We offer a workshop at realty offices many times per year, titled "The Ultimate Tax Guide for Realtors and Real Estate Investors". Please contact us to book a presentation at your location. We work directly with many real estate investors, realty offices, mortgage lenders, house-flippers, and builders. Along the way, we have developed some key real estate tax strategies, working alongside the very best real estate tax planning professionals in the United States. We have the very best to offer to anyone looking to ensure they are getting the absolute best tax benefits for their real estate investments, as well as those who work closely with the real estate industry.
Location, Location, Location:
Knowing Where The Best Tax Planning Strategies Are,
Results in Major Tax Savings
If you’re like most people in real estate, you waste thousands of dollars every year in taxes that you simply don’t need to pay. And if you’re like most people in real estate, you grumble about it on April 15. . . then wait until next year to get the same outcome. Now isn’t that selling yourself short?
What if your taxes simply need a better foundation? What if a move-up to a tax professional specializing in proactive tax planning could literally save you tens of thousands of dollars in taxes each and every year?
I am happy to meet with you, and perform a Free Tax Analysis for you, to identify the hidden problems that are costing you thousands in wasted tax in your annual "tax appraisal". Together we can take your fixer-upper of a tax return, remodel your business structure, and ensure your "closing" every April 15 goes just as planned!
The sad truth is, it doesn’t matter how good your accountant is with a stack of receipts on April 15. By then it’s too late! Very similar to the proper upkeep of a home, the key to beating the IRS is planning. I belong to an elite nationwide organization of professional tax planners, Certified Tax Coaches, and we have seen real estate professional like yourself make the same costly tax mistakes over and over again. I have no doubt your accountant does a terrific job doing what they were trained to do. I just have a different specialty than they do. There’s nothing wrong with bringing in a specialist to get an expert opinion on your tax expense and how your business is organized.
Has your accountant answered all of these questions?
If not, we need to talk! It might just be time for an appraisal.
Call me at 203-767-7197 for your Initial Tax Analysis. I’ll find the mistakes and missed opportunities that cost you thousands in taxes every single year that you legally do not have to pay, then show you how proactive planning can rescue those wasted dollars!
If your taxes are sky high, and you don’t know why, I’m your guy!