Tyler D Harris, CPA

Senior Tax Accountant

Gursey | Schneider LLP

Tax Manager

Tax Supervisor

SingerLewak LLP

Senior Accountant - Tax

Ovist & Howard, CPA's

I help small businesses and individuals optimize profits for additional tax savings.
I conduct audits in various industries including construction, HOA's, and non-profits.

Staff Accountant

FreedomCare Benefits

- Implemented Excel template to upload multiple accounting transactions into QuickBooks 
- Utilized Excel VBA to populate and print statements directly from Excel for 200+ customers 
- Special projects, monthly closings, bank reconciliations, IT system audits, AP/AR 
- Synchronized local server with Microsoft SharePoint to facilitate departmental communication 
- Utilized macros to organize data and upload thousands of entries from Excel into Quickbooks, reducing entry time from 16 hours to about 10 minutes.

Accounting Assistant

•      Explain to employees the benefits offered through their employer's self-insured plan
•      Assist employees with enrollment
•      Sell additional health products to help them meet their needs.
•      Field 80+ calls per day during open enrollment.

Benefit Customer Service Representative

American National

•	Explained, recommended, and sold insurance products based in identified needs
•	Increased agency sales, referrals, and client retention
•       Averaged 20+ sales per month

Multiple Line Agent

•       Software Manipulation
•       Client Relationship Management
•       Needs Based Selling
•       Learned Strategies for Closing Sales

Multiple Line Agent Intern

Senior Health Group

Assisted clients in choosing a medicare plan that best fit their needs. 
Made medicare easy to understand.
Used leads to find new clients and set up appointments.

Senior Agent

I help business owners save millions in taxes using advanced tax strategies.

I moved to Hawaii with my wife and three kids for better work/life balance.

Tyler D. Harris, CPA, CMA

Three tax planning strategies I learned in my first year on the job, and why they're not as powerful as people think:

1. Defer revenue - for cash-basis taxpayers, don't go to the bank for a few days, and don't check your mail. The idea is that if you don't collect the revenue, it's not taxable.

In theory this is fine. It gets you a one-year deferral, so it's really only a time-value of money play. Assuming you can get a 20% return on the tax savings, deferring the tax might be worth up to 10% of the revenue deferred.

Not bad if you do it every year and are growing. The marginal benefit is only the new profit that is deferred until the next year.

2. Accelerate expenses - for cash-basis taxpayers, spend all of your cash at the end of the year. If you still have profit, take out a loan and keep spending.

Honestly, this is basically the short-term rental strategy in real estate, except it's way easier. Be careful not to buy capital assets that aren't subject to bonus depreciation.

Again, this is just a one-year deferral, and if you're prudent, you'll only spend money on things that you actually need and will grow the business.

3. Buy assets - this is basically the same as the point above. Buy a new SUV over 6,000 pounds and write it off.

It's a big deduction, but ultimately it's just a deferral strategy as well. You'll have taxable depreciation recapture when you sell.

My takeaway?

I left that firm. I thought it was all baloney and not much of the work we did was a value-add. 

Real tax planning isn't tax deferral alone. I felt that there was a better way - a way to get permanent savings if you were smart.

I was right. 

Give me a follow. 

I'll share some of the strategies that lead to permanent savings tomorrow.

I help entrepreneurs worth $40M-$400M save $1M+ in tax.

"Defer taxes"

Here are 3 strategies to PERMANENTLY reduce your tax bill:

1. Even out your income.

The more tax brackets you can consistently fill out each year, the better. 

For example, a married couple making $2.25m over three years will save the most money if their income is $750k each year vs. $250k in one year and $1m in the others.

Using the 2025 brackets, evening out your income would save at least $34k in tax.

2. Optimize your QBI deduction.

The QBI (or Section 199A) deduction is based off of 20% of your business income. It's based on a few factors, including total wages paid by the business, total income, and the unadjusted basis of your assets (UBIA). 

If these ratios are off, your deduction is limited. For an operating company, the optimal ratio is 28.6% of wages to income.

For example, let's say you're a solo owner making $1 million in an S-corp before wages. You pay yourself a reasonable salary of $286k instead of $100k, you save yourself $20k in taxes.

3. PTET deduction 

If you're a business owner making $600k or more, this probably makes sense for you.

The Pass-Through Entity Tax allows a passthrough to pay taxes on behalf of it's owner and get a federal tax deduction. 

Example: $1 million in business income. 9.3% PTET paid to California results in a $93k deduction and a $34k federal tax savings.

TLDR. 

If you're a business owner making $1 million or more per year, you can easily save 60k+ of taxes per year using just these strategies alone!

These are just the beginning.
What are some tax strategies you love?

