The Strategic Authority: Real Estate Accounting & Tax
Stop Paying "Generalist" Taxes. Start Engineering Your Wealth.
Precision Tax Strategy & Accounting for Serious Real Estate Investors, such as STR Hosts, Long-Term Portfolios, Realtors, Professional Flippers, and More.
Are you ready to stop working with an accountant who just records history and start working with an expert who helps you write it? In real estate, generic accounting is the fastest way to leave five figures on the table every year.
As a Solo Enrolled Agent (EA) with 16 years of experience, I provide more than just annual filings. I build tax-efficient systems that protect your portfolio, maximize your cash flow, and ensure your business meets the highest standards of IRS-ready accuracy.
✅ Why High-Volume Investors Demand a Specialist
As an investor, your financial complexity is beyond the scope of a standard tax preparer. My firm is built exclusively to navigate the high-stakes regulations of the property industry:
1. 🏘️ High Rental Income & Tax Liability
The Problem: Your cash flow is strong, but your tax bill is eroding your reinvestment power.
The Specialized Solution: Advanced Depreciation & Cost Segregation. I specialize in reclassifying assets to front-load your deductions. By leveraging 100% Bonus Depreciation, we can often trigger six-figure deductions in Year 1, creating immediate liquidity for your next acquisition.
2. 🔄 Capital Gains & Portfolio Scaling
The Problem: You want to trade up, but the capital gains hit will cripple your buying power.
The Specialized Solution: 1031 Exchange Oversight. I provide the technical guidance to ensure your like-kind exchanges are substantiated and compliant. We manage the basis tracking and reporting so you can defer taxes indefinitely and keep 100% of your equity working for you.
3. 🛡️ Regulatory Compliance & "Trapped" Passive Losses
The Problem: You have losses on paper, but you can't use them to offset your other income.
The Specialized Solution: REPS & STR Strategy. Whether you are aiming for Real Estate Professional Status (REPS) or utilizing the Short-Term Rental Loophole, I structure your record-keeping to meet the IRS "Material Participation" standards, unlocking passive losses to slash your effective tax rate.
🔑 Your Path to Proactive Tax Strategy
I am not a "once-a-year" record-keeper. I am your year-round tax strategist. My full-service model is remote, paperless, and hyper-efficient:
Investment-Grade Bookkeeping: Monthly financials structured for lenders, ensuring you are always "loan-ready" for your next deal.
Substantiated Reporting: Every deduction is backed by rigorous documentation, providing you with substantial authority in all tax positions.
IRS Representation: As an Enrolled Agent, I hold the highest credential issued by the IRS. I have unlimited rights to represent you, meaning I handle all communications with the IRS so you don't have to.
📞 Ready to Unlock Your Tax Advantage?
Don’t let a generalist’s lack of niche knowledge cost you thousands in missed opportunities. Experience the difference that years of real estate specialization makes.