Question 1

Do I need to fire my current CPA?

Accepted Answer

Not necessarily. Many clients keep their existing CPA for tax preparation while we serve as their strategic advisor. We work as your tax quarterback, coordinating with your existing team. Some clients transition their full tax work to us after the Assessment — that's a conversation we have together based on your situation.

Question 2

Is this only for new investors or existing portfolios?

Accepted Answer

Both. We work with investors at every stage. Investors with an existing portfolio often have the most immediate opportunity since we can look back at missed strategies across prior years.

Question 3

How quickly can we identify savings?

Accepted Answer

During the Tax Savings Assessment, we identify opportunities within your first session. Most clients see a clear picture of potential savings within 72 hours of completing the pre-session document review.

Question 4

Do you handle bookkeeping and payroll?

Accepted Answer

We focus exclusively on tax strategy. For bookkeeping and payroll, we refer you to trusted specialists and coordinate with them as part of your overall financial team.

Question 5

Do you work with clients outside Maryland?

Accepted Answer

Yes. We work with real estate investors across the United States. All sessions are conducted virtually using secure document sharing and video conferencing.

Lobe CPA Solutions — Real Estate Tax Strategy