Are you ready to gain clarity, reduce your tax bills, and grow massive wealth?

Tax Strategy Foundation combines strategic planning and implementation support for real estate investors and business owners.

Did you know that taxes are often your largest expense?

Sadly for most taxpayers, this is true. Taxes can often represent 30-50%+ of your annual income.
 
What’s worse is many real estate investors never receive adequate tax advice or planning from their CPAs on how to reduce their tax bills.
 
In fact, most real estate investors are leaving thousands of tax dollars on the table. We review 1,000s of real estate investor tax returns each year as part of our sales process and over 80% of them have errors or missed opportunities.
 
Unbelievable, we know.
 
But here’s why...
 
If you’re like many taxpayers, you meet with your CPA once per year to file your tax returns. The problem with this is your tax return is just a report card of the previous year’s activities and the tax moves you made (or didn't make).
 
And while there are few things that we can correct retroactively, it's the
actions you take and strategies you implement throughout the year, and sometimes years in advance, that will impact the results of your tax return.
 
And that's where our Tax Strategy Foundation service comes in.

What is Tax Strategy Foundation?

Tax Strategy Foundation is our premier service for real estate investors. It provides you with a roadmap of the tax strategies available to you and the actions you need to take to minimize your taxes based on your current situation and goals for the future.

You'll work closely with one of our Tax Strategists over a 45-60 day window to identify opportunities and develop a tax plan to minimize your tax bills based on your current situation and goals for the future.

We start by collecting information and you'll hold a Kick-Off Call to meet your Strategist. Your Strategist will then schedule two additional Planning calls with you to dive deeper into your tax position and present you with a tax plan.

LET'S GET STARTED

What to Expect

Calendar

Kick-Off Call

Meet your Tax Strategist and deep dive into your tax situation and goals for the future. Set expectations for the engagement and schedule your next two planning calls.

accurate

Planning Calls

Educate you on tax strategies we recommend so that you understand the strategy and the resulting tax benefits. Learn how to take advantage of the Tax Code and get your questions answered.

file

Tax Plan

Your personalized plan on tax reduction strategies. Our recommendations and action steps for implementation will be documented here so that you can reflect back on them at any time to keep your plan on course.

dollar-1

Minimized Tax Bills

You can count on Tax Strategy Foundation to provide you with a plan to minimize tax bills and ensure you're not missing out on major opportunities for tax savings. Our clients generally recoup their investment in 1-3 years.

Don't just take our word for it!

mike-dymski-circle

Mike Dymski

Real Estate Investor

The Real Estate CPA helped me save $37,818 on 2017 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).

ryan-g-circle

Ryan Goldfarb

Berry Lane Partners

Principal

As our business has grown, The Real Estate CPA's involvement has proved instrumental. Thanks to their specialization in real estate, they provide value well beyond "bookkeeping" as they understand the nuances of both the tax code and the real estate industry.

Their focus on planning enhances our sense of clarity with respect to our tax position, but also with respect to our business goals. We've been able to leverage their real estate investing experience to circumvent the inevitable roadblocks we encounter along our path to growth.

Another perk to the Firm's real estate-centered approach is the vast network to which you become a part when they join your team. The Firm's client base knows no geographical bounds, and they work with experts in every facet of the business.

brian-s-circle

Brian Springer

Landlord & Private Investor

The Real Estate CPA is awesome! I could not imagine building my real estate business without them as a part of our team.

They understand the nuances with the tax law, tax strategy, business, and the real estate industry. As investors themselves, they have a unique and insightful perspective of both sides of the business. They continually encourage us to expand our vision, think bigger and to achieve more.

The thing I like most about working with the firm is their pride, passion and enthusiasm for their work. You always feel as if you are their most important client.

blank-profile-picture-973460_640-circle

Eric P.

Real Estate Investor, Builder

Having worked with some other larger CPA firms, and having some bad experiences therein, it was refreshing to find a firm like TRE CPA. Excellent - and practical - planning advice was provided in my onboarding sessions, with targeted questioning to ensure that the topics and agenda were in line with my needs. I feel that I received excellent value for the fees paid, which hasn't always been the case with other providers. The fact that the firm specializes in Real Estate investors is icing on the cake. Five stars!

Ongoing support and implementation

After your Tax Strategy Foundation engagement, your Tax Strategist is available to you via email, phone, and Zoom on an as-needed basis for support as you go along your real estate journey.

In addition, you will be invited to our private client-only Tax Smart Insider’s community hosted on Mighty Networks. There, you can network with other successful real estate investors, post questions, join live Q&A sessions and exclusive webinars, and more so you don’t miss out on any new developments that may help you minimize your tax bills.

Optimizing your tax position is an ongoing effort and we're here to support you every step of the way.

Meet Your Tax Strategists

Thomas-Castelli-0919-Vertical-removebg --

Thomas Castelli, CPA

Thomas is Partner here at the firm, tax strategist, and real estate investor who helps other real estate investors keep more of their hard-earned dollars in their pockets, and out of the government’s. 

rsz_blake_lessard_headshots-5

Blake Lessard, CPA

Blake is Senior Advisor here at the firm who has been helping clients reduce their tax bills for over three years. Blake stays up to date with industry developments and is always looking for additional strategies to help clients save money.

rsz_img_1767

Naitik Patel, CPA

Naitik is a Senior Advisor here at the firm with prior Big 4 real estate tax experience and was the former President of his family's real estate investment business that owned and operated residential and commercial real estate assets. Today, Naitik helps real estate investors minimize their tax bills through proactive tax strategy and planning.

 

Frequently Asked Questions

If you've never received quality real estate tax planning or advice, it can make sense regardless of where you are in your real estate journey.
 
