Custom Tax Strategies

for those building Wealth through

Real Estate

Working Exclusively with Real Estate Investors since 2017.

Offering Custom Tax Packages to meet your specific needs.

Strategic, Accurate, and we understand real estate.

Full Service Tax Filing & Strategy

We are accepting a limited number of new clients for the upcoming year

If you are interested in building a fully colaborative relationship with one firm, this package is for you.

Our Full-Service option means we handle the entire process.

We develop your custom tax plan, touch base with quarterly calls, suggest and implement savings strategies, and tie it all together with your year-end tax return filings.

Limited number of openings for this service.

As Seen On

A licensed EA or CPA who has completed over 25 hours of real-estate specific tax education specifically designed by Natalie.

CRETS have passed a comprehensive exam proving an in-depth understanding of real estate taxation.