Most CPAs record your history; I help you write your future.
You work too hard for your commissions and portfolio gains to hand them over to the government. Generalist CPAs often miss the specific loopholes available to the Real Estate industry.
I specialize in helping Agents, Brokers, and Investors earning $75k–$1M+ keep more of their wealth through aggressive, compliant tax planning. Whether you are dealing with self-employment tax on commissions or capital gains on a sale, I build custom roadmaps to protect your wealth.
The Strategies We Will Implement: Don't settle for a CPA who just files your history. I help you engineer your future using specific real estate mechanisms:
🏠 The "Administrative Office" Mileage Hack Most agents lose thousands here. By strictly defining a Home Office as your administrative base, we turn your drive to the first showing from a "commute" (non-deductible) into "business mileage" (100% deductible).
📉 Accelerated Depreciation & Cost Segregation Stop waiting 27.5 years to write off a building. For investors, we can utilize Cost Segregation to identify assets that can be written off immediately—often creating paper losses that wipe out your tax bill while cash flow remains positive.
🔄 The "Endless Wealth" 1031 Exchange Never pay capital gains on a sale. We will structure your portfolio transfers to defer taxes indefinitely, effectively using the government's money to fund your next acquisition.
💰 Bonus: The Tax-Free Vault (SD-IRA) Wall Street doesn't own real estate—you do. I’ll show you how to utilize a Self-Directed IRA to hold real estate assets, allowing your rental income and appreciation to grow 100% Tax-Free.
But here is the truth: These are just the highlights. The tax code is over 70,000 pages long, and somewhere in those pages is your money.
Whether it’s optimizing the QBI deduction, hiring your children to shift income brackets, or simply fixing a misclassified entity structure—I almost always find savings that generic software and generalist accountants miss.
You don't need to know how to do it. You just need to apply so I can find it.
How It Works (The 3-Step Process):
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Apply: Fill out the form to share your snapshot.
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Review: I personally review your entity structure.
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Strategy Call: We meet to discuss your roadmap.