| CALL US NOW!
Read Our Latest Blogs
9 Legal Requirements
I know if you’re reading this, you have some level of desire to break out of that cycle so here are 9 legal requirements for starting a small business. You can start tackling this right now to prepare... ...more
Money
August 17, 2023•9 min read
Roth IRA versus Traditional IRA: Which Is Better for You?
Roth IRAs tend to get a lot of hype, and for good reason: because you pay the taxes up front, your eventual withdrawals (assuming you meet the age and holding-period requirements—more on these below) ... ...more
Money ,Savings
August 05, 2023•4 min read
Health Savings Account
Today I’m going to be talking about health savings accounts. These are by far one of my favorite types of tax savings tools and if you’re eligible for which we’ll go over in a moment, how to become el... ...more
Tax ,Money &Savings
August 05, 2023•3 min read
How to use Passive Income Generators (PIGs) to offset Passive Losses
Taxpayers with high ordinary incomes are highly taxed. If you’re a high-net-worth earner, you’ve likely diverted some of your income into investments. The most common investment type for those in this... ...more
Tax ,Real Estate
August 05, 2023•6 min read
Real Estate Professional Status: A Tax Shelter for YOU
As a business owner, obtaining real estate professional status (REP) is an invaluable strategy that can provide you with tax benefits now and in the future. With this designation, you can offset a por... ...more
Tax ,Real Estate
August 05, 2023•8 min read
Why real estate can help lower your tax bill
Too many people rely purely on W-2 income, and the harder you work and the more clients you take on, the higher your taxes end up being. For busy professionals, real estate investing can be a low-main... ...more
Tax ,Real Estate
August 05, 2023•6 min read
Hear What Our Clients Say
Customer Excellence is Our Daily Driver & Constant Measure of Success
Natalie Michaels
Figured Out and Kasey are true lifesavers! When I started my photography business, I felt overwhelmed with all the business setup, accounting, and tax questions. Thankfully, Kasey is there every step of the way, providing invaluable support and expertise. As I grow, Kasey continues to amaze me. She meticulously reviews my KPIs and helps me increase my cash flow and bottom line.
Emilee & Tyler Sharp
Kasey has been a game-changer for me, thanks to Kasey's expertise in business and taxes. The stress of quarterly payments used to weigh me down, but Kasey takes that worry off my plate. Her mind-blowing skills in handling taxes and optimizing my situation have truly impressed me. Figured Out is the place to go for all your accounting needs—I highly recommend them.
Kim Wexler
Her expertise in finding customized solutions to maximize deductions and ensure compliance is truly impressive. What sets her apart is her exceptional ability to break down complex tax concepts in a way that's easy to understand. Working with Kasey is a breeze—she's responsive, reliable, and always goes above and beyond to address any questions or concerns.
Jackson Owens
I can't express enough gratitude to Kasey for helping me sort out my taxes across multiple businesses as I transition into semi-retirement. Her optimization of my tax situation and her invaluable expertise have been a tremendous help. The stress-free process, thanks to her clear explanations of complex concepts, has been a relief. For professional and reliable tax assistance, I highly recommend Figured Out.
