Smart Tax Strategy for Real Estate Investors

Whether you’re flipping, holding, building, or scaling, your real estate tax plan should be just as strategic as your deals. As a Certified Real Estate Tax Strategist (CRETS) and IRS Enrolled Agent, I help investors and developers minimize taxes, stay compliant, and maximize long-term wealth.

Tax Planning That Works for You

  • Custom strategies tailored to your real estate goals

  • Knowledge of IRS elections required for specific real estate activities

  • Legal, ethical planning grounded in the tax code and IRS guidance

Real Estate-Savvy Tax Prep

  • Business and personal returns prepared with a real estate lens

  • Accurate reporting of rentals, flips, land, and more

  • Entity structuring and expense tracking to support your strategy

Audit & Compliance Protection

  • Full audit defense if needed, We speak to the IRS so you don’t have to
  • Preventative planning that helps you avoid red flags and stay confident

Guidance for All Real Estate Models

  • We support a wide range of investors — from short-term rentals to long-term buy and hold and Real Estate Professionals

  • Every client gets a personalized, thoughtful approach

Why Clients Choose Us?

We don’t just file returns. We build tax strategies with your real estate journey in mind. As a CRETS, I research tax law and apply the appropriate strategies, including those backed by real tax court cases — to reduce what you owe and protect what you’ve built.

Ready to Keep More of What You Earn?

Let’s talk about how your taxes can work better for you.

Click below to schedule your discovery call.