The AI-Powered Tax Strategists for Serious Wealth Builders
We don't just prepare tax returns. We architect wealth preservation strategies for investors and business owners who refuse to overpay the IRS by 5 to 6 figures+ annually.
Recently identified $200,000 in tax savings opportunities for a high-net-worth client in a single strategic engagement. Our proprietary AI-powered tax intelligence combined with advanced real estate tax strategies turns your portfolio into a tax-optimized wealth machine.
We accept a limited number of Strategic Tax Partnership clients annually to ensure exceptional service.
We are CPAs and Certified Real Estate Tax Strategists determined
to help put money back in your pocket!
Did you know real estate is one of the most tax-advantaged investments you can make? We do. Our passion is to unlock those advantages for you, turning complex tax regulations into a clear strategy that saves you money. By proactively planning, we help you keep more of your hard-earned cash so you can invest in your future.
You're Leaving Tens of Thousands on the Table If...
Your annual tax bill exceeds $75K and your current CPA's only advice is "pay quarterly estimates on time"
You're selling a property worth $1M+ and facing a massive capital gains hit with no sophisticated exit strategy in place
You own multiple rental properties but your "losses" aren't offsetting your W-2 or business income because no one optimized your Real Estate Professional Status
You're about to acquire a $500K+ property and don't have a cost segregation or partial disposition strategy ready to deploy
Your accountant files your returns in April instead of architecting proactive strategies in January that save you 30-40% on taxes
You've never had a tax strategist analyze your entire financial picture - entity structure, asset holdings, income sources, and investment timeline - to create a multi-year optimization roadmap
You're tired of reactive tax preparation when what you really need is a strategic partner who thinks about your wealth 365 days a year, not just during tax season
Why High-Net-Worth Investors Choose Lobe CPA Solutions
Specialized Expertise
We're Certified Real Estate Tax Strategists, not generalists. We speak fluent 1031 exchanges, cost segregation, REPS qualification, bonus depreciation, and sophisticated entity structuring. Your portfolio deserves a specialist.
AI-Powered Precision
Our proprietary Material Participation Analyzer Suite™ and AI-driven tax modeling tools identify opportunities that manual review misses. We're not just CPAs—we're technology-enabled tax architects.
Proactive Partnership
Forget April tax prep panic. Our Strategic Tax Partnerships include quarterly strategy sessions, year-round planning, deal analysis before you close, and unlimited access to your dedicated tax strategist.