The IRZUA Difference Forward-Looking Strategy
Most CPAs and accountants only look in the rearview mirror. By the time tax season arrives in April, your financial year is closed—and it’s too late to make strategic moves that lower your bill.
At IRZUA Consulting Services, we take a proactive, mid-year approach. We work with you during the tax year to structure your business, investments, and expenses before your books close.
Keep Your Current Tax Preparer!
You don’t need to fire your CPA. IRZUA handles mid-year strategy and delivers a complete, turn-key CPA Delivery Package directly to your accountant so they can file your return with maximum savings.
Our Core Tax Planning & Strategy Pillars
Pillar 1: Business Income & Deductions
- Sec. 199A QBI: Maximize the 20% pass-through tax deduction for qualified business income.
- Sec. 280A Augusta Rule: Extract tax-free home rental income by hosting business meetings at home (up to 14 days/year).
- W-2 / 1099 Family Payroll: Shift business income to your children’s lower tax brackets through legitimate family hiring.
- Sec. 162 Executive Bonus: Structure tax-deductible executive compensation and retention plans.
- Facility Deductions: Legally deduct home office space, utilities, internet, and business subscription expenses.
Pillar 2: Real Estate & Asset Acceleration
- Cost Segregation Studies: Fast-track depreciation on residential and commercial rental properties to create Year-1 tax losses.
- Sec. 179 & Bonus Depreciation: Write off machinery, equipment, vehicles, and technology in the year acquired.
- Bad Debts & Inventory Write-offs: Legally write off unsellable stock, supplies, and aging accounts receivable.
- Accrual Method Optimizations: Defer income and accelerate deductible expenses prior to December 31st.
Pillar 3: Retirement, Credits & Wealth Protection
- Sec. 408K SEP IRA: Build retirement wealth while significantly reducing your current year’s taxable income.
- HSA & Benefits: Utilize tax-free Health Savings Accounts and structured corporate health plans.
- Energy Tax Credits: Capture federal and state tax credits to offset your tax bill dollar-for-dollar.
- Special Family Credits: Ensure maximum capture of child and bilingual tax credits.
How The IRZUA Client Experience Works
| Step | Phase | What Happens |
|---|---|---|
| 1 | 15-Min Discovery Call | We analyze your income, entity structure, and cash flow to spot immediate savings. |
| 2 | Strategy Design Execution | We build and guide you step-by-step through mid-year tax plan implementation. |
| 3 | CPA Delivery Package | Your preparer receives our audit-ready package to file effortlessly at tax time. |
