Smart Tax Strategy. Bigger Returns.
Tax Planning for Investors, Business Owners & High-Income Earners
Whether you’re earning $200K+ or scaling your investment portfolio, the right tax strategy can be the difference between average returns and exponential wealth growth. We’re here to help you plan ahead — not just look back.
Need help with services and pricing?
Schedule a FREE Consultation
Why CPA Firms Trust Us for Tax Planning?
Work with Us & Start Tax Planning Today!
By working with INVESTOR FRIENDLY CPA®, your CPA firm can expand its services, generate more revenue, and keep clients engaged—without adding extra workload.
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Built for High-Income Earners & Investors
We specialize in tax strategies for professionals, entrepreneurs, and multi-income earners looking to legally minimize taxes and protect wealth.
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Proactive Planning, Not Reactive Filing
Most CPAs meet with you after the year ends. We work with you before the deadlines to identify deductions, opportunities, and strategies you can implement now.
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Investor-Specific Strategies
We know cost segregation, 1031 exchanges, short-term rental loopholes, passive income strategies, and more.
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Entity Structuring & Income Optimization
The right structure matters. We help you set up and maintain the right legal and financial framework for long-term success.
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Trusted by over 150 businesses across all 50 states, helping them grow and succeed with confidence.
What We Help You Plan For
Investor-Specific Strategies
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Business Income Structuring
Entity Selection & Optimization
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Retirement & Passive Income Optimization
Charitable Giving & Legacy Planning
Quarterly Tax Projections
How we can help
Tailored Tax Solutions for Real Estate Professionals
“An Incredible Experience Working with INVESTOR FRIENDLY CPA®”
We have had an incredible experience working with INVESTOR FRIENDLY CPA®. They are extremely knowledgeable, responsive, thorough, and professional! We have recommended them to our friends as well!
Ariane Ellsberry
Intentional Real Estate Investor
“We Highly Recommend INVESTOR FRIENDLY CPA®”
We highly recommend INVESTOR FRIENDLY CPA®. We utilized their tax strategy support as well as tax preparation services. The team helped guide us through options to consider for tax strategy and ultimately saved us thousands of dollars!
Elaine Nicholson
Strategic Real Estate Investor
"Wonderful to Work With."
Wonderful to work with. If you are an investor at any level or serious about how you can tax plan and save on your taxes then what are you waiting for. IFC has saved us $$$$$ and educated us on how to deploy effective tax strategies every year to save us money and build our investment portfolio. Connect with them, you will be glad you did. We are!
Mark Lopez
Seasoned Real Estate Investor
“Highly Recommend Them to Any Real Estate Investor”
I've worked with INVESTOR FRIENDLY CPA® team for 2 years and very happy I made this choice. Tax planning has been a game changer and they are very knowledgeable about all things related to real estate. You will get a dedicated client manager who will be the primary point of contact for planning and filing. I've been very happy with my manager Ashley C., she is detailed-oriented, knowledgeable, and professional. Thanks to Investor Friendly CPA, I'm able to make smart choices proactively about my real estate transactions during the year that save me from paying thousands in taxes. Highly recommend them to any real estate investor.
Irina Martinson
Empowered Real Estate Investor
“An Incredible Experience Working with INVESTOR FRIENDLY CPA®”
We have had an incredible experience working with INVESTOR FRIENDLY CPA®. They are extremely knowledgeable, responsive, thorough, and professional! We have recommended them to our friends as well!
Ariane Ellsberry
Intentional Real Estate Investor
“We Highly Recommend INVESTOR FRIENDLY CPA®”
We highly recommend INVESTOR FRIENDLY CPA®. We utilized their tax strategy support as well as tax preparation services. The team helped guide us through options to consider for tax strategy and ultimately saved us thousands of dollars!
Elaine Nicholson
Strategic Real Estate Investor
"Wonderful to Work With."
Wonderful to work with. If you are an investor at any level or serious about how you can tax plan and save on your taxes then what are you waiting for. IFC has saved us $$$$$ and educated us on how to deploy effective tax strategies every year to save us money and build our investment portfolio. Connect with them, you will be glad you did. We are!
Mark Lopez
Seasoned Real Estate Investor
“Highly Recommend Them to Any Real Estate Investor”
I've worked with INVESTOR FRIENDLY CPA® team for 2 years and very happy I made this choice. Tax planning has been a game changer and they are very knowledgeable about all things related to real estate. You will get a dedicated client manager who will be the primary point of contact for planning and filing. I've been very happy with my manager Ashley C., she is detailed-oriented, knowledgeable, and professional. Thanks to Investor Friendly CPA, I'm able to make smart choices proactively about my real estate transactions during the year that save me from paying thousands in taxes. Highly recommend them to any real estate investor.
Irina Martinson
Empowered Real Estate Investor
Trusted by over 150 businesses across all 50 states,
helping them grow and succeed with confidence.
helping them grow and succeed with confidence.
Schedule a FREE Consultation
Contact us
Let’s Connect and Create a Tax Strategy That Works for You
We serve clients across all 50 US states, providing seamless, tailored support wherever you live or invest.
Hot Lines
+1 800-522-6091
+1 800-522-6092
+1 800-522-6092
Location
Virtual Firm
We serve all 50 US States
We serve all 50 US States
contact@investorfriendlycpa.com
clients@investorfriendlycpa.com
Socials
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Get Started with Your Free Consultation
Schedule a FREE consultation with us! Please fill out the form with all necessary details so we can come fully prepared to support you. Once your consultation is booked, you'll receive a confirmation email with all the details. Our team will review your information and guide you through the next steps.
Schedule a FREE Consultation
Tools to Power Your Tax Strategy
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We’ve built an entire library of tax planning tools for real estate investors, business owners, and high-income earners—and now, you can get a sneak peek.
This free sample includes select checklists and planning guides designed to help you save more, plan ahead, and make confident decisions throughout the year.
Want a preview of what’s inside? Drop your email and we’ll send the sample straight to your inbox.
This free sample includes select checklists and planning guides designed to help you save more, plan ahead, and make confident decisions throughout the year.
Want a preview of what’s inside? Drop your email and we’ll send the sample straight to your inbox.
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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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