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

  1. Choose a base service package below.
  2. On the next screen, select the additional services you are interested in.
  3. Submit the webform and an associate will be in touch to discuss your situation.

TAX COMPLIANCE

Tax Preparation Services:
Family Offices
Individuals
Partnerships
S & C-Corporations
Trusts
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:
Accounting/Bookkeeping
Investment Strategy Consulting
Systems Implementation
App Integration
Financial Reporting*
Investor Reporting*
Payroll Processing
Tax Compliance
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.