Tax Smart Investors™ Versus Tax Advisory: Which Service is Right for Me?

At The Real Estate CPA, we have a few distinct solutions that meet the needs of different types of real estate investors. If you’ve investigated our site, found us through our podcast or YouTube channel, or otherwise stumbled upon this as a resource, it may be helpful to understand which of our services will best meet your current needs.

Read on to learn the difference between Tax Smart Investors™ versus Tax Advisory from The Real Estate CPA, and decide which one fits the season of real estate investment you’re in.

What is Tax Smart Investors™?

Tax Smart Investors™ (TSI) is offered by The Real Estate CPA so you can get affordable, reliable tax advice from real estate tax experts.

Who is TSI Geared Toward?

If you are new to real estate investing, aren’t in active growth mode, or individualized accounting or tax services are not within your budget, TSI may be the right fit for you.

Here is a cheat sheet for “who” may be a good fit for TSI:

• I am just getting into real estate investment.
• I own a couple of investment properties.
• I don’t currently work with a CPA and want additional ideas for saving on my taxes.
• I work with a generalist CPA and need additional, real estate-specific strategies for saving on my taxes.
• I am self-motivated and willing to teach myself a lot of the core ideas I need to know to succeed in real estate investing.
• I have time to learn and study.

What is Tax Advisory from RECPA?

Our real estate tax advisory services give you year-round access to real estate tax professionals.

This is a key point of distinction: we are an elite team of specialized CPAs who work only with real estate investment clients. This gives us an incredible advantage, enabling us to direct you on the strategies that will optimize your tax planning and savings.

Who Tax Advisory is Geared Toward

The types of real estate investors who are right for our tax advisory services look like this:

• I own at least a couple of investment properties and am making money from those investments.
• I am ambitious about acquiring more properties and saving as much as I can on my taxes.
• I work with a generalist CPA and am ready to get more strategic advice from a real estate CPA.
• I need strategic direction for year-round tax planning.
• I would like to scale my business and need to make sure that I am making the best tax decisions along the way.
• I would like a long-term tax advisor who knows me, knows my business, and is available when I need advice.
• I have little to no extra time and am willing to pay to get reliable advice from an expert.

How to Buy Into Tax Advisory

Our tax advisory service is more than filing taxes, more than a couple of calls, and far more than what is offered by a generalist CPA. When you buy tax advisory services from us, you are investing in the future of your business, enlisting the help of a trusted advisor who has superior knowledge of real estate taxes.

Tax advisory is a well-planned process that follow these steps:

• INITIAL CONSULTATION — We’ll be the first to admit that we’re not the right fit for everyone. Before anyone commits, we start off with an initial consultation to determine if tax advisory is the right RECPA service for you.
• ONBOARDING AND DISCOVERY — Kick-off call and assignment of your own tax  advisor.

Note: This advisor will be your partner throughout the duration of your engagement, becoming fully acquainted with your situation and providing ongoing advice year-round

• THE PLANNING PHASE — A series of planning calls in which we will educate you on recommended strategies and how you can best take advantage of the Tax Code. We will also answer any questions and be sure you understand what to expect.

After initial analysis, you will receive a fully personalized plan for tax reduction strategies, as well as implementation protocol for how it will get done.

• ONGOING SUPPORT — Tax advisory with RECPA is not a one-and-done endeavor. Your accounting advisor sticks with you all year, is available for support, and will provide guidance as your real estate venture grows.

We offer three plans within Tax Advisory, starting at $4,497.

If you are ready to reduce tax liability, drop your effective tax rates, and save money on your taxes each year, tax advisory may be right for you. Learn more here.

Comparison Chart: TSI Versus Tax Advisory

Here is a breakdown of the difference between TSI and tax advisory services with The Real Estate CPA:

Get Help With Real Estate Taxes

Ultimately, our goal at RECPA is to provide something for everyone. Whether you are just starting out, and need a self-serve or low-cost option like TSI, or are actively scaling and looking for a specialized CPA, we can help. When you’re ready to make the investment, we’re a click or call away.