Put them in the comments 👇

Program Manager | Enablement Strategy and Operations

Global Location Strategy | Program Manager, Business Planning & Operations | Contingent Worker Lead

Facebook

Project Specialist, Business Planning & Operations

Location Strategy, Global Recruiting Organization | Facilities & Logistics Coordinator

COO Recruiting

GMS Recruiting

Bloomberg LP

• Working across all Bloomberg business units to provide the best candidate experience starting with the first communication
• Enhancing internal mobility throughout the company
• Streamlining processes throughout all News, Media, Financial and Corporate Functions Businesses

Talent Experience Specialist

• Recruit and hire full-time and contract employees through detailed attention to business requirements for Core Product, Bloomberg New Energy Finance, BETA and Bloomberg Government
• Ensure all internal requirements are met including completion of background checks, paperwork, and processing employee information into internal systems to also allow correct access and enrollment
• Full-cycle recruitment process for all contractors including interviewing, extending offers, storing electronic documentation, partner with agencies, onboard execute new hire orientation details
• Create and market job requisitions
• Manage offer process for mid-level hires
• Hired across New York, New Jersey, San Francisco and Latin American offices
• Collaborate with HR, Immigration, Relocation, and across internal teams to leverage expertise and stay informed of recruiting developments
• Uphold data integrity through reporting and metrics

Financial Products and Industry Verticals Recruiting

• Supporting the Financial Products business recruiting efforts throughout the US

Financial Products Recruiting

New Orleans JCC

•	Provided support for eleven senior level directors in varying departments.
•	Served as point of contact and liaison for all customers and guests.
•	Responded to all customer inquiries and resolved all program and service issues.
•	Maintained daily accounting and performed bi-daily reconciliations.
•	Provided phone, e-mail, live-chat and in-person communication to customers.
•	Upheld security checkpoint and greeted all members and guests.
•	Maintained stock and inventory of all retail and merchandise.
•	Composed daily schedules for all child care, sports and spa services.
•	Dealt with sensitive and confidential information.
•	Numerated fitness and group exercise statistics.
•	Designed and implemented new programs and organizational methods to improve efficiency and services.
•	Arranged programming for individuals in 100+ classes and services.
•	Spearheaded policy changes to prevent equipment losses, scheduling competition and lost revenue.
•	Trained new employees and oriented them to the facility and through all operational procedures.
•	Supervised and mentored ten direct employees.

Administrative Specialist and Point of Sale Manager

The University of Arizona, ThinkTank

•	Managed front office and back of house projects and customer solutions
•	Regulated capacity and service operations by coordinating tutor-student ratios
•	Calendarized daily appointments and documented all tutoring service planning
•	Organized external facing daily presentations
•	Oversaw Human Resources for all employees

Human Resources and Office Assistant

•	Provided weekly office hours to 1100+ students.
•	Assisted Professor with daily lectures and classroom efficiency and productivity.

Preceptor

•	Drafted weekly meeting minutes and distributed them promptly to all club members.
•	Coordinated speakers and seminars at weekly meetings.
•	Promoted the Sociology Club campus wide.

Secretary and Professional Coordinator

JoonBug Productions

•	Managed and created social networking tools for marketing of Joonbug Productions.
•	Produced and executed strategies of social marketing.
•	Contacted and interacted with clients and outside markets.
•	Developed and managed the New Jersey division.

Social Networking Management and Media Marketing Intern

Euroadventures

•	Created marketing strategies and publicized trips to students abroad by conducting presentations and tutorials
•	Served as guide to tourist groups and as digital photographer for pamphlets and website while on location

Business and Marketing Intern

Wearable Vegetables

•	Assisted customers with all sales, fittings, questions and concerns.
•	Responded to phone and e-mail inquiries.
•	Managed accounting and transactions.
•	Provided administrative and operational support to owner.
•	Organized all shipping throughout the country.
•	Generated new ideas, and researched trends and markets for new merchandise.
•	Designed and created new apparel.

Sales and Floor Manager

Isidore Newman School

•	Oversaw and coordinated daily activities, field trips and meals for children ages three through nine.
•	Designed new projects and stimulating activities.
•	Trained and instructed co-workers and new employees.

Managing Counselor

At Meta, my focus as a Program Manager in Enablement Strategy and Operations involves crafting, managing, and refining strategies that bolster our global people initiatives. My expertise lies in ensuring operational excellence, especially in the realm of global location strategy and contingent workforce scalability and planning. These competencies stem from my cumulative experience in business planning and operations, where internal relations and shrewd project management play pivotal roles.

Skilled in Administration, Management, Recruitment, Operations, Coordination, Communications, PeopleSoft, Microsoft & Google Suite.

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