Finally, CPAs that get it.
After working with over 800 clients, we are no strangers to working with dentists, medical professionals, and other high-income earners across the US.
Through saving our clients millions of dollars in taxes, we’re confident that proactive tax strategy and planning are the keys to minimizing taxes and building long-term wealth.
We also know that having the right accounting and finance team can mean the difference between flying blind and making informed financial decisions that grow your business.
This is why we chose to specialize in tax planning, tax preparation, outsourced accounting, and CFO services for real estate investors and business owners.
Ready to Become a Client?
After working with over 800 clients, we found we work best with and add the most value to real estate investors who have an existing portfolio and are ready to scale.
Our typical client spends $5,000 - $10,000+ on tax and accounting services per year.
Click here to learn more.
If you're ready to get the conversation started, complete this brief form and our team will get back to you to schedule an initial consultation or suggest alternative options.
If spending $5,000+/year on tax and accounting services isn't within your budget, but you still want more access to our team, check out our Tax Smart Courses and community.
Tax Smart Investor Courses & Community
As Tax Strategists and real estate investors ourselves, we understand the powerful tax benefits that real estate investing offers.
However, we realize that 1:1 tax planning can be expensive and not be in the budget for all investors - especially if you're just getting started.
Which is why we created Tax Smart Investors and made it our mission to equip all investors with affordable advice from real estate tax experts!
Check out our courses below to learn how to get started:
The Short-Term Rental Tax Course
If you invest or plan to invest in short-term rentals, this course will teach you everything you need to know to save 5-6 figures in taxes using the STR Loophole.
Click here to learn more and enroll today.
Use the code GENERATIONWEALTHMD to get $50 off!
Tax Strategy Foundation for Landlords
Tax Strategy Foundation is designed to arm you with everything you need to know to use the most lucrative real estate tax strategies in the tax code:
- Real Estate Professional Status (REPS)
- The Short-Term Rental Loophole
- Optimizing your tax position
- Exiting real estate & audit
- And more!
If you're serious about using real estate to reduce taxes, this is a course you don't want to miss.
Click here to learn more and enroll today.
Use the code GENERATIONWEALTHMD to get 50% off!
Tax Smart Insiders Community
A community of like-minded investors on a mission to build tax-advantaged wealth!
Insiders get access to:
- Four Monthly Live Q&As with our team of real estate tax experts to get answers to your most pressing tax related questions.
- A forum where you can ask questions and get answers from RE tax experts.
- The ability to schedule 1:1 paid calls with our team of experienced real estate Tax Advisors to gain further clarity on what you need to minimize your taxes.
- Access to our content archives of all prior articles, proprietary investor tools, like a bookkeeping spreadsheet and a 1031 exchange calculator.
- Discounts on future courses, bootcamps, and more!
We have a proven track record
Tax Liability Reduced by:
$62,000+
“Ross gained confidence and clarity that qualifying as a real estate professional was in reach and tranisitioned into a successful full-time investor and agent.”
“Rachael was a successful doctor and Ross was transitioning into full-time investor when they started working with us. Through our guidance, Ross gained confidence and clarity that qualifying as a real estate professional was in reach and transitioned into a successful full-time investor and agent. After acquiring and managing several rental properties they were about to generate over $315,000 in rental losses from their properties, take an IRA distribution of over $50,000 to fund acquisitions, and still reduce their tax liability by over $62,000 from the following year.”
Rachael & Ross - REPS
Tax Liability Reduced by:
$130,000+
“With our guidance he acquired two short-term rentals and he was able to reduce his federal tax liability…”
“Before engaging our firm for tax planning, Joe, a successful Dentist had federal tax liability of $174,000 and an effective tax rate of 24.4%. Through our advisory service we identified that Joe could significantly reduce his tax bills by strategically acquiring short-term rental properties. With our guidance he acquired two short-term rentals and was able to reduce his federal tax liability to only $43,000 and effective rate to only 5.56% the following year. Joe plans to continue using this strategy to minimize his tax liability each year.”
Joe - Short-Term Rental Investor
Tax Liability Reduced by:
$124,000+
“Larry acquired a luxury short-term rental property and was able to reduce his tax liability by over $124,000.”
“Larry, a successful sales representive earned several million dollars in the year he engaged our firm for tax planning. With our guidance, Larry acquired a luxury short-term rental property and was able to reduce his tax liability by over $124,000.”
Larry - Short-Term Rental Investor