cfo-wizard

Home office deductions require documented square footage, business use percentage, and proper allocation of rent or mortgage interest. This skill automates the calculation, documentation protocol, and CPA-ready records to ensure IRS compliance and maximize deductible expenses without audit risk.

The Augusta Rule allows tax-free rental income when you rent a residence for 14 or fewer days annually at fair market rates. This skill provides the full documentation protocol—agenda, attendee records, rate justification, payment execution, and year-end CPA package—to satisfy IRS requirements.

Solo 401ks let self-employed founders contribute as both employer and employee, maximizing retirement savings. This skill automates contribution calculations, compliance documentation, and audit-ready records to ensure your plan meets IRS requirements and integrates with your overall tax strategy.

IRS notices and audit requests require precise documentation, timely responses, and defensible positions. This skill structures audit defense preparation, generates compliant notice responses, and builds the documented payment trails and arms-length calculations needed to protect your position.

R&D credits reward qualified research activities but require detailed documentation of expenses, methodology, and business purpose. This skill identifies eligible activities, calculates credit value, and produces audit-ready records to substantiate claims and avoid disallowance.

Corporate Bitcoin holdings require accounting treatment, valuation protocols, and strategic positioning aligned with business goals. This skill applies the MicroStrategy framework to guide treasury decisions, document cost basis, and prepare tax-efficient positioning for financial reporting and compliance.