We read your last two years
Line by line, not a skim. Most of what was missed is already sitting in your prior returns.
Tax strategy for founders, real estate investors, and multi-entity operators. We look at your year before December, not after.
Every decision that could have changed that number was made months ago. Most accountants show up in March to report what already happened. That is filing. It is not planning.
So what does that look like in practice?
You send us your last two years. We read them line by line, and you get what we found in writing, before the year closes. If there is nothing there, you hear that too.
After that you are not on your own until next April. Tax law changes every year, and some of those changes land on you. When one does, you hear it from us before it costs you something. A question in July gets an answer in July, not a place in the queue for next season.
We charge for the plan. We do not charge you for asking.
None of this makes taxes interesting. It does mean you stop finding out in April what you could have done in September, and that when something goes wrong, you already know who is picking up the phone.
What we go looking for
How it works
You do not need to send us anything new to start.
Line by line, not a skim. Most of what was missed is already sitting in your prior returns.
Depreciation, entity structure, timing, elections nobody made.
Before the year closes, while it still changes something.
Who we work with
Depreciation schedules, cost segregation, 1031 exchanges, and how to pull cash out without triggering tax.
Entity structure, paying family members, reasonable compensation, multi-entity planning.
Withholding, phaseouts, multi-state exposure, and the raise that quietly costs you more than it pays.
Proof
Most CPA sites show certificates. This one shows the work.
Cash out without selling
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Plan the 1031 before you sell
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Mileage you can actually deduct
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Retirement income, after tax
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Not paying more than you owe
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The SALT cap moved to $40,400
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What changed
$40,400
is the 2026 cap on deducting state and local taxes. It was $10,000.
If you own property in New Jersey and earn well, that one change is worth a conversation before December. It phases out above an income threshold, and that detail decides whether you actually get it.
Internal Revenue Code §164(b)(7), as added by Pub. L. 119-21 §70120(b). Subject to income phase-outs; your figure depends on your return.
Reviews
4.9from 29 Google reviews
★★★★★
Claudiu is an astute and shrewd tax professional who gives every case all the attention to detail it requires by discussing potential scenarios… stays updated with the latest tax codes that has helped us steer through some of the tax complexities involved in structuring our business.
★★★★★
Claud is very knowledgeable and thoroughly explains all available options, laying out both pros and cons to help me build the best financial plan based on my personal need and goals.
★★★★★
Claud's diligence and organization were apparent from our first meeting. He took the time to thoroughly understand my financial situation and provided a customized solution that perfectly suited my tax needs.
★★★★★
Claud is very knowledgeable, professional, and committed to get everything done accurately and on time. I highly recommend Claud to anyone looking for a trustworthy, efficient and highly skilled CPA.
★★★★★
He helped me to understand better my finances and to grow my net wealth. He is kind, patient and very professional, he spent with me as much time as I needed to understand each detail.
★★★★★
The service is truly 5 stars! Claud is kind and responsive. He is very knowledgeable. From the very beginning, I felt like I was in good hands… It was the easiest and most painless process.
★★★★★
He expertly manages my taxes, ensuring maximum benefits and savings with a detailed, client-focused approach. His up-to-date knowledge and personalized advice give me complete financial peace of mind.
★★★★★
All questions were answered professionally and to where I understood what was going on during the process. I look forward to next year and having the same delightful experience of tax season.
★★★★★
The Clever Taxes Team are true professionals, very responsive and a valuable resource for your taxes, whether they are simple or complex.
You can call me Claud.
About me
I am a CPA, and I have spent my career on tax. Most of that time has gone into one thing: reading returns closely enough to find what was missed.
Tax law changes every year. Keeping up with it is not a hobby, it is the job. When something changes that affects you, you should hear it from me, not from a letter.
You might be filing one return, or running three entities. Either way you get the same thing: someone who read your file before the call, and who tells you what he actually thinks.
If that is what you have been missing, let's talk.
Book a call
Tell us what your situation looks like. We'll come back to you within one business day.
In the meantime, the strategies are all on Instagram.
Where we are
Monday to Sunday, 9:00 am to 9:00 pm · +1 (201) 648-5015