Specialties:
Tax Prep & Filing, MultiState Taxes, Budgeting, Accounting, RE Professional Status, Retirement Planning, 721 Exchange, Syndication Taxes, Bookkeeping, Creative Financing Tax, Insurance Planning, Estate Planning, Tax Planning & Strategy, Cost Segregation, Wealth Management , STR Loophole, Self-directed IRA, 1031 Exchange, Business Taxes, Foreign Investment
Real Estate Investor/CPA who provides advanced tax/business strategies with a proactive and responsive approach. We look beyond the numbers to advise you in areas beyond taxation, taking a holistic approach to your situation to ensure maximum benefit, efficiently. We provide services in all areas of taxation (from simple bookkeeping to complex tax strategies), trust and estate tax planning, succession/legacy planning, financial planning, risk mitigation, insurance, asset protection and more. We work with a network of professionals who all collaborate together on a regular basis to ensure you have comprehensive coverage of advisory/consulting services.