Real Investors. Real Savings.

We don't do generic tax prep, and it shows. Here's what happens when your tax strategy finally catches up to your portfolio.

Some Quick Stats

$2B+

in assets owned by our clients

$20K–$50K+

typical annual tax savings per client

4.8

★★★★★

Google rating · 19 reviews
Read our reviews →

Figures reflect commonly reported client outcomes and are not typical or guaranteed; your results will vary based on your situation, income, and the strategies that apply to you.

In Their Words

Investors Who Outgrew Their CPA

Audrey

Out-of-state STR investor

“I felt like you were not only a tax advisor but also a mentor, because you had your own investments and were able to teach me a lot, the different terms, what to go for, and what wasn't really a good investment. If I'd done my taxes on my own, I don't think I would have had that result at all.”

★★★★★

Amy Hubbard

W-2 earner & short-term rental investor

“My first tax return came back and I would've gotten about $6,000, but based on what I'd learned from you, it didn't make sense. They'd forgotten my cost segregation and put my short-term rental on the wrong schedule. I pushed back and advocated for myself, and it came back that I'm getting $24,000 back from the government. That's a very significant difference.”

★★★★★

Sheena Steyn

Short-term rental investor

“We're a year in with five short-term rentals now. It's scary at first, but it's not as bad as you probably think. There's help, and you're never alone. My advice is don't wait. I didn't know if the IRS was going to write that check, but they did.”

★★★★★

Kathi Richards

Real estate investor

“I've been working on this for about five years, studying, paying companies to work with me. I've probably gotten more understanding in this past hour with you than in all of it. I finally found somebody who understands and hears me. He's not cookie-cutter.”

★★★★★

Glenn Delmendo

Real estate investor

“I draw a pension, and this set me up to offset my lifetime pension with my real estate, so I don't have to pay as much to Uncle Sam. It's right there in the IRS rulebook, and being educated and understanding how to use it is key, and very clutch. Ryan, Kevin, Mason, and the entire team have all been great about that.”

★★★★★

Johanna Fisher

Real estate investor

“Between my short-term rental losses, the cost seg, and selling a long-term rental, we won't have to pay any taxes on the capital gains, what you all call a lazy 1031. Had I not signed up with you, I don't know if any of this would be possible. It's more than paid for itself.”

★★★★★

Alex Ebied

Real estate investor

“I did all four cost segregations for the four properties I acquired in 2024, and I learned about the home-office deduction, deducting travel mileage, and how to use a profit-and-loss statement. That was tremendous. It really allowed me to grow this year, scaling and considering other businesses.”

★★★★★

Josh Silvis

Real estate broker & investor

“You are far and away the best CPA I've ever worked with, and I've been through probably four or five. You've taken a ton of stress off me, and now I feel confident that we're going down the right path.”

★★★★★