Does this sound like you?
Here's what you'll get
The benefits of working with us
Real Estate Expertise
Our employees invest in real estate too! Not only are you getting a top-notch tax team, but you're also aligning yourself with a firm that builds strategies, technology, and best practices based on our own investing experiences. We know how to speak your language.
We know running a business is stressful. While we have a compliance arm, our main focus is helping you reduce your tax bills by arming you with hard-hitting strategies and the actions you need to take during the year to implement them.
Partner with a CPA firm that gets technology. We're a 100% virtual firm meaning we use a lot of technology, some of which includes: Slack, Zoom, Liscio, Google Drive, and custom tech we've built! Using this technology means effective communication and efficient service delivery.
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Who is a good fit for our Tax Strategy service?
Small business owners & high-income earners with a growing portfolio of rental properties
Small business owners & high-income earners that flip multiple properties per year
Part-time & full-time landlords, flippers, developers, and syndicates.
Open minded real estate investors who are serious about reducing their tax bill