Make Sure Taxes Aren’t Your Largest Expense
For many real estate investors, taxes can consume 30-50% or more of their income. However, many investors miss out on valuable tax-saving opportunities because they don’t receive proactive guidance from their accountants. Our CPAs focus on uncovering every possible tax benefit for your real estate portfolio. With year-round planning and strategic insights, we help you take full advantage of every deduction, credit, and tax strategy — ensuring you keep more of what you earn.
Our Tax Advisory Process
Initial Consultation
Connect with your dedicated Tax Advisor to go over your investment strategy, financial objectives, and what to expect throughout the engagement. We'll establish a timeline and gather the necessary details to begin building your personalized tax plan.
Tax Strategy Assessment
We’ll guide you through the strategies we recommend, ensuring you understand how each one applies to your real estate investments. This is your opportunity to ask questions and gain clarity on how to leverage the tax code to your advantage.
Tailored Tax Plan
You’ll receive a detailed, easy-to-follow plan outlining tailored tax strategies—such as depreciation optimization, entity structuring, and tax deferral options—along with clear next steps to implement them effectively.
Implementation and Monitoring
Our goal is to help you keep more of what you earn. By implementing your strategy, you’ll be positioned to reduce your tax burden and unlock savings that can be reinvested into your portfolio.
Our Tax Prep Process
Secure Document Collection
Our modern client portal makes tax season simple. We send you a custom checklist, automated reminders, and secure links to upload documents—streamlining the entire intake process.
Strategic Preparation & Review
Once we receive your documents, our team prepares your return with a focus on strategy. We run multiple layers of internal quality checks to ensure accuracy and uncover any missed deductions or opportunities.
CPA-Led Walkthrough
Before anything is filed, you’ll receive a personalized summary from one of our senior CPAs explaining your return, key insights, and what we’ve done to reduce your tax liability. You’ll never be left guessing.
Final Filing & Ongoing Support
Once approved, we handle the e-filing and provide you with a complete copy of your return for your records. Our relationship doesn’t end at filing—we’re available year-round to support your tax strategy and planning.
Don’t Leave Money on the Table
Simplify Your Finances with Strategic Accounting & Fractional CFO Services
Why Choose Our Accounting Services?
we provide comprehensive accounting, bookkeeping, and outsourced CFO support to help you maintain accurate financial records, improve visibility, and make confident, data-driven decisions.
Strong financial decisions begin with accurate, timely financial data. Whether you're managing rental properties, running a service-based business, or growing a real estate investment company, keeping your books clean and organized is key to reducing tax liabilities, increasing profits, and achieving long-term growth.
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Can you confidently assess your cash flow and plan your next investment?
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Are you tracking underperforming properties or revenue gaps?
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Do you know your tax position at any given moment?
With a solid accounting system in place, these questions become easy to answer—and your business becomes easier to grow. We take the guesswork out of financial management so you can focus on scaling your operations.
Our Accounting Services
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Real Estate & Small Business Bookkeeping
Month-end reconciliations, transaction classification, and financial reporting tailored to your entity type and goals. -
Outsourced Controller Services
Hands-on support for financial reporting, accounting oversight, and performance analysis—ideal for those needing financial structure and insights without a full-time hire. -
Fractional CFO Services
Strategic advisory and forecasting to guide high-level financial decisions, investor communications, lending strategies, and long-term planning.
What to Expect: Our Collaborative Process
Discovery & Kickoff
We begin with a strategy call to understand your business, financial structure, and goals. This helps us align your accounting system with your needs from the start.
System Setup or Clean-Up
We implement or optimize your QuickBooks Online (QBO) file—customizing your chart of accounts, cleaning up old data, and preparing your books for accurate reporting
Ongoing Bookkeeping
Each month, our team manages reconciliations, transaction recording, and adjustments to ensure your reports reflect a clear and reliable financial picture.
Accounting & Financial Advisory
Depending on your service tier, we’ll meet regularly to walk through financial statements, spot opportunities, and support strategic decisions like property acquisitions, business expansion, or cash flow improvements.
How Our Process Drives Financial Clarity - Real Estate Bookkeeping
Whether you’re a landlord, developer, flipper, STR host, or small business owner, we’ll build your books with a strong financial foundation.
We set up:
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QuickBooks Online with custom chart of accounts
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Opening balances and class/location tracking
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Property and asset details
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Bank and credit account reconciliations
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Optional training or monthly service engagement
Phase 1: Accounting System Setup
Phase 2: Monthly Bookkeeping & Reporting
Once your accounting system is fully functional, here are your options for maintenance mode to keep your business the best financial situation possible:
Choose from flexible service levels:
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Self-Managed: We set it up and train your team to maintain it.
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Ongoing Bookkeeping: Our team handles the heavy lifting monthly.
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Controller: We provide oversight, reporting, and performance tracking.
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CFO: We deliver forward-looking financial insights and executive-level support
Phase 2 Includes:
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Transaction and property sale/purchasing tracking through Journal Entries
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Reconciliations across all financial accounts
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Monthly reporting packages based on service tier with P&L, balance sheet, Cash Flow and custom dashboards
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Timely delivery of reports to support better financial decisions