How I can help your business move forward
Tax laws constantly change, making it difficult for business owners and real estate investors to stay informed about all the deductions, credits, and other tax benefits they might qualify for.
These complexities can lead to missed opportunities to save money on taxes or, even worse, mistakes that could result in penalties.
Tax Advisory & Planning
Provide a thorough analysis of your business and personal finances to identify tax-saving opportunities
- Asset protection and legal planning
- Business entity structure consult
- Cryptocurrency tax strategies
- Estate and legacy planning
- Health care tax strategies
- Real estate tax strategies
- Retirement plans tax strategies
- Self-Directing IRA tax strategies
- Maximizing deductions and credits
- Implementing legitimate tax reduction strategies
- Year-round tax planning to minimize liabilities
Bookkeeping & Tax Preparation
We’ll keep your books accurate and up-to-date, ensure you’re compliant with tax laws, and identify opportunities to minimize your tax burden
- QuickBooks tutor
- Monthly financial statement preparation
- Accounts payable and receivable management
- Payroll processing and reporting
- Bank and credit card reconciliations
- Cash flow management and forecasting
- Annual business and personal tax return preparation
- Quarterly estimated tax calculations
- Strategic tax planning to minimize liability
- Identifying and maximizing deductions
- Year-round tax advice and consultation
QuickBooks Training For Real Estate
Unlock the power of QuickBooks for your real estate business.
Gain confidence in managing your real estate finances and save time on bookkeeping.
- Set up chart of accounts
- For landlord, or lender, or investor or developer
- Track income and expenses across multiple properties
- Manage security deposits and tenant ledgers
- Generate key reports for tax preparation
- Automate rent collection and bill payments
Gain confidence in managing your real estate finances and save time on bookkeeping.
Perfect for property managers, investors, and real estate professionals looking to optimize their financial processes.