Meet your team
CPAs and strategists who invest in real estate themselves, so we understand your portfolio from the inside.
Founder
Ana’s mission is to teach investors and business owners how to build wealth using the rules already written into the tax code, the things they never taught you in school. A subject matter expert in real estate tax strategy and an investor herself, she built The Tax Boss to help high earners keep more of what they make.
Follow Ana on Instagram →How we work
We explain the reasoning behind every strategy, so you always understand your numbers.
Technology keeps us efficient, but you’ll always have a real person who knows your situation.
Live group strategy calls with Ana and a tax community, so you’re never figuring it out alone.
Senior Strategic Advisor & Tax Manager
Rachel builds long term strategies clients can lean on to grow personal and generational wealth. As an investor with seven properties, she knows the everyday grind firsthand.
Strategic Advisor & Tax Reviewer
Candace has spent more than 20 years helping real estate investors navigate the tax code, with a focus on proactive planning that maximizes returns and minimizes tax liability.
Accounting & Client Relationship Manager
Zaysha keeps every client’s books clean, because she knows great bookkeeping is where tax savings start. She’s been with The Tax Boss since the beginning.
Business Consultant
Annie has run a business herself. She helps owners see the value of proactive planning, find missed savings, and stop overpaying the IRS.
Book a free discovery call and we’ll show you what proactive tax planning could save you.
Book Your Free Discovery Call