Tax & Accounting Services for
Real Estate Investors And Professionals

Professional CPA Services

Tax Planning

Tax Preparation

Education

Accounting

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Join the Group of professionals Taking Control of their taxes and Obtaining financial peace

Tax Planning That Works

Step 1:  Onboarding

The process begins when we gain access to your applicable tax returns and financial statements that allow us to see where you’ve been and where you stand currently.  We will also have an introductory meeting to make sure we get the information needed and initial questions answered.

Step 2:  Discovery

Once we receive all the needed documentation, we will begin the Discovery process. Your tax plan foundation begins here; using your historical information, we will bring to the table a plan framework that aims us towards success.

Step 3:  Tax Planning

We’ll use the developed framework to work closely with clients and develop a tax plan that aims to minimize your tax bill and provide peace of mind.  We will summarize each strategy and how to implement the action steps needed.

Step 4:  Dogged Support

After our Tax Plan is presented and delivered, we will continue to provide support throughout the year.  Our strategies focus on anchor points that ensure clients are prepared and knowledgeable to make the needed steps and decisions.   
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Hear It From Our Clients

Matt was fantastic. He helped us navigate the sale of an investment property and then easily handled our tax prep. His estimates were almost exactly spot on so we didn’t tie up unnecessary funds or pay any penalty fees. Very professional and great communicator. Highly recommend!
Matt guided us through our taxes and strategy. We adjusted our taxes withheld through W2 income and properly setup our entity so we could better plan for the year as a commission based family. Thanks for all the help!

Who we Serve

We specialize in custom tax reduction plans for real estate professionals, real estate investors, small business owners and high-income professionals.  We aim to optimize your taxes, provide peace of mind, and reduce your tax burden

Real Estate Professionals

Real estate agents, brokers, developers and team leads that are in the growth stage need tailored solutions for commission based income. We provide tax strategy and planning to align with your long-term goals.

Real Estate Investors

Long term rentals, short-term rentals, multi-family & commercial real estate investors need tailored tax strategies to maximize deductions. We look to optimize your investments and leverage the proper tax plan to help you grow how you want and reinvest where needed.

Small business owners

Entrepreneurs who are in the growth stage look to minimize their taxes through nuanced tax strategies. We look to optimize cash flow, help entrepreneurs reinvest in their business, and plan for long-term growth.

High-Income Professionals

High-income professionals typically earning over six figures need strategies that go beyond w-2 optimization. We provide peace of mind while minimizing the tax burden through proactive tax planning.

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