From Business & Syndication advisory to
Succession & Legacy Planning
Maximize Deductions. Minimize Headaches
We translate the IRS code into ROI for real estate investors, flippers, and landlords who'd rather spend time scaling their empire than stressing over Schedule E.
The Tax Architects for Real Estate Moguls in the Making
Whether you’re cash-flowing duplexes or planning a mixed-use redevelopment, our mission is to be your strategic tax and advisory partner from your first deal to your final 1031.
15
Dedicated professionals
2630
Cases annually
26
Years of combine experience
Where Bricks Meet Brains
We don’t just crunch numbers—we blueprint your financial future. Our mission is to help real estate investors unlock every dollar of tax efficiency through tailored, proactive strategies that build wealth brick by brick.
Proactive, Not Reactive
We don’t just file your taxes—we plan them like developers plan blueprints. Timing is everything. That’s why we design tax strategies that work year-round, not just in April.
ROI-Driven Always
Every deduction, every entity choice, every structuring play—we do it with your bottom line in mind. Because if your CPA isn’t talking about your return on taxes, what are they even doing?
No Boring Suits, No Fluff—Just Tax Strategy That Works.
You won’t find dull jargon here. We speak real estate, we think like investors, and we keep it real—smart, clear, and to the point.
Built for Real Estate People, by Real Estate People.
We get it—because we live it. From STR loops to bonus depreciation, our team actually invests, renovates, and operates real estate. This isn’t theory. It’s field-tested strategy.
We Obsess Over the Details, So You Don’t Have To.
Leasebacks? LID infrastructure? 754 elections? We love this stuff. Our passion is translating complex tax rules into simple plays that make you money.
Tech-Forward, Human-First.
AI bots and dashboards are great—but you still need a sharp human strategist in your corner. We blend the best of both so you get smart advice at lightning speed.
We Make Taxes Less Taxing-
Our job is to help you sleep better at night, knowing your assets are protected, your taxes are optimized, and your strategy is working even while you’re off the clock.
Alexander Swarzy
We’re the strategic tax team built for real estate people by real estate people.
We understand your world.
whether you’re scaling a short-term rental empire, flipping in a high-cost market, or juggling multiple entities across state lines.
