
Finally found a CPA who gives practical advice
"You are far and away the best CPA I've ever worked with... I've been through probably four or five... I tried going to tax attorneys before and it's always like 'well it kind of depends' rather than just practical advice... You've reduced my stress by a ton."
Josh, Real Estate Investor

Eliminated capital gains taxes with a "lazy 1031" strategy
"We had a long-term rental that we ended up selling... and we won't have to pay any taxes on the capital gains we got on that property... had I not signed up with you in August, I don't know if any of this would be possible."
Johanna, STR Investor

Saved $33,000 in taxes with cost segregation
"Before I started working with you I really felt like I was in the dark... I had like zero knowledge... I didn't even know what a cost segregation was. The benefits [of working with you]... was of course the cost segregation, like being able to save money on taxes... and then another benefit is just being able to have someone there as support."
Audrey, Travel Nurse

Caught a $24,000 mistake by another tax firm
"They insisted that they had experience with short-term rentals... my first tax return came in and I would have gotten $6,000 back... I thought 'that looks a little weird.' They'd forgot my cost segregation study... they had put my short-term rental on my schedule E instead of my schedule C... Now I'm getting $24,000 back from the government... that's a very significant difference."
Amy, Teacher


The Tax Strategy 365 Method gives you a proactive, year-round defense system for your wealth.
It eliminates the "April Surprise" tax bill and shows you the exact steps you need to take to keep your hard-earned money...
Without the stress of a non-responsive CPA, without wondering if you’re "doing it right," and without giving the government a massive interest-free loan every year.
Because let’s face it - you already know real estate is the best way to build wealth. And you KNOW you’re probably overpaying the IRS.
But the part nobody talks about?
The IRS plays the game 365 days a year. They take a cut of every rent check, every flip, and every dollar you earn, every single day.
If you only think about taxes in April, you’ve already lost. To win, you have to play the game against them 365 days a year.
The Tax Strategy 365 Method does the heavy lifting for you. We show you how to make the best decisions for your unique situation with total confidence.

✅ 1-1 Tax Advice From Our CPAs: You'll have a direct 1-1 relationship with one of our Real Estate Expert CPAs
✅ Entity Mapping: Your custom LLC and trust structure mapped out to protect your assets and lower your tax bill.
✅ Check Your Last CPA's Homework: We look at your last 3 years of returns to find the money your old "historian" CPA missed.
✅ Proactive Planning Calls: We don't just talk in April. We meet throughout the year to "call the plays" before the clock runs out.
✅ Direct Access to the Team: No more waiting 3 weeks for an email back. We prioritize speed and availability for our clients with a 48-hr guarantee.
✅ Portfolio Optimization: Deciding exactly when to buy, sell, or do a 1031 exchange based on your specific tax bracket.
✅ Estate & Legacy Planning: Setting up the wills and trusts you need so the government doesn't become the main heir to your estate.
✅ Debt & Refinancing Guidance: How to structure your loans and equity to maximize your interest deductions.
✅ The 365 Community: Access to our private group of high-level real estate investors who are all playing the same game you are.
We provide the tools, the secrets, and the roadmap so you can stop being a "scorekeeper" and start being a strategist.

You'll have a dedicated CPA who will learn your situation, goals, and pain points throughout the year working together. They'll build your strategy and help you implement year-round.

Have a question? Email your CPA and we guarantee a 48-hr response time (usually much faster). No more waiting for days or weeks to hear from your CPA.

Join our weekly Q&A call to get additional questions answered, learn from expert guest speakers, and meet other investors in our community.

100+ hours of educational content. Everything you need to know about different tax strategies, investing accounts, and building wealth tax-free.

Get direct support from our team whenever you need it (not just during tax season), so you're never stuck, confused, or making expensive mistakes.

Get every spreadsheet, calculator, and template we use to track net worth, analyze rental properties, and build your wealth tax-free.
Maximized deductions with cost segregation on four new properties
"I did all four cost segregations for the four newly acquired properties for 2024... learning how to use a profit loss statement, that was tremendous because it really helped me figure out... what type of business expense it is."
Alex, Real Estate Investor

Offset his lifetime pension with real estate deductions
"It really set me in the position to be able to offset my lifetime pension with my real estate so that... I don't have to pay as much to Uncle Sam... being educated and understanding how to use it is key and very clutch."
Glenn, Real Estate Investor

Learned the short-term rental loophole to offset W2 income
"Once I started learning from you about the short-term rental loophole and how we could utilize that to offset our federal tax liability from our W2 income, that was just like mind blowing and awakening."
Shannon, STR Investor

Avoided a stressful 1031 exchange
"We didn't realize what other kind of benefits we could have if we looked at holistically our entire portfolio... we were feeling like we were gonna have to be on the clock like right when Nashville sold we would have to find something... but that was a huge kind of takeaway for us."
Eddie, Software Engineer

Transitioned from W2 to full-time real estate with strategic tax planning
"It's been kind of interesting being a client of yours and just making the transition from a W2 to doing short-term rentals full-time and then... now it's a pretty big business that I'm growing."
Chelsea, STR Co-Host

Found a CPA who actually understands short-term rentals
"I saw your video and listened to a few of your podcasts... and I knew I would have an 'aha moment' but I had so many 'aha moments' during your bootcamp that said 'I need everything he does.'"
Carole, STR Investor

You have an amazing community that's always there to help
It is an amazing community out there. You're never alone... you always wonder like, what am I going to do if X, Y, and Z happens? There are so many people out there that are willing to help and offer guidance... just reach out within probably 30 minutes. I have a response."
Sheena, STR Investor

Got more understanding in one hour than five years of trying
"I've been working on this... like five years. I have been studying. I've paid companies to work with me, and I have probably gotten more understanding in this past hour from you... you really [understood what I needed]."
Kathi, STR Investor





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