Specialties:
1031 Exchange, 721 Exchange, Accounting, Bookkeeping, Business Taxes, Cost Segregation, Creative Financing Tax, Financial Audits, Foreign Investment, MultiState Taxes, RE Professional Status, STR Loophole, Syndication Taxes, Tax Planning & Strategy, Tax Prep & Filing
We are a boutique CPA practice exclusively focused on helping real estate investors and business owners with tax strategy, bookkeeping, and tax preparation. Unlike others here, this is all we do—and we excel at it.
We work with clients in all 50 US states.
With over 10 years of specialized experience, we are committed to delivering exceptional services and tangible results for our clients. We understand the frustrations many face with traditional CPAs and accountants: unreturned calls, impersonal service, and a lack of industry-specific knowledge. We're changing that narrative. Our practice is built on a foundation of outstanding client service and strong technical expertise.
Whether you need assistance with a single service or a comprehensive solution, we're here to grow with you. Partner with us to stay compliant, minimize taxes, and invest with peace of mind.