Financial freedom isn’t just trusting all your cash to Wall St. and crossing your fingers for 30 years.
You can be free and financially secure much, much sooner if you have the right plan. Grow assets you have real control over. Nurture a cash flow you can rely on. Lower your whole tax burden–people think the IRS just taxes your income. They also tax absolute truckloads of your time.
When you first started your journey, you dreamed of the freedom to do things your way.
Putting out fires all day wasn’t part of your dream. You’re no firefighter.
You’d like to work on your business rather than just in it.
“Partnering with Aaron Hofrichter and Upstream has been nothing short of transformative. On a professional level, their strategic financial insights and meticulous tax planning have streamlined our operations, improved cash flow, and maximized profitability. On a personal level, they’ve provided invaluable guidance that’s enhanced my financial security and planning.“
mike k
“I can’t speak highly enough about Aaron Hofrichter with Upstream CPA. His expertise in accounting and tax planning is truly exceptional. Not only does he have an impressive depth of knowledge, but he also goes above and beyond to ensure I’m maximizing my tax savings. Aaron has consistently provided me with creative and effective strategies to optimize my finances, and his proactive approach has been invaluable. If you’re looking for an accountant who is both highly skilled and genuinely committed to your financial success, I highly recommend Aaron Hofrichter. .“
Barbara p
You probably spend ridiculous amounts of time on things you don’t enjoy.
Sometimes you aren’t even very good at them.
Wouldn’t you do it differently if you could?
Real estate professionals have the golden ticket to minimize their income tax: your depreciation losses can offset your other earned income.
Having a solid wealth building and tax minimization strategy is the key to cashing in on that golden ticket.
Building wealth isn’t magic
. It’s a process.
Success = Information + Education + Options
1
Investigate your finances
2
Understand the what, how, and why
3
Review your options to take action
4
Implement those changes
5
Rinse and repeat
“Their proactive approach, deep expertise, and commitment to excellence have elevated our financial management in ways I hadn’t anticipated. This is more than just a service; it’s a partnership that drives real, measurable results. Highly recommended for any business leader serious about long-term growth and financial health.“
mike k
You can work through your new financial plan yourself.
Or we can do the work as an extension of your team.
All that’s left is being as free as you dare to be.