Tax Prep That Knows Your Assets
Specialized Tax Preparation for Investors, Business Owners & High-Income Earners
You don’t just have a W2 and a few deductions. You’ve got complex income — and you need a CPA who actually understands it.
Need help with services and pricing?
Schedule a FREE Consultation
Why Work with INVESTOR FRIENDLY CPA® for Tax Preparation?
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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We Speak Real Estate, Business, and Passive Income
From rental properties to RSUs, capital gains to K-1s — we prepare tax returns with an investor-savvy lens.
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More Than Just Data Entry
We don’t just plug in your numbers. We make sure you’re getting every deduction you’re entitled to — and that your filings align with your overall strategy.
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Compliance with Confidence
We minimize audit risk, stay ahead of IRS changes, and help you file with full accuracy and transparency.
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Year-Round Support
Have a question in July? Planning to sell in Q3? We’re not seasonal. We’re your tax partner year-round.
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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
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Individual Returns (1040 + Schedules A, C, E, etc.)
Partnership & S-Corp Returns (1065, 1120-S)
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Real Estate & Passive Income Reporting
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Short-Term Rental & Airbnb Filings
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Crypto, Stock, and Capital gains reporting
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Multi-State Tax Filings
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.
From checklists to planning guides, our resources are designed to help you save more, plan ahead, and make confident decisions—all year long. Get instant access!
Just drop your email, and we’ll send the downloads 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.
From checklists to planning guides, our resources are designed to help you save more, plan ahead, and make confident decisions—all year long. Get instant access!
Just drop your email, and we’ll send the downloads 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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