Our Services
Our specialized team doesn't just prepare your taxes—we engineer your tax strategy. Through a detailed review of your real estate investments and financial goals, we identify every available deduction, credit, and strategy specific to your situation, ensuring you keep more money working in your portfolio instead of sending it to the IRS.
The Process
You schedule a 30 min consultation to discuss your needs and how we could be a good fit
We hold a strategy session where we analyze your financial situation and assess the best course of action for your business
You notify your approval to proceed with us and we immediately get to work!
DO NOT WAIT UNTIL YEAR-END FOR TAX PLANNING!!!
We care and want you to be at the top of your finances ALL YEAR ROUND. We will walk you through:
Rental Property Tax Optimization
Optimal legal entity structure
1031 Exchange & Deferral Strategies
Short-Term Rental Optimization
Cost Segregation & Depreciation
Exit Strategy Planning
Real Estate Professional Status
Advanced Investment strategies