Why work with a specialized CPA firm?
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As you probably already know, one of the perks of investing in real estate are the tax benefits.
Unfortunately, most CPAs are generalists, which means they only scratch the surface of all of the opportunities for real estate investors. The tax code is full of exemptions and allowances that support people buying real estate. The government wants you to do it: it’s as good for the economy as it is for your personal wealth.
Do you feel you’re getting the maximum benefit? A real estate CPA is your best bet at seeing all of the right plays, then making them. If you’re in doubt about whether your general CPA has the right insights to score you big wins, read on.
It’s likely there are four things they aren’t talking about, that could result in (your) money being left on the table.
Download our FREE guide today to learn more about what those strategies are, and who they are the best fit for!
We have a proven track record (FPO H1)
Tax Liability Reduced by:
$62,000+
“Ross gained confidence and clarity that qualifying as a real estate professional was in reach and tranisitioned into a successful full-time investor and agent.”
“Rachael was a successful doctor and Ross was transitioning into full-time investor when they started working with us. Through our guidance, Ross gained confidence and clarity that qualifying as a real estate professional was in reach and transitioned into a successful full-time investor and agent. After acquiring and managing several rental properties they were about to generate over $315,000 in rental losses from their properties, take an IRA distribution of over $50,000 to fund acquisitions, and still reduce their tax liability by over $62,000 from the following year.”
Rachael & Ross - REPS
Tax Liability Reduced by:
$130,000+
“With our guidance he acquired two short-term rentals and he was able to reduce his federal tax liability…”
“Before engaging our firm for tax planning, Joe, a successful Dentist had federal tax liability of $174,000 and an effective tax rate of 24.4%. Through our advisory service we identified that Joe could significantly reduce his tax bills by strategically acquiring short-term rental properties. With our guidance he acquired two short-term rentals and was able to reduce his federal tax liability to only $43,000 and effective rate to only 5.56% the following year. Joe plans to continue using this strategy to minimize his tax liability each year.”
Joe - Short-Term Rental Investor
Tax Liability Reduced by:
$124,000+
“Larry acquired a luxury short-term rental property and was able to reduce his tax liability by over $124,000.”
“Larry, a successful sales representive earned several million dollars in the year he engaged our firm for tax planning. With our guidance, Larry acquired a luxury short-term rental property and was able to reduce his tax liability by over $124,000.”
Larry - Short-Term Rental Investor