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Simplify your goals and find clarity for your investing
Dave Meyer's newest book gives a practical framework to craft and execute YOUR personalized real estate plan.
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HAPPY ESTATE SOLUTIONS

Tax & Financial Services

Contact Us

Markets served

Nationwide

Licenses, Designations or Certificates

CPA; Life and Health Insurance; Real Estate Agent

About us

I help real estate enthusiasts and small business owners like you (and myself) build, sustain, and protect generational wealth through strategic real estate investments and comprehensive tax, financial, retirement, and estate planning.

Specialties

Financial Planning

Retirement Planning
Estate Planning
Self-directed IRA
Insurance Planning

Tax & Accounting

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

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