Helping Real Estate Investors build wealth by playing the IRS game.
Specializing in Real Estate Investing and Small Businesses
100% Virtual Services allow us to help clients across the nation save thousands on their tax bill
Don’t Stress, we’ve got you covered.
Keep More of YOUR OWN Money
Proper Bookkeeping, Tax Planning, and Preparation can help you legally keep your hard-earned money in your pocket instead of Uncle Sam’s! Our firm has over 50 years of experience leading the real estate community in:
Rental Properties
Tax Issues
Wealth Transfer
Our Services
Bookkeeping
Let’s not sugar coat this… This is the worst part of your business, and I understand that it is also the most annoying part of running a business. However, I promise you that you will be more successful in Tax Planning (our service listed below) if you keep good records. Your time is dedicated to running your business because that’s where you add value, but that leaves little time for proper bookkeeping. No need to worry, let us do it for you – because we love it and we know how much it sucks for you!
Prices starting at $550
Tax Planning
This is where the wealth is built baby! Tax Planning is where our amazing team works with you to find the best strategies to implement and pay the least amount of taxes legally possible. Just like you have a plan for operating or marketing your business, you need a plan for your taxes to keep your money where it belongs – with you! Reminder, you also need proper bookkeeping.
Prices starting at $5,999
Tax Preparation
Exactly what it sounds like. We will take all of your documents and prepare your return. Don’t forget to pair this with the services above to ensure your return is as favorable for you and your business as possible!
Prices starting at $3,000 (for business returns)
Frequently Asked Questions
Do you work with clients in different states?
Absolutely, we work with clients all over the country, virtually.
What does “Playing the IRS game” mean?
Playing the IRS game means utilizing all of the tools available to reduce your taxable income, take advantage of the rules in place, and maximize your investments. Traditionally, this is something that is not very ‘cut and dry’, and our goal here is to make it all happen for you by giving you the tools, resources, and support necessary to succeed!