Tax Optimization Referral Network
The right tax specialist. Matched to your business.
TaxOptix is your smart, tech-powered gateway to substantial tax savings. We connect small business owners with pre-vetted CPAs and tax firms that specialize in advanced reduction strategies — cost segregation, R&D credits, QBI optimization, accelerated depreciation, and retirement plan integration.
Network specialties
Deep expertise in advanced tax reduction.
TaxOptix doesn't prepare returns in-house. We match you with independent specialists whose entire practice is built around these strategies — the kind most generalist CPAs never touch.
Cost segregation studies
Engineering-based reports that reclassify components of your building into 5-, 7-, and 15-year property for accelerated depreciation.
R&D tax credits
Federal and state R&D credit studies for contractors, manufacturers, software teams, and other innovators — often overlooked.
Qualified plan tax optimization
Defined benefit, cash balance, and Solo 401(k) plans structured to shelter income and multiply owner retirement savings.
QBI optimization
Strategies to maximize the 20% Qualified Business Income deduction for pass-through entities within IRS thresholds.
How it works
Discovery. Match. Handoff.
We focus on discovery, education, and matchmaking — so you're paired with a specialist who actually delivers, not the first CPA that answers the phone.
- 01
Tell us about your business
Share your entity type, industry, property portfolio, and goals. No lengthy intake — a short questionnaire is enough to get started.
- 02
Receive a cost estimate for the study
Your matched specialist reviews your situation and provides a clear, upfront cost estimate to complete the study — no surprises.
- 03
Sign agreement and proceed with the study
Once you approve the estimate, sign the engagement agreement and the specialist gets to work delivering your IRS-compliant study.
Cost segregation calculator
See how much a cost seg study could save you.
A cost segregation study reclassifies parts of your building into shorter-life assets so you can depreciate them faster — and pay less tax in the years you need cash most.
Your property
Estimated Year 1 tax savings
$185,000
Assumes 100% bonus depreciation on accelerated assets.
- Depreciable basis
- $2,000,000
- Reclassified to 5–15 yr (25%)
- $500,000
- Year 1 accelerated deduction
- $500,000
- Lifetime tax benefit
- $185,000
Illustrative only. Actual reclassification percentages, bonus depreciation eligibility, and tax outcomes depend on a full engineering-based study and your specific facts.
How the numbers are calculated
- Depreciable basis = purchase price × (1 − land %). Land isn't depreciable, so we back it out first.
- Reclassification % is a typical range for each property type based on industry cost seg studies — 20% multifamily, 25% office/retail, 30% industrial, 35% hospitality.
- Year 1 deduction = reclassified basis × 100% bonus depreciation, applied to qualifying 5-, 7-, and 15-year property.
- Tax savings = deduction × your marginal federal tax rate. State savings are additive and not included.
- Lifetime benefit reflects the full tax value of reclassified assets over their depreciation life, ignoring time value of money.
Important disclaimers
- This tool is for illustrative purposes only and does not constitute tax, legal, or accounting advice.
- Actual results require an engineering-based cost segregation study conducted by qualified professionals and depend on your specific facts, property, and placed-in-service date.
- Bonus depreciation rates change with federal law. 100% is used here as a simplifying assumption; the rate that applies to your property may differ.
- Accelerated depreciation may be subject to recapture on sale, and may interact with passive activity, at-risk, and QBI rules.
- Figures shown are estimates. TaxOptix makes no guarantee of any specific tax outcome. Always consult a licensed CPA before acting.
Who we serve
Built for asset-heavy small businesses.
Our specialist network is deepest in industries where advanced tax strategies produce real, measurable savings.
Commercial real estate
Owners of office, retail, and multifamily properties looking to accelerate depreciation and improve after-tax cash flow.
Contractors & construction
General contractors and specialty trades with equipment, vehicles, and R&D-eligible process improvements.
Medical & dental practices
Practice owners with build-outs, equipment purchases, and high marginal rates who benefit from cost seg and retirement plan design.
Manufacturing
Manufacturers with production facilities, tooling, and product/process R&D that qualifies for federal and state credits.
Hospitality & restaurants
Hotels, restaurants, and franchisees with FF&E-heavy build-outs where reclassification percentages tend to be highest.
Other asset-heavy small businesses
If your business owns real estate, expensive equipment, or invests in innovation, there's likely tax being left on the table.
Tech-enabled matching
Faster, better-fit referrals than a Google search or generic directory.
Real tax reduction
Focused on strategies that put meaningful cash back into your business.
Vetted specialists
Every firm in our network is credentialed and reviewed before we refer you.
“TaxOptix matched us with a cost seg firm that found $312K in first-year deductions on our warehouse. The intro took a week — I'd been putting off finding the right specialist for years.”
Daniel Kang
Owner, Meridian Logistics
- Does TaxOptix prepare my taxes?
- No. We're a referral network. We don't prepare returns in-house — we match you with independent, pre-vetted CPAs and tax firms that specialize in advanced reduction strategies.
- How are specialists in the network vetted?
- Every firm is credentialed, reviewed for relevant experience (cost seg engineering, R&D methodology, retirement plan design), and evaluated on client outcomes before we make a referral.
- What does it cost to use TaxOptix?
- Getting matched is free for business owners. The specialist you engage will quote their own fee, typically a fixed price for the study or an engagement scoped to the work.
- Do you serve businesses in every state?
- Yes. Our network includes specialists licensed nationwide, and cost seg / R&D studies are engineered federally — with state-specific adjustments where they apply.
- How long does a match take?
- Most owners are introduced to a matched firm within a few business days of completing the intake questionnaire.
Lower your taxes. Reduce risk. Accelerate growth.
Let TaxOptix connect you with the right tax professionals who deliver results. Getting matched is free — a few minutes of intake and we'll take it from there.
- hello@taxoptix.com
- Remote-first · Offices in Boston & Denver