CFO Associates

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CFO Associates We’re CPAs and Advisors providing our clients with accounting, tax, and technology services to optimize their businesses and personal finances.

10/15/2026

Extra work without the paperwork can cost you dollar for dollar 📉

When a change order isn’t documented and billed, the materials are still purchased, the labor is still paid, and the work still gets done, but your margin takes the hit.

The fix? Track every change order from the moment it’s requested through the moment it’s billed. Systemize this process to ensure accurate WIP reporting.

Three crypto tax myths that could be costing holders money👇Which one surprised you most?Save this for year-end 📌 ...
10/14/2026

Three crypto tax myths that could be costing holders money👇

Which one surprised you most?

Save this for year-end 📌

10/13/2026

Staking rewards come with a tax bill and poor recordkeeping could make that bill even bigger 👀

The value of each reward when you gain control of it becomes your cost basis. Without accurate timestamps and pricing, you could end up reporting more gain than you actually earned when you eventually sell.

Track every reward, and every price to protect your basis.

Cost segregation creates the deduction. It doesn’t guarantee you can use it.A study that reclassifies 25% to 30% of your...
10/07/2026

Cost segregation creates the deduction. It doesn’t guarantee you can use it.

A study that reclassifies 25% to 30% of your basis into short-life property looks great on paper. But without REPS status, the STR exception, or enough passive income to offset it, that loss gets suspended instead of hitting your return this year.

This is the part most cost seg vendors skip. They sell the study. They don’t check whether you can actually use what it creates.

Before you run a study, confirm which path applies to you: REPS hours logged contemporaneously, the STR average stay and material participation tests, or a grouping election that ties your properties together the right way.

The study creates the deduction. The structure is what lets you keep it.

Save this before your next acquisition.

Who we are. What we do. Why we do it👏At CFO Associates, we’re more than accountants—we’re strategic partners committed t...
10/06/2026

Who we are. What we do. Why we do it👏

At CFO Associates, we’re more than accountants—we’re strategic partners committed to helping business owners make smarter financial decisions, plan ahead, and build for what’s next.

Swipe through to get to know the team behind the numbers and the purpose behind everything we do.

At CFO Associates, we go beyond the numbers to help business owners see the bigger picture.
10/03/2026

At CFO Associates, we go beyond the numbers to help business owners see the bigger picture.

Proactive tax planning changes what tax season feels like.Most crypto holders find out what they owe after the year is a...
09/30/2026

Proactive tax planning changes what tax season feels like.

Most crypto holders find out what they owe after the year is already over. By then, the decisions that could have lowered the bill are gone.

Planning ahead means harvesting losses before the deadline, catching basis issues before the IRS does, and making moves while there's still time to make them.

Save this for when you're ready to get ahead of it.

Great work starts with a great team 👏At CFO Associates, our culture is built on collaboration, growth, and a shared comm...
09/29/2026

Great work starts with a great team 👏

At CFO Associates, our culture is built on collaboration, growth, and a shared commitment to helping our clients succeed. Because when you have the right people working together, the results speak for themselves.

One classification decision could be worth thousands💰A repair restores your property. A capital improvement betters it o...
09/28/2026

One classification decision could be worth thousands💰

A repair restores your property. A capital improvement betters it or extends its useful life, and the tax treatment can look very different.

Take a $40,000 roof job. Whether it’s classified as a repair or CapEx can significantly change the deduction you see this year.

The key? That conversation should happen when the work is done, not months later at tax time.

If your property invoices are getting coded the same way every time without asking this question, it’s worth a second look.

09/17/2026

A big tax deduction only matters if you can actually use it.

Cost segregation can create significant accelerated depreciation, but passive activity rules may leave those losses suspended instead of reducing your taxable income today.

That’s why the real question comes before the cost seg study: What income will this deduction actually offset?

Model first. Then make the move.

Address

1713 S Lois Avenue Suite 200
Tampa, FL
33629

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 10am - 2pm

Telephone

(813) 467-9992

Website

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