Compass CPA, PC

Directions Website

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.

A big tax deduction can be tempting.But before using leverage to invest for tax savings, look beyond the tax benefit.Con...
10/21/2026

A big tax deduction can be tempting.

But before using leverage to invest for tax savings, look beyond the tax benefit.

Consider:

💰 Cash flow

🏦 Financing terms

📊 Investment quality

🚪 Exit strategy

⚠️ Risk

The goal isn't simply to save taxes.

It's to make sure the investment works financially with or without the tax benefit.

Swipe through for the five factors to evaluate before investing. 👉

Read the full article in the comments.

What if you could preserve more of your capital while investing in income-producing assets?That's one reason investors u...
10/19/2026

What if you could preserve more of your capital while investing in income-producing assets?

That's one reason investors use leverage.

But here's the important part:

Borrowing money doesn't create tax savings by itself.

The underlying investment may generate benefits such as depreciation, tax credits, deductible interest, and recurring cash flow.

Our latest blog explores:

✔️ How leverage expands purchasing power

✔️ Potential tax benefits of underlying investments

✔️ Why cash flow matters

✔️ How to evaluate financing and investment risk

✔️ Examples of leveraged income-producing investments

👉 Read the full blog: https://tinyurl.com/386nm2xp

What if your pre-sale tax plan looked beyond the transaction itself?Certain investments may offer potential tax benefits...
10/14/2026

What if your pre-sale tax plan looked beyond the transaction itself?

Certain investments may offer potential tax benefits and long-term financial value.

From accelerated depreciation and investment tax credits to recurring cash flow and appreciation, there are several strategies business owners may consider before a sale closes.

Swipe through for a quick breakdown. 👉

And remember: tax benefits are only one part of a sound investment decision.

Read the full article in the comments.

Selling your business is a major financial milestone.But your sale price isn't the same as your final payout.💰 Sale stru...
10/12/2026

Selling your business is a major financial milestone.

But your sale price isn't the same as your final payout.

💰 Sale structure

📊 Cost basis

🏢 Entity type

📅 Payment timing

📍 State taxes

All of these can affect how much you ultimately keep.

The biggest mistake?

Waiting until you've already accepted an offer to start thinking about taxes.

Our latest guide breaks down how early tax planning can help you avoid costly surprises and make more informed decisions before the deal closes.

👉 Read the full blog: https://tinyurl.com/twyk7vrr

Think you qualify for the 100-hour test?Before you assume the answer is yes, ask yourself these five questions.This quic...
10/07/2026

Think you qualify for the 100-hour test?

Before you assume the answer is yes, ask yourself these five questions.

This quick guide covers:
✅ Your total hours
✅ Whether anyone worked more than you
✅ Your documentation
✅ Qualifying activities
✅ The difference between the 100-hour test and REPS

Swipe through to check your understanding. 👉

Read the full article in the comments.

❓ Confused about the IRS 100-hour rule?You're not alone.From property managers and contractors to documentation and qual...
10/05/2026

❓ Confused about the IRS 100-hour rule?

You're not alone.

From property managers and contractors to documentation and qualifying activities, there are plenty of questions surrounding the material participation test.

Our latest FAQ answers the most common ones in one place.

👉 Read the full FAQ: https://tinyurl.com/bdds5kwf

No two short-term rentals are managed the same way.Some owners do everything themselves. Others work with cleaners, cont...
09/30/2026

No two short-term rentals are managed the same way.

Some owners do everything themselves. Others work with cleaners, contractors, or property managers. Each setup can affect how material participation is evaluated under the 100-hour test.

Swipe through six real-world examples to see where your rental may fit. 👉

Read the full article in the comments.

🏡 Think working 100 hours on your short-term rental is enough to meet the IRS test?Not always.The 100-hour test isn't ju...
09/28/2026

🏡 Think working 100 hours on your short-term rental is enough to meet the IRS test?

Not always.

The 100-hour test isn't just about your hours—it's also about how your participation compares to everyone else involved in operating the property.

Our latest blog walks through six real-world STR scenarios, including:

✔️ Self-managing your Airbnb

✔️ Working with multiple contractors

✔️ Hiring a property manager

✔️ Seasonal rentals

✔️ A situation where the owner doesn't qualify

Seeing real examples can make these IRS rules much easier to understand.

👉 Read the full blog: https://tinyurl.com/3j4z857h

Would the IRS count the hours you're logging for your short-term rental?Some day-to-day tasks generally count toward mat...
09/23/2026

Would the IRS count the hours you're logging for your short-term rental?

Some day-to-day tasks generally count toward material participation. Others—even if they're related to real estate—typically don't.

This carousel walks through common activities so you can better understand what may support your tax position.

Swipe through and test your knowledge. 👉

Read the full article in the comments.

🏡 Two Airbnb owners each spend 150 hours on their properties.One qualifies for material participation.The other doesn't....
09/21/2026

🏡 Two Airbnb owners each spend 150 hours on their properties.

One qualifies for material participation.

The other doesn't.

What made the difference?

It wasn't the number of hours.

It was how those hours were spent.

The IRS distinguishes between qualifying operational work and activities that generally don't count.

Understanding that difference can have a significant impact on your tax position.

Our latest blog explains:

✔️ Which STR activities generally qualify

✔️ Which ones don't

✔️ Common mistakes owners make

✔️ Tips for keeping stronger records throughout the year

👉 Read the full guide: https://tinyurl.com/3f5yf7r7

Address

1501 NW Milwaukee Avenue
Bend, OR
97703

Alerts

Be the first to know and let us send you an email when Compass CPA, PC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share