Our Services
Tailored Services to Maximize Savings and Build Wealth
We know every client’s financial situation is unique, which is why our services are flexible and customized to your goals. Whether you’re a business owner, real estate investor, or high-income professional, we create strategies designed to minimize taxes, protect income, and grow wealth. Our approach aligns our expertise with your vision, ensuring your financial plan supports both your personal and professional aspirations.
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Tax Preparation
We make tax preparation simple, combining precise filings with strategic planning to maximize savings and ensure full compliance. Our experienced team works to minimize liabilities while providing clarity and peace of mind, so you can focus on growing your wealth.
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Bookkeeping
We handle the day-to-day details of your business finances, from accurate bookkeeping to organizing your records for tax preparation and strategic planning. Our goal is to provide clear, reliable financial insights so you can focus on running and growing your business with confidence.
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Tax Planning
Proactive tax planning is the key to growing wealth and can be a game-changer for your financial strategy. It goes beyond filing taxes, analyzing your income, investments, and business activities to reduce liability, maximize deductions, and optimize your financial structure.
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Tax Preparation
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We make tax preparation simple, combining precise filings with strategic planning to maximize savings and ensure full compliance. Our experienced team works to minimize liabilities while providing clarity and peace of mind, so you can focus on growing your wealth.
Personal Tax Returns
IRS Notice Response
Business Tax Returns
State Notice Response
Extension Calculations
Audit Support (Separate Engagement)
Estimated Tax Calculations
New Business Formation
Retirement Contribution Planning
EIN Application Support
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Bookkeeping
We handle the day-to-day details of your business finances, from accurate bookkeeping to organizing your records for tax preparation and strategic planning. Our goal is to provide clear, reliable financial insights so you can focus on running and growing your business with confidence.
Historical Financial Statements
Financial Planning for Businesses
Personal Financial Planning
Budgeting
Cashflow Management
Accounting System Consultation
New Business Formation Consultation
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Tax Planning
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Proactive tax planning is the key to growing wealth and can be a game-changer for your financial strategy. It goes beyond filing taxes, analyzing your income, investments, and business activities to reduce liability, maximize deductions, and optimize your financial structure. Our expert team helps hundreds of high-income earners, real estate investors, and business owners implement strategies that protect and grow their wealth over the long term.
Comprehensive Tax Planning for Individuals and Businesses
S-Corp Payroll Optimization (QBI)
Real Estate Purchase Threshold Analysis
Retirement Plan Strategy Comparison
Consultation on Tax-Efficient Entity Structure
Real Estate Portfolio Optimization
S-Corp Cost-Benefit Analysis (Paying Spouse)
Complete Real Estate Deal Analysis & Underwriting
Tax Savings Calculation With & Without Real Estate
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Area of Expertise
Tax Solutions for Real Estate Investors, Business Owners, and High-Income Professionals
We uncover tax-saving opportunities that others miss, from optimizing entity structures to unlocking hidden deductions. Our proactive strategies help investors, business owners, and high-income professionals maximize savings, protect income, and build lasting wealth.
Strategic Tax Preparation & Planning
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Real Estate Tax Credits, Incentives & Deductions
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Tax-Efficient Entity Structuring
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Real Estate Bookkeeping & Cash Flow Management
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Strategic Tax Preparation & Planning
Tax Preparation
We go beyond basic filings. Our team works with business owners, high-income earners, and real estate investors to ensure every deduction and credit is maximized. We take a strategic, compliance-first approach to help you keep more of what you’ve earned—based on what’s already happened and where you stand financially.
Tax Planning
Tax planning is proactive, not reactive. We partner with clients—especially business owners and real estate investors—to build smart, tax-efficient strategies throughout the year. With ongoing support and planning calls, we help you take control before tax season hits, so you’re set up to save more and scale with confidence.
How We Help Investors Save on Taxes
Tax Reduction Strategies: Minimize taxable income while growing your portfolio.
Short-Term vs. Long-Term Rental Tax Planning: Understand different tax treatments.
1031 Exchanges & Capital Gains Tax Reduction: Keep more profit when selling.
Real Estate Professional Status (REPS) Benefits: Leverage tax perks for active investors.
Self-Employed & Business Owner Tax Optimization: Maximize write-offs if you own an LLC, S-Corp, or rental business.
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Stop Overpaying in Taxes—Let’s Maximize Your Deductions.
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Real Estate Tax Credits, Incentives & Deductions
Maximize Your Real Estate Tax Savings
Real estate investors leave thousands of dollars on the table each year by missing out on tax credits, incentives, and deductions. At INVESTOR FRIENDLY CPA®, we make sure you take full advantage of every tax benefit available at the federal and state levels.
Top Real Estate Tax Deductions & Credits
Mortgage Interest Deduction: Reduce your taxable income with this key benefit.
Depreciation Deduction: Write off property wear and tear over time.
Cost Segregation Studies: Accelerate depreciation for greater upfront tax savings.
1031 Exchange Tax Benefits: Defer capital gains taxes when selling properties.
Energy Efficiency Tax Credits: Earn incentives for eco-friendly property upgrades.
Tax Strategies for Short-Term & Long-Term Rentals
Whether you own short-term or long-term rental units, we structure your deductions properly so you don’t overpay in taxes.
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Get a Real Estate Tax Strategy That Works for You.
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Tax-Efficient Entity Structure for Real Estate Investors
Maximize Tax Savings & Protect Your Investments
Choosing the right business structure is one of the most important financial decisions a real estate investor can make. At INVESTOR FRIENDLY CPA®, we specialize in helping investors determine whether an LLC, S-Corp, C-Corp, or partnership is the best fit for their tax and asset protection goals.
Which Entity Structure is Right for You?
LLC (Limited Liability Company): Best for liability protection and flexible tax options.
S-Corporation: Ideal for reducing self-employment taxes and optimizing profits.
C-Corporation: Suitable for large-scale investors with long-term growth strategies.
Partnerships: Great for real estate partnerships and joint ventures.
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Real Estate Bookkeeping & Cash Flow Management
Stay on Top of Your Finances with Expert Real Estate Bookkeeping
Managing rental property finances can be overwhelming. At INVESTOR FRIENDLY CPA®, we provide real estate investors with professional bookkeeping services to keep their income, expenses, and tax records organized and optimized for maximum tax savings.
Why Real Estate Investors Need Professional Bookkeeping
Track Income & Expenses Easily: Know exactly where your money is going.
Maximize Deductions: Proper record-keeping ensures you claim every write-off.
Financial Reports for Smart Decision-Making: Get detailed profit & loss statements.
Cash Flow Management: Avoid financial surprises and plan for the future.
IRS Audit Protection: Accurate records minimize audit risks.
Monthly Bookkeeping & Accounting Services
We handle your real estate accounting needs so you can focus on growing your investments.
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We specialize in tax planning strategies that help reduce your liabilities and boost profits, fueling your growth and long-term financial success.
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