You’ve Outgrown Basic Tax Prep
If you are earning more, buying real estate, or trying to build long-term wealth, generic tax preparation is no longer enough.
You need a firm that understands how income, real estate, deductions, entities, and long-term planning work together.
Build Wealth with a Better Tax Plan
At The CPA Realtor, we help high-income earners, business owners, and real estate investors understand which tax strategies actually apply to them.
No hype. No one-size-fits-all plan. Just clear guidance designed to help you minimize tax, invest smarter, and build wealth with confidence.
MICHAEL S
"This is my 2nd year working with Nate. He is a true real estate tax professional with excellent customer service skills. He takes the time to get to know your specific situation and works on a personal level. Specifically, he advised me to do a cost segregation study on one of my short-term rentals which helped optimize my tax savings. He referred me to a trusted partner of his to conduct the cost seg and I was very pleased with the results. He has your best interest in mind and will help you navigate complexed tax situations. Highly recommend working with Nate and his team!"
JACOB FARIS
"I cannot recommend Nate from The CPA Realtor enough! I came to him with a complex short-term rental situation, and his expertise in accelerated depreciation was a game-changer. He saved me tens of thousands of dollars in taxes, a result that genuinely shocked me. Beyond the savings, he is incredibly tech-forward, making the document collection and communication process seamless and stress-free. If you want a CPA who is both a tax strategist and a productivity pro, look no further!"
Your Path to Tax Planning
Step 1 - Discovery Call
We'll discuss your real estate portfolio, goals, and other sources of income to see if we are a good fit to work together. This also allows us to gather the information needed to provide an accurate quote and recommend the right service options for your needs.
Step 2 - Custom Proposal
We’ll send a custom proposal with service options tailored to your income, real estate activity, goals, and level of support needed. You can review the details, compare your options, and sign up when you’re ready to move forward.
Step 3 - Onboard & Plan
The transition will be seamless. We’ll walk you through the documents needed to get started. Then we’ll review your current tax picture and prior-year returns to identify planning opportunities, potential corrections, and whether cost segregation may make sense for current or older properties.
Step 4 - Maximize Savings & Build Wealth
We’ll help you move forward with a clear plan to maximize tax savings, reduce surprises, and make smarter long-term decisions. Depending on your package, we’ll provide scheduled or ongoing planning updates as your income, investments, and real estate portfolio grow.