2026 Business Tax Savings Checklist
Most businesses overpay by 15-20% due to missed deductions and poor entity structuring. Check the items below that you ARE NOT currently utilizing to see your potential savings.
01Entity & Structure
S-Corp Election Optimization
Are you paying too much self-employment tax on a standard LLC or Sole Prop?
Reasonable Compensation Review
Is your salary-to-distribution ratio optimized to protect from IRS audits?
Accountable Plan Implementation
Are you properly reimbursing yourself for home office, travel, and meals?
02Deductions & Expenses
Section 280A (Augusta Rule)
Are you renting your personal residence to your business for meetings tax-free?
Advanced Home Office Deduction
Going beyond the square footage simplified method.
Section 179 Vehicle Depreciation
Is your business vehicle over 6,000 lbs? You could write off the full cost.
03Tax Credits
R&D Tax Credits
Do you develop software, hardware, or new manufacturing processes?
Employee Retention Program Review
Final check for missed eligibility in government pandemic programs.
Green Energy / EV Credits
Commercial solar or electric vehicle incentives.
04Wealth & Benefits
Solo 401(k) / SEP-IRA Strategy
Maximizing contributions to reduce current-year taxable income.
HSA Contribution Maximization
The "Triple Tax Advantage" of health savings accounts.
Cost Segregation (Real Estate)
Accelerated depreciation on commercial property or short-term rentals.
Audit Summary
Secure & Confidential
This audit is for educational purposes. Your inputs are not stored unless you choose to download your results.
Why this audit matters for 2026
With new tax regulations entering the fold, standard "filing" is no longer enough. You need strategy. This checklist is based on actual implementations that have saved MRE clients tens of thousands in annual tax drag.
Average Savings Increase
Top Identified Credit
Time to Complete
IRS Compliant Strategy