You run your business.
We'll handle the rest.
TAXES
Tax Planning & Compliance
- trategic Real Estate Tax Planning
- Entity Structuring (LLC vs S-Corp vs LP)
- Real Estate Professional (REP) Status Qualification
- Grouping Election & Passive Loss Planning
- Short-Term Rental Loophole Strategies
- Cost Segregation & Bonus Depreciation Planning
- 1031 Exchange Strategy Support
- Opportunity Zone Investments
- Installment Sales & Capital Gains Planning
- State-Specific Tax Optimization (e.g., CA real estate taxes)
AUDIT
Tax laws are complex.
We're here to help you handle it all.
Filing tax returns can be stressful. We're here to take care of it all, so you can focus on what really matters - your business. We'll ensure that taxes are filed on time and correctly and that payroll, investments and more are on track.
We provide complete, rapid and uncompromising support when you need it and will help you identify all the sources of income and related tax savings.
ACCOUNTING
Bookkeeping & Accounting
- Real Estate-Focused Bookkeeping
- Short-Term Rental Accounting (Airbnb/VRBO sync)
- Property Management Bookkeeping
- Financial Statement Preparation
- QuickBooks/Xero Setup & Oversight
ADVISORY & CONSULTING
Real Estate Tax laws are complex.
We're here to help you handle it all.
- Real Estate Deal Structuring
- Cash Flow & ROI Modeling
- Retirement & Wealth Planning for RE Investors
- Audit Support & IRS Representation
- Partnership & Syndication Advisory
- Exit Strategy & Succession Planning
- Trust & Estate Coordination
Industries Served
Residential Investors, Short-Term Rentals (STRs), Commercial Real Estate, Flippers & Developers,
Real Estate Agents & Brokers, Syndicators & GPs/LPs, High-Income W-2 Professionals investing in real estate,
Family Offices, Business Managers, Wealth Manager & Local Business Owners
