*** SELF-DIRECTED IRA and SOLO 401K INQUIRIES ONLY *** *** WE DO NOT OFFER FINANCIAL PLANNING SERVICES *** We are a boutique financial firm specializing in self-directed retirement accounts with checkbook control. SOLO 401K and CHECKBOOK IRA are viable solutions that allow investment into virtually any asset, including real estate, provide “checkbook control” over a client’s retirement account, and minimize or eliminate custodian fees. We service over one thousand BP members, and with hundreds of 5-star reviews, our team is ready to provide superior service and exceed your expectations.

We Help Small Business Owners Drastically Reduce Taxes In Both Their Business And Real Estate Investments. With over 30 years of experience on our senior leadership team, we help small business owners and real estate investors big and small drastically reduce their tax liability and keep their assets safe with asset protection.

Hi, Thanks for taking a moment to learn a bit about me! In short, I’m a mortgage broker for residential and commercial real estate, as well as a real estate investor. What I’ve learned about one has given me invaluable insight and makes me better at the other. As a broker, I have insight to lending that is invaluable to investors; as an investor, I have knowledge that makes me a much more effective mortgage broker. I work diligently to be an effective consultant to my clients, in order to guide them to the best path to funding for their situation. I see it as both an honor and a tremendous responsibility to be entrusted with guiding my clients through the process of buying or refinancing a property. I’m a passionate advocate for my clients’ best interests, focusing on learning what their long-term goals are, educating them on the buying process, and then ultimately guiding them to the best loan program for their needs, all while leveraging the latest technology to make the entire process as smooth and pain-free as possible. I seek to gain “clients for life” by providing World-Class, loyal service.

Duerksen & Associates, Inc. has been maximizing real estate investments while providing quality housing since 1978. We are relentless about improvements and strive for excellence in all we do. We continually evaluate every aspect of our work to improve the level of service provided, minimize risk while maximizing real estate investments for our owners, and provide quality housing to our residents. We are not just a property management company; we are partners in success. We understand the unique challenges of property investments, we are investors too. Our like-minded approach, from one investor to another, means we truly get it.

We are a CPA-owned firm focused on helping real estate investors master their accounting, bookkeeping, and taxes. If you are a real estate or promissory note investor looking for bookkeeping, tax planning/preparation, and financial dashboards, we have you covered! We also offer comprehensive packages for those looking for a dedicated resource for anything from bookkeeping to business plans, KPIs, insurance planning, cash flow forecasting, lender sourcing, creative financing, lease renewals, payroll, deal underwriting and more!

Whether you’re looking to buy and hold, fix and flip, or build your rental business, CV3 is your trusted capital partner. CV3 Financial Services was built by and for real estate investors to provide both purchase and refinancing options for investment properties in 30+ states. CV3 delivers direct answers, quick closings, and flexible solutions for bridge, fix and flip and rehab loans, as well as adjustable or fixed rate rental property financing. With its diversified financial strength, CV3 is a lender that delivers speed, leverage, and consistency.

The Majestic Team has over 15+ years of managing a portfolio of specialized real estate assets with a focus on optimizing performance, mitigating risks, and enhancing value. Majestic leverages a combination of deep market knowledge, financial expertise, and strategic insight into niche real estate sectors such as industrial properties, retail, healthcare facilities, or residential developments. Our team will ensure that specialized real estate assets perform optimally, both financially and operationally, while navigating unique market dynamics in their designated property sectors.

Hampton Tax and Financial Services, LLC is a comprehensive financial services firm. Bill has been a real estate investor since 2010 and specializes in real estate taxation. We provide financial planning, tax return preparation, tax planning, college planning, estate planning, and business consulting services. The mission of our tax return preparation division is to successfully and legally reduce your tax liabilities. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. We are dedicated to making your life less taxing. Many people can prepare tax returns, but few have the knowledge, experience and creativity to develop a tax plan unique to you that will save you thousands of dollars. Let Hampton Tax and Financial Services, LLC review your tax return now to see which tax strategies you are missing out on. Hampton Tax and Financial Services LLC is also a fiduciary, fee-only, financial life planning firm that makes financial education and guidance accessible to busy professionals throughout the country. We help business owners, corporate executives, real estate investors, individuals and their families make better financial decisions regardless of their income, net worth, or assets. We collaborate with clients to establish financial goals and build a workable financial plan that includes Tax Planning, Cash Flow Management, Debt Reduction, Credit Score Management, Asset Protection, Risk Management, Education Planning, Retirement Planning and Estate Planning. Before we can effectively design a plan, we need to fully understand where you are now, where you want to go, and why. We use this information to provide personalized solutions for your unique situation. As your situation changes, we reassess and make adjustments. Your financial success is a matter of choice, not chance. The mission of our business consulting division is to help entrepreneurs and small business owners start, manage and grow their businesses. Our goal is to provide effective solutions designed to boost your business. Our consultants design solutions tailored specifically to the needs of your business to ensure you achieve your dreams of success. We have over two decades of financial experience and have appeared in numerous media outlets including Yahoo News, NerdWallet, Financial Planning Magazine, Black Enterprise Magazine, KeeperTax.com, Thryv.com, Stessa.com, CreditCards.com, the Henry Neighbor, and the Henry Daily Herald. We provide the following services: New Real Estate Investor Tax Consultation Individual Tax Return Preparation Out-of-State Tax Return Preparation Real Estate Investor Tax Return Preparation Corporate Tax Return Preparation Real Estate Agent Tax Return Preparation Partnership Tax Return Preparation Prior Year Tax Return Preparation (Back Taxes) Tax Planning Financial Planning Education Planning Retirement Planning Estate Planning (Wills and Trusts) Cost Segregation Studies Asset Protection Risk Management Credit Score Management Business Entity Selection and Formation Business Consulting IRS Employer Identification Numbers Life Insurance Want to learn more about our process, services, and how we can work together? We invite you to contact us at https://HamptonTaxandFinancialappointments.as.me/ for a complimentary discovery call.

Management services are available for the Luzerne, Lackawanna, Wyoming, Bradford and Monroe Counties PA region. Real Estate services are also available giving investors a full spectrum of services from finding the perfect investment property, and maintaining your rental whether you are a new buyer or already own one or more properties. Services include a Realtor for your real estate needs to contractor repairs, flipping the home and selling your investment or managing your rental Calvaruso and associates will be there to assist you with your needs. We offer General Contracting/Handyman Repairs to Customized Management. We cater to all the needs that property owners/investors may have. We offer professional services that go way beyond what the competition offers and build long term relationships with our clients.