Our Approach
Tax strategy selection and implementation methodology.
Service Areas
Real Estate Tax Planning
Cost segregation studies, short-term rental strategies, Section 8 housing optimization, and passive loss planning for property owners.
Business Tax Reduction
S-Corporation structuring, QBI deduction optimization, equipment rental businesses, and entity selection for operating companies.
High-Income Strategies
PTE tax election for SALT cap mitigation, Augusta Rule implementation, and income timing strategies for W-2 earners with business income.
Capital Gains Planning
Qualified Opportunity Zone investments, charitable contribution strategies, and tax-deferred exchange planning.
Strategy Selection
30-Minute Consultation
Initial assessment to evaluate applicable strategies based on income, business structure, and tax situation.
Cost-Benefit Analysis
Calculate projected tax savings against implementation costs.
Engagement & Implementation
Sign engagement letter. Plan and strategize. Implement selected strategies.
Schedule Consultation
Contact us to review your tax situation and identify applicable strategies.