Advisory with Tax Preparation
Specializing in Advisory with Tax Preparation, my expertise combines real estate finesse with personalized financial guidance.
Taxes can be one of your largest expense categories.
Often taking up 30-50% of your annual income, many taxpayers leave thousands of dollars on the table by never exploring progressive tax planning.
After several years of doing this 75% of the returns that I review from other tax preparers have mistakes or missed opportunities.
Shocking, I know. But here’s why…
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 is 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.
I’ve never paid this much for tax preparation services before, why should I start now?
The real estate tax code is more complex than your standard business. Unaware or sometimes in too much of a rush, many generalist CPAs overlook valuable opportunities and make mistakes that could cost you lots of money.
As The CPA Realtor, I pride myself on accurate preparation and in-depth knowledge to maximize your tax savings. I review every return as if it were my own.
Other Real Estate CPA firms are charging $5,000 minimums for access to the same information. With a virtual office format I am able to provide you the same expertise at a competitive price.