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We help clients maximize their tax savings, build wealth, and secure their financial future.
Full-service tax and accounting solutions
Maximized Tax Savings Through Holistic Planning & Analysis
We guided Justin and Marie in qualifying for Real Estate Professional Status, enabling us to leverage cost segregation and bonus depreciation to significantly optimize their tax situation. Additionally, we uncovered $50,000 in missed interest expenses they could write off, providing immediate tax savings. We continue to work closely with them, identifying tax write-off opportunities and ensuring their tax strategy stays optimized as they explore new business ventures.
Business Owners, Real Estate Investors
$45k
Reduction in taxes owed
Tax Refund Made Possible with Strategic Planning
We helped Jay take advantage of the short-term rental loophole, securing him a $35,000 tax refund within his first year working with us. In addition, we helped him leverage various other strategies and streamlined his bookkeeping/accounting processes to maximize his tax write-offs. By teaching him how to properly categorize expenses, we not only improved his tax situation but also helped him gain clearer insights into his business performance.
Real Estate Investor
$35k
Cash refunded by the IRS
Reduced Taxable Income With Personalized Tax Strategies
As Jennie and Calvin’s tax situation grew more complex, they needed a tax firm with real estate expertise. We helped them optimize their tax situation and reduced their tax liability by $600,000. In addition, we guided them in leveraging Section 179 to write off their car, further maximizing their tax savings. With our specialized tax planning, Jennie and Calvin now have a strategy in place to manage their growing real estate portfolio while minimizing their tax burden.
Real Estate Professionals
$600k
Reduction in taxes owed
A word from our CEO – there's more to taxes than just filing.
We strive to create value for our clients at every step of their tax journey.
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