Unlock the Tax Secrets

That Every Real Estate Investor & bUSINESS oWNER Needs to Know.

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Our Services

Tax Strategies That Build Real Estate Wealth.

Specializing in Tax Strategy, Tax Preparation, Bookkeeping and Payroll

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Comprehensive Tax, Bookkeeping, and Payroll Solutions for Real Estate Professionals and Small Businesses.

Our coaching approach is rooted in empathy, trust, and a deep understanding of human potential. We believe that everyone has unique strengths and talents waiting to be unleashed. Whether you're seeking personal growth, improved relationships, career advancement, or a better work-life balance, we're here to help you achieve your goals.

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Our Services

Business Structure

Set your business up for success with a structure that prioritizes tax efficiency and asset protection. While we focus on optimizing for taxes, we also collaborate with your attorney to ensure your legal setup aligns with your overall goals. From LLCs to trusts, we’ll guide you in creating a solid foundation for growth and maximizing savings.

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Tax Strategy Sessions &

Tax Prep

Discover tailored tax strategies and stress-free tax preparation designed to help you maximize deductions, minimize liabilities, and keep more of your hard-earned money. Whether you’re a real estate investor or a business owner, our expert team ensures you stay compliant and ahead of the game by making sure every deduction and credit works in your favor.

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Bookkeeping & Payroll

Simplify your financial management with organized bookkeeping and seamless payroll solutions. We’ll help you track your finances, ensure accuracy, and free up your time to focus on growing your business or portfolio.

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Courses

Bookkeeping Course Coming Soon!

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Frequently Asked Questions

Do you only work with real estate investors?

While many of our clients are real estate investors, we also work with small businesses and entrepreneurs across various industries. In fact, we believe real estate is one of the most powerful strategies for building wealth, and we’re here to help our business clients explore how to add real estate investments to their portfolios.

Do you work with real estate investors who use creative financing strategies (like SubTo deals)?

Absolutely! We understand creative financing, including SubTo strategies, and help ensure these methods are tax-efficient while keeping you compliant.

Can you help with bookkeeping for multiple properties?

Yes! We specialize in organizing and managing financial records for portfolios of all sizes, ensuring you have accurate data for decision-making and tax filing.

Do you offer payroll services for my real estate business or contractors?

Yes, we can handle payroll for your employees and contractors, ensuring accurate payments and compliance with tax laws.

Can you file taxes for all states?

Yes, we’re experienced in handling multi-state tax filings, which is especially helpful for clients with properties or businesses in multiple locations.

Do you set up LLCs, S-Corps, or trusts?

While we’re not attorneys, we work with your legal team to create tax-efficient business structures that protect your assets and minimize tax liabilities.

When should I consider restructuring my business?

If your business has grown, your tax burden is increasing, or you’re expanding into new ventures, it may be time to review and restructure for optimal tax savings.

How does your process work?

Our process starts with a free consultation to understand your goals. From there, we develop a customized strategy and provide ongoing support to keep you on track.