BOOKS CAN LOOK CLEAN AND STILL KILL A DEAL

The worst time to find accounting problems is during fundraising.

But that’s exactly when most founders discover them.
Early on, basic bookkeeping is usually enough.

Transactions are simple.

Reporting requirements are limited. Growth is the priority.

Then fundraising starts.

Suddenly investors want clean financials, clear reporting, and answers backed by data.

That’s when the cracks show:

• Financials that aren’t investor-ready
• Missing tax planning opportunities
• Multi-state compliance issues
• Disorganized records during due diligence

The founders who navigate fundraising smoothly usually aren’t scrambling to clean things up.

They built the right financial infrastructure before they needed it.

Good startup accounting isn’t about keeping the books clean.

It’s about building a system that can support growth, capital raises, and future exits.

Comment STARTUP and we’ll show you what that framework looks like.

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BusinessGrowth FounderLife TaxStrategy FinancialPlanning