REAL ESTATE INVESTORS!
We help you cut your tax bill by 20% (or more).
Build Tax-Free
Wealth in 3 Easy Steps
Apply to work with us to build wealth instead of the IRS' bank accounts...
STEP # 1
Discovery
Let's get started by understanding your current situation. What kind of work do you do, and how are you hoping to build wealth? This will help us identify any missed opportunities in the past and create a solid plan for your financial future.
STEP # 2
Planning
We'll take a deep dive into your finances by reviewing your past tax returns, your current portfolio, and your future plans & goals. Then, we'll schedule a call to discuss a customized game plan that helps you legally reduce your tax burden.
STEP # 3
Implementation
We'll hold your hand to help you execute! We'll provide ongoing support after delivering your tax plan. We're happy to answer your emails and questions! Ryan even hosts a weekly live office hours call for you to get expert answers directly.
Investing Made Simple
I've made it my mission to help real estate investors (just like you and me) create generational wealth and build a better life. Every family has that one person who's going to change their family tree forever, and I'm doing everything I can to guide you along that path.
Tax Strategy Blueprint
Strategy to implementation, we can walk you through it all.
Service # 1
Tax Strategy
Create a tax plan for your upcoming year situation!
Service # 2
Tax Filing
We offer personalized tax preparation services, maximizing deductions while ensuring compliance with tax laws.
Service #3
Cost-Segregation Studies
We specialize in cost segregation studies, identifying and maximizing depreciation deductions to optimize tax savings for property owners.
Client Success Stories
Explore how our tailored tax strategies transformed clients' financial landscapes, unlocking savings and ensuring compliance for individuals and businesses alike.
Bought 3 new rentals!
Ross and Jen started off working with Ryan when they only had 1 LTR and 1 STR and have since grown to a portfolio to 5 properties by using the tax benefits and wise investments to fuel their portfolio growth! Ross and Jen are members of our Tax Strategy 365 service!
Ross and Jen Dickson
Saved $33,120 in taxes!
Audrey is a travel nurse who we helped buy a Short-Term Rental in Orlando. Audrey took that $33,120 that she saved and used it to fund her next Short Term Rental Deal!
Audrey is a member of our Tax Strategy 365 service!
Audrey from California
Fixed a $102,781 tax mistake!
Brian is a real estate professional who was working with a CPA who wasn't a tax strategist. Once hiring us through our VIP Tax strategy service we were able to identify and fix prior year tax return mistakes for Brian.
Brian from Illinois
Now taking
clients for 2024 Tax Planning
If you are a real estate investor paying too much in taxes apply below!
Hear Our Client Success Stories
Ryan Bakke, CPA
Taxes will be the largest expense of your life.
The second biggest expense is the cost of not knowing how to save $10,000s+ a year in taxes.
I pride myself in knowing that I help 400+ Real Estate Investors per year save money on their largest lifetime expense!
If you are the person in your family that is going to change your family tree - I want to work with YOU!
Meet the Team
Austin Prevost, CPA
Director of Tax Strategy 365
Austin grew up in Nashville and comes from a large family of real estate investors. He has over 5 years of experience as a CPA and started out his career in Big 4 at Deloitte.
Austin prides himself in adding value to our clients by identifying their needs. He has extensive experience working one on one with real estate investors to develop and implement a tax strategy plan that optimizes tax savings.
Laura Bucko
COO of Tax Strategy 365
Overseeing daily operations, and the new client consultation. She is also a real estate investor and developer specializing in short-term rentals and single-family home developments.
Elizabeth Hernandez, CPA
Tax Manager
Elizabeth will be overseeing your tax return preparation. She will be the point of contact to help get you the most money back on your tax return!
Elizabeth is a Real Estate CPA and Investor herself!
Resources
Access our array of free resources designed to empower you on your journey to financial prosperity.
The LearnLikeaCPA Podcast
Weekly episodes on tax, investing, and entrepreneurship
Free Templates
Valuable tools, templates, and educational content for real estate investors
Free Community: Tax Strategies for Real Estate Investors.
Join the Free Community of over 10,500 Real Estate Investors!
Limited spots
left for 2024 Tax Planning
If you're real estate investor paying too much in taxes apply below!
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