​Keep More. Invest Smarter. Build Wealth.
Real Estate CPAs
Book a time on our calendar to work with a tax strategist, not just a tax preparer.
Together, we’ll build a proactive plan to help reduce your income taxes, keep more of what you earn, and use real estate and strategic planning to build long-term wealth.
Our firm works with high-income earners, business owners, and real estate investors who are tired of reactive tax prep and want a more intentional approach. Our goal is to help you make smarter tax decisions throughout the year, not just report what happened after the year is over.
Whether you are buying your first rental, scaling a portfolio, or looking for ways to offset high W-2 income, we’ll identify the strategies available to you and create a plan to maximize your tax savings legally and strategically.
Read more about our story below.
Our Core Focus
Tax Planning
Tax Preparation
Real Estate Investors
Small Business Owners
"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!"
— JACOB FARIS
My Journey as a CPA and Real Estate Investor
Education
I graduated from UC Santa Barbara with a degree in Economics and Accounting. Working my way through college and investing in the stock market, I was able to purchase my first condo rather soon and rent out the extra bedroom before I even knew "house hacking" was a thing.
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In 2017 I became a fan of the Bigger Pockets Podcast. Three months later I began my long distance investing journey and put 20% down on a single family home in Florida without ever seeing it in person. Since then I have completed several BRRRs (Buy, Rent, Rehab, Refinance, Repeat), flips, wholesale, traditional, and creative finance deals across Florida and California.
Experience
My first corporate job after college was for one of the world's largest accounting firms where I got to see some of the most complex strategies the wealthy employ to reduce tax.
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As I expanded my own real estate portfolio and tax strategy knowledge, I started to see just how little true real estate tax planning most firms actually provide. After networking with dozens of other investors, the same pattern kept showing up... their CPAs weren't guiding them through the strategies that were saving me tens of thousands every year.
The Firm
In 2023 I started a firm dedicated to real estate tax strategy. After years in public accounting, I saw how most firms operated on volume over value, taking on every type of client and missing the deeper strategies that actually build wealth.
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Our firm exists to change that. We work exclusively with real estate investors, combining tax strategy, entity structure, depreciation planning, short-term rental rules, cost segregations, and 1031 exchanges into one clear plan. Based in California, serving investors nationwide.
Our Team & Mission
Built on Strategy, Trust, and Long-Term Wealth
Guidance Over Guesswork
The CPA Realtor helps high-income earners, business owners, and real estate investors move beyond reactive tax prep and into proactive tax strategy.
We focus on building long-term relationships, not pushing one-size-fits-all plans.
Our mission is to educate you on your options, explain the pros and cons clearly, and provide objective guidance based on what actually fits your lifestyle, goals, and long-term wealth plan.
Short-term rental operators, long-term rental owners, business owners, and high-income W-2 earners often need very different strategies. We help you understand what applies, what does not, and how to make confident tax decisions without getting lost in online noise.
We are not here to sell you the flashiest strategy.
We are here to help you legally reduce taxes, make smarter decisions, and build wealth with confidence.
Nate Meeker, CPA
​CEO & Sr. Tax Strategist
Leading the firm’s strategic planning, creative tax strategy, and wealth-building guidance for high-income earners and real estate investors.
Ethan Ohler, CPA
Tax Manager
Bringing technical precision to the firm’s tax strategy work through compliance review, accurate reporting, and audit-conscious planning.
Riza Lising
Tax Preparer
Supporting the firm’s tax preparation process through detailed document review, P&L analysis, and workpaper organization.
Chaning Marsland
Office Administrator
Guiding the firm’s onboarding process while supporting billing, e-filing, and other key administrative functions.