We help our clients save thousands in taxes each year through proactive tax strategy and planning.
Most tax professionals focus on providing tax preparation services as the core product. We understand our clients’ tax liability is ultimately determined by the actions and results they achieve throughout the year, and not during the year-end tax preparation and filing process.
For this reason, we focus our core offerings around advisory services that provide our clients the proper guidance on which actions to take (and not to take) to minimize their tax liability and get real results, while still providing the option to have us also handle their annual preparation and filing.
Our Onboarding Process
- Choose a base service package below.
- On the next screen, select the additional services you are interested in.
- Submit the webform and an associate will be in touch to discuss your situation.
Tax Preparation Services:
S & C-Corporations
Quarterly Tax Estimates
IRS & State Tax Notice Services
IRS Audit Services
Best for: Real estate investors scaling a portfolio who have better things to do than prepare a tax return.
TAX STRATEGY CONSULTING
Customized Plans Focused On:
Reducing Tax Liabilities
Efficient Entity Structuring
Improving Accounting Systems
Automating Work Flows
Engagements Last 2 Weeks to 3 Months
Best for: Serious real estate investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of your business/portfolio.
OUTSOURCED CFO SERVICES
Custom plans generally include:
Investment Strategy Consulting
Tax Planning and Consulting
*We do not provide Audits, Reviews, or Compilation services
Best for: Syndicates and developers looking to integrate a CFO to offload financial operations, drive investment strategy, and manage investor relations.