We Help Medical Professionals Save Thousands in Taxes

Discover how we can help you save thousands in taxes and grow your business with tax and outsourced accounting services!

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Our Tax Services Help You Execute With Confidence

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Tax Planning

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Learn More About Tax Planning

Tax Planning

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Learn More About Tax Planning

Tax Planning

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Learn More About Tax Planning

Tax Planning

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Learn More About Tax Planning

 
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There's No Need to Pay More Tax Than Necessary

After working with over 800 clients, we are familiar with working with physicians, medical professionals, and other high-income earners across the US.

After saving our clients millions of dollars in taxes, we’re confident that investing in real estate and tax 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.

Investment Breakdown:

Typically, our clientele invests between $5,000 to $10,000 annually in tax and accounting services.

Getting Started

Eager to explore how we can enhance your real estate endeavors? Fill in the brief form below. Our team will promptly connect with you for an initial consultation or suggest alternative solutions. 

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What other real estate investors are saying:

“I have learned a lot of valuable information that will definitely help set me and my company up for success in the future. I am so excited to implement the strategies that I have learned over these sessions as they will save me thousands of dollars in taxes.” 

— Marvin Gaurino

“I really appreciate the way that you have made each of us feel as students when we ask questions. You are so welcoming of each and every question and I have really appreciated that since investors are attending your course with such varied experience, knowledge base and RE Tax training. You are willing to meet each one of us students right where we are at and that is soooo awesome!! Also, it has been very inspiring to see the way you LOVE to teach and explore the tax code. You truly enjoy what you do and that shows in a big way.” 

— Erika Shannon

 

A bank of real estate tax resources:

🎙️  The Podcast

💡 The Blog

📺  The YouTube Channel

🌐 Tax Smart Real Estate Investors FB Group

🏫 STR Tax Course

★★★★★

Hall CPA PLLC, real estate CPAs and advisors, helped me save $37,818 on taxes by recommending and assisting with a cost segregation study. With strategic multifamily rehab and the $2,500 de minimus safe harbor plus cost segregation, taxes on my real estate have been non-existent for a few years (and that includes offsetting large capital gains from the sale of property).

Mike Dymski - Business Owner

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