Custom Tax Strategies for those building Wealth through Real Estate

Working Exclusivley with Real Estate Investors since 2017.

Offering Custom Tax Packages to meet your specific needs. Strategic, Accurate , and we understand real estate.

Interested in Full-Service Tax Filing & Strategy?

-Waitlist-

If you are interested in building a fully colaborative relationship with one firm, this package is for you.

Our Full-Service option means we handle the entire process.

We develop your custom tax plan, touch base with quarterly calls, suggest and implement savings strategies, and tie it all together with your year-end tax return filings.

Limited number of openings for this service.

We are not accepting any new clients at this time.

Join the wait-list to be the first to hear about new openings & opportunities to work together.

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Don’t want to wait?

What is a Certified Real Estate Tax Strategist™?

A licensed EA or CPA who has completed over 25 hours of real-estate specific tax education specifically designed by Natalie.

CRETS have passed a comprehensive exam proving an in-depth understanding of real estate taxation.

Planning and Strategy Package

Keep the existing relationship with a tax professional you love

Add the real estate specific advising you need

You don’t need to work exclusively with a real estate specialized tax firm.

You need to work with a tax firm you love.

You may already have a tax firm you love.

Many of us had existing relationships with amazing tax professionals before we began investing in real estate.

We offer customized tax strategies to those building wealth through real estate - and we do so in a collaborative and respectful way.

  • On Average, we find over $13,280 of additional Real Estate Tax Write-Offs

  • An implemented cost segregation strategy resulted in a client having no tax liability for the next three tax years

  • Correcting a client's depreciation in conjunction with the sale of their rental property resulted in a $53,000 gain being tax-free.

  • Our understanding of delayed financing for BRRRR deals allowed us to correct depreciation for a client resulting in a refund of $28,731

  • 35-40% of tax returns with rental properties require amendment or correction to depreciation

  • A client received a refund of $9,789 after we amended their returns to move a short-term rental from schedule C to schedule E

About Natalie

Natalie is an IRS Enrolled Agent and Real Estate Tax Strategist™ with over ten years of experience in real estate.

Frequent Podcast Guest

Bigger Pockets Moderator

Street Taco Aficionado

Founder of the Certified Real Estate Tax Strategist Credential (CRETS)

National Tax Educator & Speaker