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Get the expert advice your largest asset deserves 

As a CPA first and a Realtor second, I put your financial goals above mine.

Contact me today to hear about strategies most realtors either don't know about or are unqualified to consult on.

Selling a Property?

The first question when selling your home should be, "How much tax will I owe?" 

Are you receiving conflicting advice? What about the gain on exclusion you are allowed when residing in a home two out of the past five years? 

Rest assured your questions will be answered clearly and you will have all the information needed to make a decision. 

Unique Strategies

Going beyond traditional advice, I often help clients sell their homes for more while minimizing taxes, if any.​

Selling a Property?

Book a call today for expert insights, and watch a recent video your property could have!

Trillion Real Estate logo

The CPA Realtor collaborates with Tyson Robinson and Trillion Real Estate. A team boasting 500+ 5-star Reviews, 1,300+ Homes Sold, and 16+ Years of Experience.

"Highly recommend Nate! His attention to detail, professionalism and communication are top notch. He is the "go to guy" to for your accounting needs!"

-Channin Brooks

I’ve known Nate for a number of years and have seen his work ethic and attention to detail shine through recent life accomplishments. I can’t recommend him enough for accountancy purposes!

 

-Adam Holzer

Buying a Property?

Are you familiar with assuming a loan, subject-to, or seller finance? As both an investor and your CPA Realtor, I'm always on the lookout for the next best deal.

Discover Unique Opportunities

Explore creative ways to secure your next rental or first home at a competitive interest rate. Sign up below to join my exclusive buyers list and stay informed on unique opportunities.

Buying a Property?

Sign up below to be added to my exclusive buyers list.

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Clients Sharing the CPA Realtor Experience

Nate really understands short term rental investing and related tax rules. Not only is he knowledgeable, he is prompt and detailed in his advice. As an example, he provided a detailed response, referencing specific sections of the IRS code, to my questions regarding the cost segregation and possible negative AMT consequence. For a detail oriented person like me, I appreciated his detailed answer. He did not hesitate to take my call on a Saturday. That says a lot about his approach to business and his customers.

 

-Tae Nam

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