Tax Strategy Blog
Actionable strategies for real estate investors, business owners, and high earners — written by the Roadmap Tax team.
San Diego Small Business Tax Deductions Most Owners Miss in 2026
Discover 7 California-specific tax deductions San Diego small business owners overlook every year. From PTE tax workarounds to Section 179, save $10,000+ in 2026.
Your SEP IRA Worked at $150K. Here's Why It Costs You at $400K.
SEP vs Solo 401k for high earners: the SEP formula caps at $70K, while a solo 401k adds Roth, loans, and catch-up flexibility.
How to Choose a Tax Professional in San Diego: A Guide for High Earners
CPA vs Enrolled Agent: what matters when you earn $300K+ in San Diego. Learn the 5 questions to ask before hiring a year-round tax strategist.
How to Choose a Tax Professional in San Diego: For Business Owners & High Earners
San Diego business owners and high earners: Learn how to choose the right tax professional — CPA vs EA, what questions to ask, and why year-round strategy matters.
San Diego Tax Preparation: A Strategic Guide for High-Income Earners and Business Owners
How San Diego high earners should pick a tax preparer, and why a strategist beats a chain filer when you earn $300K or more.
Your Solo 401(k) Is Capped by Your Entity Choice. Here's the Math.
Your S corp, sole prop, or LLC determines your solo 401(k) ceiling. See the numbers at $400K profit and learn how to fix the mismatch. Book a free call.
San Diego Property Tax Guide: How Prop 13 & Prop 19 Affect Your Tax Bill in 2026
A homeowner's guide to San Diego property taxes. Learn how Prop 13 caps your bill, how Prop 19 changes inheritance rules, and what you can do to lower your taxes.
Cost Segregation for Commercial Real Estate in 2026: What California Property Owners Need to Know
California commercial property owners can accelerate depreciation by 20-40% with a cost segregation study. Here's when a study pays for itself in 2026.
Hiring Your Children: How Business Owners Cut Taxes and Start a Family Legacy
Hiring your children can lower your tax bill and fund their Roth IRA years early. Here's how the rules work and what to document.
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