Our Services
Specialized tax solutions for real estate professionals and small business owners.
Business Structure Optimization
Our comprehensive tax consultation is designed specifically for real estate professionals and small business owners who want to minimize tax liability while building long-term wealth.
We analyze your current business structure, real estate portfolio, and financial goals to develop a customized tax strategy that aligns with your wealth-building objectives.
- Entity structure analysis (LLC, S-Corp, Partnership)
- Tax-advantaged investment strategies
- Retirement planning optimization
- Estate and succession planning
- Written tax strategy roadmap
Tax Strategy Sessions & Tax Prep
Our quarterly strategy sessions ensure your tax plan evolves with your growing real estate portfolio or business, keeping you ahead of tax law changes and optimizing for new opportunities.
These proactive planning sessions help you make investment decisions with tax implications in mind, rather than discovering tax consequences after transactions are complete.
- Quarterly tax projection updates
- Strategic timing of income and expenses
- Property acquisition and disposition planning
- Tax law change impact analysis
- Year-end tax planning strategies
Bookkeeping & Payroll
Our specialized bookkeeping services are tailored for real estate investors and small business owners, providing accurate financial records that support your tax strategy and business decisions.
We implement systems that track property-specific finances with precision, ensuring you have the data needed for maximum tax advantages and investment analysis.
- Property-specific income and expense tracking
- Monthly financial statement preparation
- Expense categorization for maximum deductions
- Payroll processing and tax filing
- 1099 contractor management
Business Tax Preparation
Our business tax preparation services go beyond simple compliance to actively identify deductions and tax-saving opportunities specific to real estate and small business operations.
We leverage our specialized knowledge of real estate tax law to ensure you're taking advantage of every available deduction while maintaining full compliance.
- Partnership, S-Corporation, and LLC tax returns
- Real estate investment tax optimization
- Depreciation strategy implementation
- Business expense maximization
- Audit support and representation
Individual Tax Preparation
Our individual tax preparation services are designed to align with your business tax strategy, ensuring a cohesive approach to minimizing your overall tax burden.
We understand the unique tax situations of real estate professionals and business owners, including passive activity rules, at-risk limitations, and self-employment considerations.
- Schedule E optimization for rental properties
- Home office deduction analysis
- Business travel and vehicle deductions
- Retirement contribution strategies
- Tax credit identification and application
Ready to Transform Your Tax Strategy?
Book your comprehensive consultation today and discover how our specialized tax services can help you build wealth through strategic tax planning.
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