Becoming a Client
To get started please visit our Become a Client webpage. If you fit the description of clients we work with, please fill out a webform and provide as many details about your tax and financial situation as possible.
Our team needs as much information about your situation as possible in order to identify if our services can meet your needs and help you achieve your goals.
We love it when people explain their investment situation, income streams, and what they are trying to accomplish.
You will be contacted within one business day to set up a call. If you still haven't heard from us, give us a gentle nudge by sending us an email: firstname.lastname@example.org.
After the initial call with our Business Developer, you will be asked to provide your prior year tax returns. Once you onboard with us, we'll request other documents pertaining to your financial position, such as a statement of net worth.
We take a holistic approach to tax strategy and planning which requires us to understand your entire tax and financial situation. To do this we must review your financial information which generally includes your tax returns, statement of net worth, as well other documents pertaining to your specific circumstances.
The Real Estate CPA allows you to securely upload your financial information using a state of the art interface.
We also adhere to the Code of Professional Conduct and Bylaws and other guidelines set forth by the AICPA and IRS when it comes to keeping our prospective, current, and past clients' information safe and secure.
And while this should go without saying, we never share any financial information with third-parties without your explicit written consent.
You'll be speaking with our Business Developer who will help identify the best solutions to meet your accounting and tax needs.
Our Business Developer has a deep background in identifying a prospect's needs and uncovering ways that we can add value.
Accounting and tax questions are not answered on the initial call with our Business Developer. The call is designed to identify your tax and accounting needs as well as ask clarifying questions to gain a better understanding as to how our firm can add significant value to you.
Proper tax strategy and planning involves many aspects of your tax and financial situation. As a result, we onboard intentionally and offer our services strategically to produce the best results possible for you. If you engage us for Tax Strategy, we will uncover every aspect of your tax and financial position and provide you with hard-hitting multi-year advice that you know you can rely on.
If our Tax Strategy is overkill for your current needs, we encourage you to access our Knowledgebase which includes explanations of all of our tax strategies. You can also check out our Virtual Workshops as they are a great place to ask high-level questions.
Our team will review your information, then craft and deliver a proposal to suit your specific accounting and tax needs.
Once you fill out a webform you will receive a communication from our team to schedule your initial call with our Business Developer.
After the initial call has been completed, and we review your information, you will receive a proposal for our recommended services.
The process from filling out a webform to proposal generally takes one to two weeks. We onboard intentionally and want to make sure that we can add value to you prior to moving forward with a proposal.
We service clients across all 50 states including US Territories.
We help investors who invest in the U.S. and live overseas. We also help investors who invest internationally and live in the U.S.
Due to the complexities of international tax law, we prefer to only advise on real estate aspects of your situation. Therefore, we may partner with other CPA firms to provide you with the holistic services you need.
Proactive tax strategy and planning includes determining which tax strategies will save you the most money in taxes, then creating a plan of actions you should take (and not take) throughout the year to implement those strategies.
Taking a proactive approach is important because your year-end tax return simply reports results achieved during the year, and once the tax year ends, there is little that can be done to reduce your taxes.
Instead, we need to influence those results through a proactive plan of actions to take throughout the year to create results that are favorable from a tax perspective.
Our Foundational Tax Strategy Engagement provides proactive tax strategy and planning to new clients, and helps answer high priority questions regarding your specific situation.
The engagement takes place over three 60 minute sessions with a Tax Strategist.
- The first session is a deep dive into your tax and overall financial situation. We also prioritize specific tax issues and questions related to your situation.
- During the second session, we discuss our answers and recommendations for your specific tax issues and questions.
- The third and final session will answer any remaining questions and provide proactive tax planning for the remainder of the tax year.
For larger clients, we will generally add one or two additional sessions to provide us enough time to go over everything.
Tax Strategy calls are reserved for clients who have previously completed our Foundational Tax Strategy Engagement or have been grandfathered in from our previous years' service offerings.
If you have used our services in the past, we will certainly prepare your annual tax returns.
If you have not used our services in the past, you will need to go through our Tax Strategy Foundation service or Accounting Advisory service to officially onboard as a client. We can then provide you with annual tax preparation services going forward.
Our tax return prices vary based on your individual fact and circumstances. We will send out tax preparation proposals in November and December and we require a 50% deposit up-front when signing the tax preparation proposal. You will have an opportunity to ask questions and understand how we priced your tax return.
We work on a first-come-first-serve basis. The sooner you sign the proposal, the more likely your returns will be filed before the 4/15 deadline.
Returning clients ("returning" being those we have previously prepared tax returns for) will receive a loyalty discount on their tax return price.
Yes, as part of our Full-Cycle Accounting Services.
Accounting Advisory is an intensive 30-day engagement offered to new clients seeking Full-Cycle Accounting or CFO services.
The goal of Accounting Advisory is to gain an understanding of your organization, real-estate investment strategies and goals. We then implement your business into our accounting system (QBO), set up automation, correct inefficiencies, organize and reconcile current-year accounts.
We also identify if your account requires retroactive bookkeeping for previous calendar year(s) and/or if complex or incorrect accounting practices result in the need for extensive clean-up work. Should this be discovered we will issue a separate proposal to fix these issues.
Full-Cycle Accounting is our outsourced bookkeeping service, which is offered to clients only after completing Accounting Advisory.
This service includes recording business transactions throughout the accounting period (i.e. month), adding any required adjusting entries, producing financial statements, and closing the books for that period.
Our CFO services are a step up from our Full-Cycle Accounting service. CFO services are meant to help you proactively plan your business growth for the future. Thinking about bringing on capital? We’ll help you analyze your capital structure. Want to expand into a new market? Our CFOs will help you understand the financial impact of those decisions. CFO services can only be rendered to clients who have up-to-date books and are using our accounting services.
CFO Services may include:
- Budget development and budget-to-actual analytics
- Financial analytics to determine business performance
- Financial risk management
- Cash flow planning
- Forecasting and projections
- Investor planning and communications
We are not licensed investment advisors and do not provide investment advice.
However, we can advise you on the tax consequences of various investments, help you find tax-efficient investments, and help you structure investments for maximum tax efficiency.
We can also refer you to a trusted investment advisor and/or work with your current investment advisor to help you manage tax consequences and reach your investment goals.