We do what we do so you’re free to do what you love.
We help overwhelmed and overtaxed real estate entrepreneurs keep more of their time and more of their money. That means higher profits, a lower tax burden, and true financial freedom.
CPA Services
Wealth Building and Tax Minimization Strategy
Focus on your financial superpower and rethink how your business is organized and operated.
You probably spend too much time on unprofitable, un-fun tasks. Your financial superpower is something you actually enjoy. And it makes you money.
While uncovering your financial superpower is fun, business legal entity structure is the boring-est topic. But the right structure can save you thousands. Wouldn’t you want to know if putting different letters after your business name would save you money?
A true entrepreneur leverages other peoples’ time, money and talent to achieve their vision. They don’t get bogged down in work they should have delegated. Or putting out whatever fire sprang up today. They enjoy what they do and live with true financial freedom.
Business & Tax Advisory Services – Income Tax Projection and Minimization Strategies
Spend a little time now and keep more of your money later.
You’ll pay more than you have to in both time and money if you don’t plan well. We enjoy making your tax bill as tiny as possible.
Profitability and Business Operations Consulting
The answer to “where is all my money going?”
A business will happily munch all the cash you give it. Only solid bookkeeping, incisive analysis, and discipline will keep it on a lean cash diet.
One thing we will tell you again and again: “You need to pay yourself first.”
Tax Compliance – Tax Return Preparation
Keeps you out of trouble.
Every CPA does this. And it’s really not that hard. The planning is where the real magic happens.
Monthly Accounting Services – Mid-Year Accounting Reviews
You can’t plan for your taxes if your books aren’t up to date.
You do all your own IT work. You clean the office yourself. You cut your own hair. Why wouldn’t you keep your own books?
Spending time and earning headaches is no way to balance your accounts. Let us do it instead.
But even if you want to do it yourself, we’ll meet with you twice a year to make sure everything is in order.
How We Work
1
Everything starts with a plan
You won’t know where you’re going and we can’t help you get there without it.
2
We develop a winning strategy together
Do you have the right entity structure? What cash-producing asset are you going to develop? What tax minimization strategy works for it?
3
Then we make executing the plan easy
We meet periodically to assess your asset, project your current tax bill, and look for ways to minimize it.