Profit Maximization

At Square Accounting, we know that building wealth isn’t just about crunching numbers—it’s about understanding which parts of your business or real estate portfolio are truly moving the needle. Think of us as your financial co-pilot, helping you see where the levers are, which ones to pull, and which ones to keep an eye on for long-term success.

Tax Structure & Entities

Choosing the right entity and structure isn’t just compliance—it’s a lever that impacts taxes for years to come. We design setups that reduce risk and maximize savings.

Depreciation & Deductions

Real estate and business owners often miss powerful deductions. From cost segregation to equipment write-offs, we make sure you’re capturing every tax benefit.

Portfolio Growth & Timing

When you buy, sell, or reinvest can make all the difference. We guide you in timing moves, using 1031 exchanges, and aligning growth with your long-term goals.

Levers of Profitability

Our role is to help you see the full picture—not just today’s numbers, but the moving parts that will shape your financial future. We’ll highlight the opportunities, explain them in plain language, and keep you focused on the levers that matter most to your goals.

Because profit isn’t just about dollars—it’s about clarity, confidence, and building a life where you’re in control of the outcomes. And we’ll be there with you to adjust those levers, year after year.

Revenue & Pricing

Small shifts in how you price or structure income can create big changes in profit. We help you see where revenue can grow without overextending your resources.

Operating Expenses

Every dollar saved on expenses is a dollar that flows straight to profit. We analyze your costs to spot waste, streamline spending, and protect your cash flow.

Financing & Debt

The way you finance your properties or business matters. We help you manage debt, interest, and refinancing strategies so more money stays in your pocket.

Schedule an Appointment

How Our Process Works

  • Schedule a Call

    On our first call, we will find out what you currently have going on in your life, and investments. Then we’ll discuss what your end goal is and the lifestyle you prefer to live. We’ll then discuss possible strategies that work right for you.

  • Information Gathering

    Once your confident to move forward, we begin gathering the details needed to estimate the amount of tax savings possible with your unique situation.

  • Implementation

    Once we have all required documents, we begin adding the required forms and necessary accounting adjustments on your books and records, in addition to your tax returns. We compare this to our original estimates throughout the year, if circumstances change.

A diverse group of six people in a business meeting room, with one woman standing and shaking hands with a man across the table, while others sit and interact with laptops, notebooks, and cups of coffee.

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Talk to our Tax Advisor

Running your operations is demanding—your taxes shouldn’t add to the stress. Whether you need strategic tax planning or ongoing support, we’re here to help.

Schedule An Appointment