Have You Outgrown Your CPA?

Get a real estate expert tax advisor in your corner to maximize your investment property tax benefits and your family's wealth.

Book a Free Tax Strategy Call

Trusted by investors across the US

What a Real Estate Tax Advisor Does That Your CPA Doesn't

Most investors overpay on taxes because their CPA only looks at one piece of the puzzle. We look at the full lifecycle of your portfolio, from acquisition to exit.

Acquisition Strategy

Entity structuring, cost segregation timing, and financing strategies that set up every deal for maximum tax advantage from day one.

Ongoing Optimization

Annual tax planning, REPS qualification, STR loophole strategies, and proactive moves that compound savings year after year.

Exit Planning

1031 exchanges, installment sales, opportunity zones, and exit strategies that protect your gains when it's time to sell.

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Investors Who Outgrew Their CPA

Best CPA After Going Through Four Others

"You are far and away the best CPA I've ever worked with. And I've been through probably four or five."

Josh, RE broker/investor

★★★★★

Caught CPA Errors, Got $24K Back Instead of $6K

"It came back and I'm getting $24,000 back from the government... that's a very significant difference."

Amy, W-2 earner + STR investor

★★★★★

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Meet Ryan Bakke, CPA

Founder

Ryan is a CPA and real estate investor who built Tax Strategy 365 around one simple belief: real estate investors deserve a tax advisor who plans ahead, not one who just files a return in April.

He started his real estate investing journey in 2021, and since then has built a nationwide portfolio of his own, practicing the same strategies we use with our clients to pay little to nothing in taxes.

He's helped thousands of investors and high-income professionals legally cut their tax bills with proactive strategy: cost segregation, the short-term rental loophole, REPS qualification, and smart entity structuring. He shares the same playbook every week on The Ryan Bakke Show.

More About Our Firm

Common Questions

If your CPA handles your tax preparation and filing, that's great, and you can keep them. What most CPAs don't do is proactive tax planning, and that's what we specialize in. We build the strategy; they can file the return. If you also want a new team for tax prep, we do that too, but only for clients building proactive strategies with us.

It depends on your portfolio and income, but our clients typically save $20K-$50K+ per year. On a strategy call, we'll identify the gaps in your current tax plan and show you exactly what it looks like to get those solved with our team.

It's a free call where we look at your portfolio, income, and current tax situation. You'll leave with a clear picture of the gaps in your current tax strategy and what it would look like to get those solved with our team.

Probably not. Most of the strategies we implement (cost segregation, entity restructuring, REPS qualification) can be applied mid-year. The earlier you start, the more deductions you can capture.

Some things we handle in-house, and some we work through trusted partners (cost segregation, entity structuring, etc.). Across our clients, the time spent implementing their tax strategy versus the money they save is some of the highest dollar-per-hour work they do all year.

Book a Free Tax Strategy Call

Takes about 2 minutes. We'll review your portfolio and income and show you what your current CPA is leaving on the table.