Veritax Advisors

06/05/2026

Every cost segregation firm promises faster depreciation and bigger refunds, but does any of that hold up when the IRS comes knocking? The methodology matters far more than the marketing.

Our latest guide breaks down exactly how to evaluate a provider before you sign anything:

🔍 What "qualified" really means under IRS guidance

🔍 The 5 questions every property owner should ask

🔍 Red flags to walk away from

🔍 Why ‘percentage-of-savings’ fee structures are a warning sign

Share this ⤵️ with your CPA or anyone who owns investment property. It could save them from a costly mistake.

https://na2.hubs.ly/H05TV_k0

06/03/2026

Honestly? We get why people think this.

The R&D tax credit has a reputation for being complicated, and for many businesses that reputation alone is enough to deter them.

But here's the truth: with the right process in place, it's far simpler than most people assume.

The average R&D tax credit for a mid-sized business is $70K–$100K+. Every year.

The businesses that consistently capture this credit aren't doing anything extraordinary. They've simply built documentation habits around what they're already doing.

Book your free call here ⤵️. It takes 15 minutes and could be worth six figures.

https://na2.hubs.ly/H05TV_j0

06/01/2026

Calling all CPAs and tax advisors, let’s meet in Vegas! 🎉

Veritax Advisors will be exhibiting at AICPA’s (TAG) ENGAGE 2026, the largest annual accounting conference in the U.S.!

📅 June 8–11, 2026

📍 ARIA Resort & Casino, Las Vegas, NV

🏷️ Find us at Booth #1233

As a boutique firm, we take the time to actually talk through your clients' situations, no call centers or cookie-cutter studies. Stop by our booth and say hi! We'd love to connect, show you what we've been working on (ask about our cost seg. calculator) and talk about how we can help your firm and your clients.

Attending ENGAGE 26? Drop a comment below or send us a message, we'd love to find time to connect!

05/29/2026

👋Hey property owners & investors, this one's worth saving.

The biggest hold-up in a cost segregation study isn't the technical analysis, it's tracking down documents after the fact.

Here's a simple checklist to share with your clients or keep handy yourself:

Just Bought a Property? 🏢

☑️ Closing statement or purchase & sale agreement

☑️ Appraisal

☑️ Form 8824 if it was a 1031 exchange

Just Finished a Build? 🔨

☑️ Final AIA G-702 with Schedule of Values

☑️ As-built plans and site map

☑️ List of costs paid outside the GC contract

Already Depreciating a Property? 📊

☑️ Full property address

☑️ Depreciation schedule from your last return

☑️ Any appraisal you have on file


Tag a CPA, CFO, or investor friend who needs to see this! Or save this for your next acquisition.

05/27/2026

If you've owned a commercial property for more than a year and never done a cost segregation study, you may have already left a significant tax deduction on the table.

And here's the surprising part: it's not too late.

The IRS lets you go back and claim all of that missed depreciation (at once) in the current tax year.

No amended returns.

No messy filings.
Just money back in your pocket.

We put together a blog (linked below) that walks you through the what, how, and when of this process, and it includes a real-world example where a $2M property generated a $446K catch-up deduction in year 3.

If that kind of number makes you want to pick up the phone, we get it. 😆

Have questions or want to know if this applies to your property? Drop a comment or send us a message, we’re happy to help!

🔗 https://na2.hubs.ly/H05Jt6Z0

05/24/2026

🇺🇸 This Memorial Day, we take a moment to honor and remember the brave men and women who gave everything in service to our country.

To the families who carry that loss every day, thank you. Words can't fully capture the weight of that sacrifice.

Our office will be closed on Monday, May 26th. We hope you and your loved ones have a meaningful Memorial Day weekend.

05/15/2026

Can we talk about some of the reasons people avoid a cost segregation study?

Because we hear these constantly and honestly, it's disappointing.

"The paperwork isn't worth the headache."
"I missed my chance. I should have done this at closing."
"I just have a small rental; this probably doesn't apply to me."
"Is it even worth the cost?"

None of these is true. Not a single one.

We've helped property owners (who said every one of these things) walk away with tax savings they didn't think were possible.

Most people assume the window is closed. It usually isn't.

There is an ideal time to do a study, and then there is the real time to do a study. Do you know the difference?

05/13/2026

10 years and counting. 🙌

Honestly, this one means a lot to us!

When a long-time client like Ronnie takes a moment to share kind words publicly, it stops you in your tracks.

This is why we do what we do. Not just to deliver results, but to build relationships that actually last. In this business, trust is everything.

Thank you, Ronnie. Ten years in and we're just getting started. 😁

👇 Check out what he had to say.

The best Cost Segregation guy that I know is Dave Clark! I have been working with Veritax Advisors LLC for over 10 years and they are awesome to work with.

05/11/2026

Here's something a lot of business owners don't know: the government will actually reward you for innovating.

The R&D tax credit is a dollar-for-dollar reduction in your federal tax bill. It’s one of the most underused incentives out there.

This credit was built for companies developing or improving:

🔬 Products
⚙️ Processes
💻 Computer software
📐 Techniques, formulas, or inventions

Honestly, the number of businesses that leave this credit unclaimed because they don't think they're 'doing R&D' is staggering!

If your team is solving real technical problems, testing new approaches, or building something that didn’t exist before, that’s exactly the kind of work this credit was designed for.

And the part that genuinely surprises most business owners? Failed attempts count too. The credit rewards the process of experimentation, not just successful outcomes.

Not sure if your business qualifies? Comment below, you might be surprised. 👇

https://na2.hubs.ly/H05hM850

05/08/2026

The answer: all of the above.

A lot of people think cost segregation is only something you do when you first buy a property.

It’s not!

Renovations can be just as valuable. Any time you’re putting money back into a property, there are usually components of the project that may qualify for accelerated depreciation.

And, even if you’ve owned a property for a while and never had a study done, you didn’t miss your chance. You can still go back and potentially pick up meaningful tax savings.

The point is, this isn’t a one-time opportunity at closing. There are multiple chances to get it right.

Not sure if the timing is right for your property? Ask me, and I'm happy to give you a straight answer!