How To Know If Your CPA Really Understands Real Estate
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Watch me review real tax returns and how we fixed them 👇
We've saved our clients $14M in taxes since 2021
Here are their stories:
Audrey // Travel Nurse + Short-Term Rental Investor
Income: $180k
Tax Savings: $33,120
Brian // Mortgage Loan Officer + Real Estate Investor
Income: $869k
Tax Savings: $102,860
Amy // Teacher + Short-Term Rental Investor
Amy had her returns filed by her local CPA, but they didn't understand real estate and repeatedly made mistakes.
She brought her returns to us and we found $24,000 of tax savings her past CPA didn't catch.
Want me to evaluate your tax return for free?
Ross & Jen // Short and Long-Term Rental Investors
Started working with us in 2021, owned 1x LTR and 1x STR.
Today, they own 5x properties, and pay less in taxes than when they had 2
Jon // Business Owner + Real Estate Investor
Jon had his past accountant prepare his return for 2022, but the tax bill seemed higher than it should be...
He brought it to us for a review and we found $65,000 in missed savings!
Jenny // Short-Term Rental Investor
Was told by her past CPA that her STRs didn't qualify for tax benefits.
She came to us, and we found $90,000 of tax savings from prior years!
Trevor // Realtor + Real Estate Investor
Trevor was set to owe $60,000 in taxes when he came to work with us.
We helped him buy a short-term rental for $60,000 down, taking his tax bill down to $21,000. The US government essentially paid 2/3 of his down payment!
Want me to evaluate your tax return for free?
We've saved our clients $10M since 2021
Here are their stories:
Audrey // Travel Nurse
Income: $180k
Tax Savings: $33,120
Brian // Mortgage Loan Officer
Income: $869k
Tax Savings: $102,860
Amy // Teacher + Short-Term Rental Investor
Amy had her returns filed by her local CPA, but they didn't understand real estate and repeatedly made mistakes.
She brought her returns to us and we found $24,000 of tax savings her past CPA didn't catch.
Want me to evaluate your tax preparation plan for free?
Ross & Jen // Short and Long-Term Rental Investors
Started working with us in 2021, owned 1x LTR and 1x STR.
Today, they own 5x properties, and pay less in taxes than when they had 2
Jon // Business Owner + Real Estate Investor
Jon had his past accountant prepare his return for 2022, but the tax bill seemed higher than it should be...
He brought it to us for a review and we found $65,000 in missed savings!
Jenny // Short-Term Rental Investor
Was told by her past CPA that her STRs didn't qualify for tax benefits.
She came to us, and we found $90,000 of tax savings from prior years!
Trevor // Realtor + Real Estate Investor
Trevor was set to owe $60,000 in taxes when he came to work with us.
We helped him buy a short-term rental for $60,000 down, taking his tax bill down to $21,000. The US government essentially paid 2/3 of his down payment!
Want me to evaluate your tax preparation plan for free?
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