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.
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).
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.
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.
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!
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.
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.
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.
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.
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.
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.
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.