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Tax Planning and Compliance

Our tax planning and compliance services, led by a real estate CPA, are designed to help you navigate complex tax regulations and optimize your tax strategy for real estate investments.  

Business and Individual Tax Planning Services

Business Tax Preparation

Income Tax Preparation for Individuals

Accounting and Bookkeeping Services

Accurate Accounting for Real Estate
Professionals

Our accounting and bookkeeping services ensure your financial records are up to date and accurate. Trust a real estate accountant to keep your business finances in order, so you can focus on growing your investments.

Financial Statement Preparation

Financial Reporting

General Ledger Review

Bank Reconciliations

QuickBooks Setup and Review

CFO Services

Strategic Financial Management for Real Estate

Our CFO services, led by a real estate CPA, provide valuable insights into budgeting, cash flow, and performance analysis to help you drive growth.  

Strategic Planning

Financial Accounting and Reporting

Budgets and Forecasts

Cash Flow Management

Operational and Proccess Improvement

Month-End & Year-End Closings