FAQs
What services do you offer?
Tax strategy and planning, tax compliance, accounting and bookkeeping, and CFO advisory, built around real estate owners and business owners.
Who do you work with?
Real estate investors, developers, syndicators, sponsors, fund managers, family offices, brokers and agents, business owners, and high-net-worth individuals nationwide. Real estate is our specialty, but you don't need to be in real estate to work with us.
Where are your clients located?
We serve clients nationwide. We work virtually, so wherever your properties and entities are, we can handle the planning, compliance, and reporting, including multi-state filings.
Can you help with cost segregation, 1031 exchanges, and opportunity zone investments?
Yes. These are some of the most valuable tools for real estate owners, and timing is everything.
o "Cost segregation and bonus depreciation: We work with trusted cost segregation partners who perform the engineering study, and we coordinate the whole process. We help you decide whether a study makes sense, time it around your acquisition, make sure the deductions are usable under the passive loss rules, and plan for recapture when you sell."
o "1031 exchanges: We plan the exchange before you sell, coordinate with your qualified intermediary, and track the deadlines, so your gain stays deferred."
o "Qualified Opportunity Funds: We help you decide whether investing a gain in an opportunity zone fund makes sense, structure it within the required timeline, and handle the ongoing reporting."
I already have a CPA. Why would I switch?
Many owners come to us looking for more planning and a more responsive partner. We get involved before major decisions, look at your business as a whole, and quote a fixed fee up front, so there are no surprise invoices. Not sure if it's worth switching? We're happy to do a second-look review of your last return.
How do I get started?
Schedule your free call. We'll review your current setup and goals and show you where there may be room to save.
