Why is tax planning so important?
Often taking up 30-50% of your annual income, many taxpayers leave thousands of dollars on the table by never exploring progressive tax planning.
Taxes can be one of your largest expense categories
After several years of doing this 75% of the returns that I review from other tax preparers have mistakes or missed opportunities.
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Shocking, I know. But here’s why…
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Many people dread discussing finances and only talk to their tax professional when it’s too late.
Similar to a report card you received from school, your taxes are a summary of the prior year’s activities. Even if you submit your documents to us shortly after year-end, there’s not much we can do retroactively. At best, we can advise on retirement contributions before the deadline.
If this is you, it’s not too late… well maybe for 2023 it is.
My Solution
Semi-annual and quarterly proactive tax planning sessions offered in my signature and elite packages, respectively. Consider me your CPA on retainer. So you can reduce one of your largest expenses and biggest headaches.
If you’re already an expert and don’t anticipate needing any consulting, I also offer your standard tax preparation services billed at an hourly rate. See below for a detailed breakdown.
Partnering with a specialist
is a strategic business move.
Schedule a free call with me today to go over any questions you have.
Nate really understands short term rental investing and related tax rules. Not only is he knowledgeable, he is prompt and detailed in his advice.
He provided a detailed response, referencing specific sections of the IRS code to my questions regarding the cost segregation and possible negative AMT consequence.
- Tae Nam
"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
