Compass CPA, PC

Compass CPA, PC Strategic tax planning, cost segregation, R&D tax credits, and virtual accounting & CFO services for growth-stage businesses and property owners.

We help you reduce tax, improve cash flow, and make smarter financial decisions without the complexity.

🚫 "We're not claiming R&D credits — too much audit risk."I hear this from SaaS founders all the time. And almost every t...
06/20/2026

🚫 "We're not claiming R&D credits — too much audit risk."

I hear this from SaaS founders all the time. And almost every time, it's based on a myth.

Here's the truth:

✅ R&D credits don't trigger audits, poor documentation does.
✅ You don't need to be large or VC-backed to qualify.
✅ A CPA-led study is built to survive IRS scrutiny not just pass initial review.
✅ The four-part IRS test is broader than most founders realize.
✅ Non-CPA firms carry zero professional liability, you do.

The real risk? Leaving $50K–$500K+ on the table every year because of fear built on misinformation.

Let's talk. Free SaaS R&D review: compasscpa.net/claim-rd-tax-credits

🚨 Tax Tip Thursday: The STR Loophole ExplainedCan a W2 earner making $200K+ legally reduce their tax burden with a short...
06/19/2026

🚨 Tax Tip Thursday: The STR Loophole Explained

Can a W2 earner making $200K+ legally reduce their tax burden with a short-term rental?

That’s the claim all over social media.

But here’s the real question:

If the strategy requires significant participation… how realistic is that for someone working full-time? 🤔

The truth:
The STR loophole isn’t a magic tax eraser.
It’s a legitimate tax concept that depends on specific participation rules, documentation, and proper ex*****on.

Before believing “buy one Airbnb and write everything off,” understand the fine print.

👇 Myth or Money Move?
Share this with someone who thinks Airbnb = instant tax savings

When was the last time you reviewed your trust account reconciliations?If that question made you pause — keep reading.St...
06/18/2026

When was the last time you reviewed your trust account reconciliations?

If that question made you pause — keep reading.

State regulators are paying closer attention to property managers. Not just at tax time — year-round.

And the most common violations we're seeing aren't fraud. They're recordkeeping failures. Documentation gaps. Timing mismatches.

All fixable. All preventable. But only if you're proactive.

Compass CPA's property bookkeeping service gives property managers a compliance-first financial foundation — so you're never caught off guard.

Is your current setup audit-ready? Let's find out.

📩 Reach out and we'll take a look together.

Owning multiple properties doesn’t automatically mean better tax outcomes.In fact, without the right strategy, you could...
06/17/2026

Owning multiple properties doesn’t automatically mean better tax outcomes.

In fact, without the right strategy, you could be paying more than necessary.

We’ve just published a new blog that breaks down 7 practical ways multi-property investors can lower taxes without risky or aggressive write-offs.

From smarter depreciation planning to separating cash flow from tax decisions, these strategies are designed for long-term, compliant savings.

If you’re serious about scaling your portfolio, your tax strategy needs to scale with it.

📘 Read the full blog here: https://tinyurl.com/ywy2zth8

💡 Think solar tax credits sound too good to be true? That’s exactly what most people think until they understand the law...
06/15/2026

💡 Think solar tax credits sound too good to be true? That’s exactly what most people think until they understand the law.

Transferable solar tax credits aren’t a loophole. They’re a deliberate policy created by Congress under the Inflation Reduction Act.

Here’s what most people don’t realize:
✔️ They can be legally bought and sold
✔️ They offset real federal tax liability
✔️ They’re already being used by major corporations

This isn’t a workaround, it’s a financial strategy hiding in plain sight.

If you’ve heard about these credits but weren’t sure what’s real vs hype, this breakdown explains everything clearly 👇
👉 Read the full blog to understand how it works and why it’s legal: https://tinyurl.com/ysfsbc96

📅 When should your SaaS company check if you qualify for R&D tax credits?Not just at year-end — at every major milestone...
06/13/2026

📅 When should your SaaS company check if you qualify for R&D tax credits?

Not just at year-end — at every major milestone.

