Audit Defense For Real Estate Investors
If you're a landlord, you're already on the IRS's radar, especially if you're claiming Real Estate Professional Status (REPS), and even more so if you're leveraging the Short-Term Rental (STR) Loophole.
Our team not only specializes in defending these strategies, we actually coined the term "STR Loophole."
The two biggest factors that make or break your case? Proving material participation and maintaining a rock-solid audit log.
If you choose to work with us, we have a high degree of success defending audits related to:
- Real Estate Professional Status
- Short-Term Rental Strategy
- Schedule E vs. Schedule C
- Material Participation
- Grouping -9 Election
- Time Logs
- Cost Segregation Studies
- Business Deductions
What is Tax Resolution?
Tax resolution is the process of addressing and resolving tax problems with the IRS or state tax authorities.
IRS Audits are painful.
The IRS has one goal—to collect as much money from you as possible.
Without the right representation, you could end up paying more than necessary.
Our tax resolution services are designed to help real estate investors achieve the best possible outcome.
Even if you've taken an incorrect tax position, we work to minimize penalties and reduce your overall costs.
Whether your audit is smooth or challenging, we’ll advocate on your behalf every step of the way.
What to Expect
Our Process:
Step 1: Secure your representation by signing an engagement letter and retainer.
Step 2: We meet with you to conduct a thorough review of your tax positions, supporting documentation, and outline the best path forward.
Step 3: We represent you in meetings with the auditor, ensuring a strong and strategic defense.
Step 4: We work diligently to achieve the best possible outcome in the shortest time frame.
Tax Resolution isn't about being perfect. It's about being prepared.
Our Tax Resolution Services
Our team of real estate tax experts will walk you through every step of an IRS audit and get you the best result possible.
Audit Representation
If the IRS is auditing you, we step in and handle the back-and-forth. This includes reviewing the documents in question, examining the requests in a 1:1 planning call, coaching on best practices, and prep on what to expect.
Penalty
Reduction
Many penalties can be reduced or even eliminated—if you know the right approach. We will comb through your records to determine what the auditor or your former CPA may have missed.
Payment Plans or Settlements
Whether it’s an installment agreement or an Offer in Compromise, we help you negotiate a manageable way to resolve your tax debt.
Lien or Levy Removal
If the IRS has placed a lien on your property or levied your accounts, we can guide you on best practices to work with the IRS on lifting these restrictions.
Case Studies
These success stories aren’t just about luck—they’re about preparation, meticulous documentation, and expert representation.
Client Success Stories
$212,337 in Back Taxes Reduced to $298
We substantiated a client’s retroactive cost segregation study and crypto mining depreciation, leading to a nearly complete elimination of their liability.
Podcast Saves STR Investor from Costly Audit
A short-term rental (STR) investor facing an IRS audit credited our podcast for helping him prepare. Because he followed our guidance from the start, he had the right documentation in place.
Grateful for the insights, he engaged our team for expert audit defense. Now, we’re working to secure the best outcome, ensuring his tax strategy holds up under scrutiny.
$3,500 Accuracy-Related Penalty Abated
A new client came to us for audit help after their prior CPA failed to report a 1099 and a K1, leaving them vulnerable to penalties. We identified these issues in the first call, gathered emails from the prior CPA admitting the oversight, and successfully argued for reasonable cause abatement, saving the client $3,500.
Six-Figure Tax Threat Neutralized
For a client audited on their Schedule C and Short-Term Rental (STR) activities, we successfully substantiated material participation, resulting in a no-change audit.
Long-Time Client Avoids Tax Liability in IRS Audit
One of our long-time clients was audited for the 2021 tax year. Fortunately, because they had been working with us, their documentation was rock solid.
The IRS examiner specifically noted that the detailed records we provided—including expense verification, entity payments, and a well-organized summary sheet—were instrumental in their decision.
The result? A no-change audit.
Frequently Asked Questions
Tax resolution services are designed to help individuals and businesses address and resolve tax issues with the IRS or state tax authorities..