We've helped brand new investors just starting out, investors with a handful of properties, as well as investors with large portfolios and sprawling empires.

We work with real estate investors and small business owners of virtually all types. This includes single-family, multifamily, and commercial investors of all sizes.
 
We’ve worked with clients who are just getting started to clients with dozens of properties. We also work with wholesalers, flippers, real estate agents/brokers, syndicates, and funds.
 
We live, breathe, and eat real estate tax!

Based on your current circumstances and goals for the future, your Advisor will determine the most appropriate strategies for your situation, which may include, but are not limited to:
  1. Overview of passive losses and how to use them to minimize taxes
  2. Real Estate Professional Status
  3. Short-term rentals (Airbnb, VRBO, etc)
  4. Cost segregation studies
  5. Planning for repairs, maintenance, and rehab expenditures to maximize deductions
  6. Home Office
  7. Vehicle-related deductions
  8. Retirement accounts
  9. Exit planning, when applicable 
    1. 1031 exchanges
    2. Installment sales
    3. Opportunity Funds
    4. and others
  10. Paying and shifting income to your children
  11. S-Corp review, when applicable
    1. Reasonable salary analytics

Blake Lessard, CPA is our lead Advisor for Tax Strategy Foundation 1-1. However, Thomas Castelli, CPA also works with our Tax Strategy Foundation 1-1 clients from time to time.

Yes, with the exception of our administration staff, all members of the firm are required to take at least 40 hours of continuing education (CPE) per year.

In addition to CPE, we have professional research software and subscriptions that provide updates on changes to the tax code.

Yes, as part of our planning process our Advisors will generally review the prior two years of tax returns, if available, for errors and opportunities.
 
Should errors and opportunities be found, your Advisor will make you aware of them, their impact, and what your options are to fix them and/or make sure they don’t occur again in the future.

Recognizing this is a major pain point of our clients, we generally respond to emails 24-48 hour email response policy. 

We've found that this policy has to lead to a better overall experience for our clients.

 

All of our blueprints are customized for our client’s specific situation and for confidentiality reasons we cannot share blueprints.
 
However, should you move forward with Tax Strategy Foundation 1-1, your blueprint will provide you with the strategies you need to minimize taxes based on your specific situation as well as the actions you need to take to implement each.

While other firms that offer tax planning often charge $10,000-$30,000+ for 1-1 Tax Planning services, and we could easily charge more than we do, because we want to make tax planning as accessible as possible, today we only charge between $2,500 to $5,000 for Tax Strategy Foundation 1-1.

After completion of Tax Strategy Foundation 1-1 or the Course, you will have access to our Advisors at an hourly rate which helps keep your costs as low as possible because you’ll only pay for the services you need.
 
Hourly rates range between $225 - $450 depending on your Advisor which may be determined by the nature and complexity of your objectives.
 
As part of our company values, all of our Advisors work efficiently to complete the engagement or call objectives. They spend no more time than necessary.

We've found that most of our clients tend to see a return on their initial investment in as little as 1-3 years.
 
However, some of our clients have said that simply gaining clarity and peace of mind that they are not missing out on any major tax savings opportunities have made the investment more than worth it.

We understand we may not be the lowest priced option around.
 
However, unlike most CPAs who simply prepare and file tax returns and never give any advice on how to improve your tax situation, we will be providing you with advice on how you can best take advantage of
the tax code to minimize your tax bills and have the peace of mind that you’re not missing out on major tax-saving opportunities.
 
Additionally, most CPAs are generalists and aren’t even aware of all the opportunities, and in some cases, we’ve found they may actually be costing you money - making them not so cheap after all!

We understand that 1:1 comprehensive tax planning isn't cheap, but we know that taxes are often your biggest expense.
 
And learning how to reduce them even a little bit can mean a steak dinner, an extra vacation, or even the downpayment on a new rental property.

Recognizing that 1-1 tax planning isn't in the budget of some investors, we developed the Tax Strategy Foundation Course.
 
A tax course that teaches you the top tax strategies investors need to know.
 
After you take the course you will have a complete understanding of the real estate tax strategies available to you as a real estate investor or a business owner. 
 
To learn more about the course and if it's the right fit for you, click here.

Yes, we do. We offer accounting system setup (QBO) and on-going monthly full-cycle accounting for real estate investors and small businesses.
 
At the moment the service is generally only available to our tax-planning clients, large investment portfolios, syndicates, and funds. Feel free to ask your Advisor about these services.

After working with over 600 real estate investors, we found that a majority of investors have not received adequate real estate tax advice or planning from their prior CPAs or tax advisors.
 
When this is the case, we cannot prepare your returns to our standards and help minimize your tax bills. We often have to go through the planning process to achieve that goal.
 
For this reason, our tax preparation services are currently only available to our tax planning clients.

Under certain circumstances, we will work with investors who have received comprehensive tax planning in the past to bypass Tax Strategy Foundation 1:1 or the Course and will work with you on very targeted, unique, or and/or complex tax planning objectives before agreeing to prepare their tax returns.
 
This allows us to gain a more complete picture of your current circumstances and ensure the tax planning and advice you received in the past is adequate for your current situation and goals.

The Real Estate CPA is currently a 100% virtual organization with members across the United States.

When transferring data to and from potential clients we use Google Suite, and for clients, we use CCH Axcess. 

Both platforms meet SOC 2 compliance, a framework designed by the AICPA to safeguard the storage and transfer of customer data in the cloud.

SOC 2 reports are issued by independent third-party auditors covering the principles of Security, Availability, Confidentiality, and Privacy.

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.

 

Next steps to becoming a client