Setting the Standard for Tomorrow's CPA Firms

We're a forward thinking, technology centered, virtual CPA firm.

Our Core Values

Many companies have value statements that are vauge and ignored. Below are our values, the specific behaviors and skills we care about most. We love working with clients who share similar beliefs.

1. Go the extra mile
Whether it be lending an extra hand upon delivering a project or asking more questions to eliminate assumptions, our team works together to make sure your experience with us is amazing. 

2. Act with integrity
We always do what's right, even if that means telling a client that they can't enact a tax strategy or that we made a mistake. We deliver on our promises and have created an environment where our team can perform at their individual best. 

3. Results-focused, data-driven
Our firm puts results above all else. Drive results for clients, drive results for the Firm. Everything else is secondary. 

4. Radical candor: be real
We don't mince our words and we tell it to you how it is. We often hear from our clients "if only someone would have been honest with me sooner." Keeping it real allows us to cut through emotions and drive toward logical decision making. 

Niche Focus: 100% of Our Clients are In Real Estate

Traditional CPAs will take on clients across numerous industries and become “generalists.”

We only service real estate investors, syndicates, and real estate private equity funds.

The Real estate niche requires specialization to bring the most value to our clients. This specialization gives us a leg up on the competition.

Growth Through Education

We thrive on learning new things and sharing our learnings with our clients. We do this through our Podcast, the Blog, and the Tax and Legal Summit. 

We want our clients to understand their tax situation and the strategies we recommend. The more collaborative we can be, the better the results. 

Great Client Experience = Lasting Relationships

It's no secret that most CPAs stink at providing clients with a good experience. They can be the most technically gifted tax person in the world, but taking two weeks to answer an email will still leave a sour taste in anyone's mouth. 

We focus on providing our clients with a great experience by:

  • Using technology to stay on top of communications, tasks, and deadlines
  • Taking time to understand a client's current needs and future goals
  • Setting clear expectations on the process, deliverables, and deadlines
  • Answering client inquiries timely and providing proactive advice
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