Finally - a CPA
that understands
Real Estate investing
Book a time on my calendar to work with a tax strategist, not just a tax preparer. Together we will develop a plan to minimize your income tax and grow your rental portfolio.
As a business owner and real estate investor, I stay current with every tax saving strategy and pass that valuable info to my clients.
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I help real estate investors just like you scale their portfolio from 1 to 20+ units maximizing every tax benefit along the way.
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Read more about my story below.​​
Tax Planning
Small Business Owners
"Nate is great to work with. He answered every question as well as gave good advice for how changes would impact my future tax liability. I would recommend him to anyone looking for tax preparation services, especially those with real estate investments.
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- Christopher Otani
This is my journey as
a CPA and Real Estate Investor
Education
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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.
Work Experience
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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.
Present Day
In early 2023, with the support of my wife and enough rental income to take the leap, 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.
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 Southern California, we proudly serve investors nationwide.​​​