→ After a funding round (set up documentation before your dev spend scales)
→ At every product roadmap review (new features = eligible activities)
→ When engineering headcount grows (more wages = bigger potential credit)
→ When burn rate is climbing (credits fund growth without dilution)
→ Before a strategic exit (unclaimed credits are money on the table)

The IRS credits the work you've already done. The longer you wait to assess, the harder documentation becomes — and the more you leave behind.

We help SaaS companies identify eligible activities before the window closes.
🔗 Book a free review: compasscpa.net/claim-rd-tax-credits

🚨 Tax Scam Alert: Don’t Be Their Next Target!Think it won’t happen to you? Tax scammers count on that.Every tax season, ...
06/12/2026

🚨 Tax Scam Alert: Don’t Be Their Next Target!

Think it won’t happen to you? Tax scammers count on that.

Every tax season, fraudsters look for ways to steal your money and personal information. Here are some of the most common scams to watch for:

📩 Fake IRS emails & text messages (phishing/smishing)
❤️ Fake charities exploiting disasters
🧾 “Ghost” tax preparers filing fraudulent returns
💸 Fake refund schemes with inflated deductions
⚠️ Social Security threats demanding immediate payment
🕵️ Unemployment fraud using stolen identities

Remember: The IRS will NEVER contact you first via email, text, or social media to request financial details.

Protect yourself:
✅ Verify before clicking
✅ Never share sensitive info with unknown sources
✅ Report suspicious activity to the IRS

🔁 Share this with friends & family, awareness is your best defense.

Have you seen scams like these? Tell us in the comments 👇

💰 You might be overpaying on your commercial property taxes and not even know it.Most buildings are depreciated over 39 ...
06/10/2026

💰 You might be overpaying on your commercial property taxes and not even know it.

Most buildings are depreciated over 39 years… but many components inside qualify for much faster write-offs.

Here’s what could be reclassified:

✔️ 5–7 year property: lighting, flooring, cabinetry, specialty electrical
✔️ 15-year land improvements: parking lots, landscaping, signage
✔️ 15-year improvements: HVAC, roofing, interior upgrades

This applies to office, retail, industrial, and more whether you bought, built, or renovated.

👉 If your property is worth $1M+, a cost segregation study could unlock major first-year savings.

We’ve seen investors free up six figures in cash flow without buying anything new.

Want to see what your building might be hiding?

Struggling with startup runway but don’t want to raise another round?You’re not alone and you may not have to.🚀 We just ...
06/10/2026

Struggling with startup runway but don’t want to raise another round?

You’re not alone and you may not have to.

🚀 We just published a new blog:
How PE and VC Firms Use R&D Credits to Extend SaaS Runway

Here’s the key insight:
Many SaaS companies are sitting on *hidden cash* within their engineering spend.

Instead of:
❌ Cutting growth-driving teams
❌ Diluting equity with new funding

You could:
✅ Recover 6–10% of engineering costs
✅ Claim up to $500K annually in payroll tax offsets
✅ Extend runway without changing your cap table

The catch? Most startups underclaim these benefits.

👉 Read the full blog to learn how to unlock this opportunity: https://tinyurl.com/2epjvv4e

Most real estate owners think cost segregation is a one-time tax move.That’s where many leave serious tax savings behind...
06/08/2026

Most real estate owners think cost segregation is a one-time tax move.

That’s where many leave serious tax savings behind.

Bought a property years ago? Renovated units recently? Replaced flooring, cabinets, lighting, plumbing, or major systems?

You may have another depreciation opportunity.

Most investors know about acquisition cost segregation at purchase.

Far fewer realize a CapEx Cost Segregation Study can unlock additional deductions after renovations — and potentially allow partial asset write-offs on removed assets.

Translation?

More tax savings. Better cash flow. Smarter ownership strategy.

Our newest blog breaks down:

✔ Acquisition vs CapEx Cost Seg studies

✔ When each makes sense

✔ Partial asset disposition opportunities

✔ QIP considerations

✔ Retroactive opportunities many owners miss

If you own multifamily, commercial property, or value-add real estate, this is worth reading.

Read the full blog and see where hidden depreciation opportunities may exist: https://tinyurl.com/4eexzand

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