As early as possible. The right entity structure, capital expense planning, and tax incentives (like the 179 deduction or bonus depreciation) are best leveraged before money hits the ground. We help you build a proactive plan, not just react at tax time.

Yes, and you're not alone. We offer cleanup services tailored for real estate portfolios, from reconciling income/expenses to preparing audit-proof documentation. The sooner we get started, the more we can save you.

We’re not generalists. We live and breathe real estate. That means every recommendation we make — from entity structuring to 1031 exchanges — is focused on protecting your assets, reducing liabilities, and supporting long-term growth.

We do both. Filing taxes is just the tip of the iceberg. We work with clients year-round to create multi-year tax plans designed to reduce your lifetime tax burden, support wealth transfer, and align with your investment goals.