I have some questions for you...
When was the last time your CPA did a deep dive into your taxes?
Are they really saving you as much money as they can?
Maybe you weren’t so thrilled with your tax results last year....
and you're thinking about switching to someone who can save you more.
That's where we come in.
I'm Ben Ofori, Director and Principal of Karpos & Associates.
....and I’m here to tell you that your CPA is probably missing out on very strategic tax credits and deductions, potentially leaving thousands of dollars on the table.
We're not here just to prepare your taxes. No, we use a
holistic appraoch to tax filing - we delve deep into your business and tax situation to find you every tax cut possible.
You can choose to work with us for a one-time, single tax filing or utilize our more regular tax advisory services (on a quarterly/monthly basis).
Either way, we're dedicated to finding you as many tax cuts as possible.
We work with IT and SaaS companies and cut their taxes as much as possible, by up to $20-30K.
This is money that you can invest right back into your business.
Just last year, I helped 10 clients save an average of $30K each in taxes by ensuring that they were in the most tax efficient legal entity. (With just that one change alone!) Strategic SaaS companies are making key tax decisions right now.
SaaS owners are considering whether to switch tax professionals.
Now's the time to go with a team of experts that takes a more holistic approach to finding you savings and will
discover every tax cut possible.
Again, we're not just here to prepare your taxes -
we take strategic steps to reduce them.
Here are some of our powerful tax-reduction strategies:
Retirement plan optimization
If you contribute to a SEP IRA or a 401(k), or some defined benefit plan, you can deduct the amount you contributed from your taxable income, lowering your tax bill for the year!
Some tech company owners make too much money and cannot legally contribute to a Roth IRA. Fortunately, the backdoor technique offers a legal workaround. You can convert an IRA or 401(k) over to a Roth IRA.
A backdoor Roth IRA gets around income limits while also ensuring tax-free withdrawals!
Legal entity optimization
We help restructure your business’s legal entity in order to save you money in taxes. We’ll help you determine if your company is better structured as an S-corp, C-corp, LLC, etc.
I’ve helped my clients switch legal entity types and save $30K on taxes - with that ONE change alone!
When it comes to the best legal entity structure for your company, it depends on many factors, including the state you’re located in, employee salaries and other factors.
Income shifting/hiring your children
Yes - this is true! You can actually hire your children and save money on taxes.
This is called income shifting, and it could be a very powerful strategy depending on your tax bracket.
You can hire your children at any age, as long as they’re doing age-appropriate tasks that are relevant to your business. For example, they could help by testing kid-friendly apps, giving feedback on gaming features or creating content for ed-tech platforms.
In 2024, for instance, if you’re in the 30% tax bracket, and you hire two of your children this year, you could save ~ $9K on your taxes!
I’m happy to show you how to make this work for your company.
R&D credits advisory
…a lot of SaaS companies are eligible for R&D tax credits!
If you've built new software, improved cybersecurity or created new apps, your company might be eligible.
Also, the money you've spent on these projects, like buying specialized software, hardware or training, could also qualify for a tax deduction.
The rules for this credit are pretty specific, so it's a good idea to work with a tax professional who can help you see if you’re eligible.
It's best to consult a tax professional so that you can implement these strategies accurately and as soon as possible!
You can choose to work with us for a one-time, single tax filing or utilize our more regular tax advisory services (on a quarterly/monthly basis).
Either way, we're dedicated to finding you as many tax cuts as possible.
Our Services
We offer full-range accounting services, including tax advisory and filing, as well as fractional CFO services.
Tax Advisory Services
We work with SaaS companies who want to receive as many tax deductions as possible.
You can
work with us for a single tax filing
(a one-time service) or more regularly
on a quarterly or montly basis.
We work within your budget so that you can get the best possible tax results AND put thousands of dollars back in your pocket.
Part-Time CFO Services
We help save businesses hundreds of thousands of dollars a year with our part-time CFO services; instead of hiring a full-time CFO, you can hire us instead.
If you're looking for your right-hand man, someone who’s with you every step of the way helping you make big financial decisions for your company - that's us.
Our services are for fast-growing SaaS companies who truly don't know if you’re spending too much too fast. You want someone to advise you on how to scale fast…without the wheels falling off.
You want someone
who understands your company inside and out
and wants it to succeed as much as you do.
We have a team of experts ready to partner with you to cut down on operational costs, increase profitability and scale very quickly.
Here’s what our clients have said!
“I've been using Karpos and Associates for the past couple years. It's been an amazing experience. Ben is wonderful at answering my questions. He has helped me structure my business as an s-corp, set up payroll and advised on business and tax strategy. I highly recommend Ben and Karpos and Assoc.”
Miriam M
"Karpos was immensely resourceful in helping me set up my company, revamp, and maintain our accounting and bookkeeping systems. The team at K&A has also worked with us to ensure that we are not missing out on any tax benefits…they will remain our go-to consultants on similar business matters for years to come."
Dr. Osei, M.D
You can choose to work with us for a one-time, single tax filing or utilize our more regular tax advisory services (on a quarterly/monthly basis).
Either way, we're dedicated to finding you as many tax cuts as possible.
Have some questions? We're happy to answer them!
How much money can you save me?
Schedule a call here!We do a deep dive into our clients' tax situation and can save them up to $27K or more. While other CPAs are solely focused on just preparing taxes, we take strategic steps to reduce them as much as possible.
You can sign up for a free 30-minute consultation to see how we can help!
Do you work in my state?
We work remotely and can help companies all over the United States!
Do you only offer tax advisory services?
No! We offer full-range accounting services, from bookkeeping to monthly tax advisory services.
We also offer part-time CFO services, which includes helping you cut down on operational costs, increasing profitability and helping you hit your KPIs.
We partner with you, learn the ins and outs of your business and help you scale quickly.
We understand SaaS businesses very well and look forward to working with you!
How much do your services cost?
We try to work within everyone's budget - we have something for everyone!
Depending on your budget, you can choose to work with us just for a single, one-time tax filing or for more regular tax advisory services - quarterly or monthly. We want to provide you the best services that are also affordable for you.
Our part-time CFO services range in price as well. It will definitely save you the cost of hiring a full-time CFO in house.