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A Message From Sam

Hear directly from our founder on how this simple, IRS-approved strategy is helping homeowners like you earn tax-free income from a property you already own.

You May Already Qualify and Not Even Know It

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​Up to 14 Days of Tax-Free Income Per Year
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​100% Legal and IRS Compliant
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Takes Less Than 2 Minutes to Find Out

Prefer to Watch Instead of Read?

Watch this short video to understand how the Augusta Rule works and how it can benefit you

Ready To Move Forward?

Choose how you'd like us to help you implement the Augusta Rule.

​How the Augusta Rule Works
  • Your primary residence (or apartment you rent) may be rented for 14 days or fewer per year

  • Rental income received for those days is not taxable

  • The rent must be reasonable (fair market value)

  • The rental must serve a legitimate business purpose (e.g., planning meetings, board meetings, off-sites)

  • ​Proper documentation and payment are required

If the home is rented for 15 or more days in ayear, the entire tax-free benefit is lost.

Common Misunderstandings
  • It is not 14 days per business — it’s 14 days per property

  • You cannot “estimate” rent without support

  • Personal or informal meetings do not qualify

This is why professional preparation matters.

What the IRS Looks for in an Audit
  • If reviewed, the IRS typically asks for:

  • A fair market rent analysis (comparable properties)

  • Meeting agendas and business purpose

  • Invoices and proof of payment

  • Attendance records or notes

  • Confirmation that the 14-day limit was not exceeded

Missing documentation can cause the IRS to reclassify the income as taxable and disallow deductions.

Stop Leaving Tax-Free Money on the Table

Every year you wait is another year of rental income you could have earned completely tax-free. This strategy is legal, IRS approved, and available to you right now. All it takes is the right documentation and the right team.

Protect your family's financial legacy — one smart decision at a time.

What We Do and Why It Matters

CFO & More helps homeowners and business owners legally reduce their tax burden using strategies that arewritten directly into the tax code. The Augusta Rule is one of the most powerful and most overlooked toolsavailable. We handle everything eligibility review, fair market rent analysis, documentation,and audit protection soyou can earn more and stress less.

This Is Not For Everyone

To be transparent, this is not for everyone. If you are primarily looking for bookkeeping support or occasional tax prep conversations, you do not need a fractional CFO. This is for businesses that want executive-level financial leadership and are actively growing.

If the business doesn't have operational complexity, payroll, or growth plans, a CFO likely isn't necessary.

If you're looking for a quick fix for one issue, this isn't that. This is ongoing financial leadership.

If you're primarily looking for bookkeeping support or occasional tax prep conversations, you don't need a fractional CFO.

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Is the Augusta Rule Right for You?

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This is for you if:

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You own or rent a residence

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A business (yours or your employer’s) has a legitimate need to rent the space

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You want to reduce taxes without creating audit risk

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We’ll tell you yes or no — and explain why.

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This is NOT Ideal for :

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Businesses under $1M in revenue

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Owners looking only for compliance services

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Companies unwilling to implement strategic recommendations

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Businesses without growth, financing, or operational complexity

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Ready to Have a Real Planning Conversation?

A brief conversation to understand your situation and determine fit. No obligation.

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702-200-1CFO

Mon-Fri, 9am-5pm PST

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