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Business Page


business profile image

Julian Florescu, CPA - Real Estate & Mortgage Broker

Tax & Financial Services
5.0 stars
63 Reviews

Markets served


Nationwide

Licenses, Designations or Certificates


Certified Public Accountant
Mortgage Broker
Real Estate Broker

About us


TRIPLE EXPERTISE - CPA, Mortgage and Real Estate Broker
Julian provides a UNIQUE Holistic solution: Combines tax strategy and planning, mortgage and real estate knowledge for the best integrated decision-making.

Real Estate Tax Strategies: Specializes in maximizing deductions and navigating investor-specific tax benefits (strategically using cost seg, REPS, Short-term loophole and more.)
 
Seamless 1031 Exchanges: Ensures smooth execution of tax-deferred transactions.

Tailored Financing Advice: Combines specialized mortgage solutions with tax and investment strategies.
 
Real Time Interest rates updates: Ability discuss real time rate quotes on various financing options
 
Investment Insights: Guides clients through evaluating and acquiring properties.
 
Comprehensive Portfolio Support: Advises on managing and growing real estate investments.
 
Streamlined Process: Reduces the need for multiple professionals, saving time and money.
 
Focused on ROI: Optimizes cash flow and after-tax returns for maximum growth.
 
Hands-On Real Estate Expertise: Active assistance with buying, selling, and financing properties.
 
One-Stop Shop: Simplifies the real estate investment journey with cohesive, end-to-end advice.

Specialties


Tax & Accounting

Tax Planning & Strategy
Accounting
Bookkeeping
Tax Prep & Filing
RE Professional Status
Syndication Taxes
Cost Segregation
STR Loophole
MultiState Taxes
1031 Exchange
Creative Financing Tax
Business Taxes

Reviews (63)


5.0 stars
63 Reviews
5.0 stars
63 Reviews
0.0 star
0 Reviews

reviewer image
5.0 stars
|
5 days ago
Reviewed by Mike Race
Julian helped my wife and I get our taxes done quickly and in short notice when our previous CPA disappeared. He is knowledgeable and very responsive. Thanks again!
reviewer image
5.0 stars
|
a week ago
Reviewed by Gregory Smith
I used Julian for the first time this year to prepare my Federal and State tax filings. From the very first interaction he impressed me as intelligent, informed, responsive and someone I'd be blessed to work with anytime. I cannot recommend his services any more highly.
reviewer image
5.0 stars
|
a month ago
Reviewed by Calin Runcan
Julian has gone above and beyond working with me over the few past years. As a small business owner, I get overwhelmed with all of the nitty gritty tax stuff, but Julian made it so easy for me to get it all together. He is an excellent communicator, knowledgeable accountant and bookkeeper, and even looked over my budget and helped me forecast for income for the following year! I can't imagine my business being where it is now without his expertise and I will continue to refer him to everyone I know!
reviewer image
5.0 stars
|
3 months ago
I recently started working with Julian and plan on using his services as a CPA and tax advisor moving forward. From our interactions it is clear that he is extremely knowledgeable and well versed in the real estate industry. Looking forward to working with him further.
reviewer image
5.0 stars
|
4 months ago
Reviewed by Mihai Preda
Julian Florescu is an exceptional realtor and CPA! His expertise in both real estate and financial planning made our home-buying process seamless and stress-free. Julian’s attention to detail, professionalism, and dedication to his clients are truly unmatched. We couldn’t be happier with our new home and the financial advice he provided. Highly recommend Julian for anyone looking for top-notch service!
reviewer image
5.0 stars
|
4 months ago
Reviewed by Dana The Title Rep
I’ve been fortunate to have had the opportunity to close several deals with Julian. He is a knowledgeable lender that also happens to be a CPA so his clients receive extra value from him when they work with him. Julian is always using his vast knowledge to help his clients structure their portfolios. I’m so grateful to know Julian and to work with him!
reviewer image
5.0 stars
|
4 months ago
Reviewed by Myles Hutcherson
Julian has been so helpful. We’ve been looking for a quality CPA for months now, talking to numerous people, and none seemed like the right fit. We wanted someone that was knowledgeable in multiple facets, including real estate, estate planning, and tax planning, and for so long we struggled to find the one. Within one phone call with Julian we already knew it was a perfect fit. He’s both savvy and attentive, and genuinely we have been so happy with his services. We look forward to continue working with him for years to come!
reviewer image
5.0 stars
|
5 months ago
Reviewed by Eric Trinh
I can't recommend Julian's accounting services highly enough! From the very beginning, Julian was professional, knowledgeable, and incredibly thorough. He took the time to understand my situation and tailored his approach to ensure everything was handled efficiently and accurately. Whether you're looking for help with taxes or financial planning, Julian is the expert you want in your corner.
reviewer image
5.0 stars
|
5 days ago
Reviewed by Mike Race
Julian helped my wife and I get our taxes done quickly and in short notice when our previous CPA disappeared. He is knowledgeable and very responsive. Thanks again!
reviewer image
5.0 stars
|
a week ago
Reviewed by Gregory Smith
I used Julian for the first time this year to prepare my Federal and State tax filings. From the very first interaction he impressed me as intelligent, informed, responsive and someone I'd be blessed to work with anytime. I cannot recommend his services any more highly.
reviewer image
5.0 stars
|
a month ago
Reviewed by Calin Runcan
Julian has gone above and beyond working with me over the few past years. As a small business owner, I get overwhelmed with all of the nitty gritty tax stuff, but Julian made it so easy for me to get it all together. He is an excellent communicator, knowledgeable accountant and bookkeeper, and even looked over my budget and helped me forecast for income for the following year! I can't imagine my business being where it is now without his expertise and I will continue to refer him to everyone I know!
reviewer image
5.0 stars
|
3 months ago
I recently started working with Julian and plan on using his services as a CPA and tax advisor moving forward. From our interactions it is clear that he is extremely knowledgeable and well versed in the real estate industry. Looking forward to working with him further.
reviewer image
5.0 stars
|
4 months ago
Reviewed by Mihai Preda
Julian Florescu is an exceptional realtor and CPA! His expertise in both real estate and financial planning made our home-buying process seamless and stress-free. Julian’s attention to detail, professionalism, and dedication to his clients are truly unmatched. We couldn’t be happier with our new home and the financial advice he provided. Highly recommend Julian for anyone looking for top-notch service!
reviewer image
5.0 stars
|
4 months ago
Reviewed by Dana The Title Rep
I’ve been fortunate to have had the opportunity to close several deals with Julian. He is a knowledgeable lender that also happens to be a CPA so his clients receive extra value from him when they work with him. Julian is always using his vast knowledge to help his clients structure their portfolios. I’m so grateful to know Julian and to work with him!
reviewer image
5.0 stars
|
4 months ago
Reviewed by Myles Hutcherson
Julian has been so helpful. We’ve been looking for a quality CPA for months now, talking to numerous people, and none seemed like the right fit. We wanted someone that was knowledgeable in multiple facets, including real estate, estate planning, and tax planning, and for so long we struggled to find the one. Within one phone call with Julian we already knew it was a perfect fit. He’s both savvy and attentive, and genuinely we have been so happy with his services. We look forward to continue working with him for years to come!
reviewer image
5.0 stars
|
5 months ago
Reviewed by Eric Trinh
I can't recommend Julian's accounting services highly enough! From the very beginning, Julian was professional, knowledgeable, and incredibly thorough. He took the time to understand my situation and tailored his approach to ensure everything was handled efficiently and accurately. Whether you're looking for help with taxes or financial planning, Julian is the expert you want in your corner.

Our Team


Julian Florescu