Tax Preparation

For Established Real Estate Investors and Business Owners

Get the most favorable tax treatment possible: our team of experts delivers timely, accurate tax prep services.

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Don’t leave your tax returns to just any CPA!

Here's why...

Real estate tax preparation is complex.

Over 80% of the tax returns we review contain errors or missed opportunities.

This can cost real estate investors thousands in taxes over the years.

Many tax preparers aren’t experts on real estate tax codes.

When it comes time to file your returns, our team of expert real estate tax preparers won’t make critical mistakes that cost you money.

Each tax return we prepare goes through three levels of review to ensure everything is filed accurately and you're not missing deductions or opportunities to reduce your tax liability.

Work with a real estate CPA

We focus on delivering the best outcome for every clients. Our team becomes trusted advisors and partners, steering you in the right direction and offering the highest quality tax preparation services. 

Here's the Process:

Document/Information Upload

Once you sign up you will have access to a secure online portal where you will upload all your documents and answer some basic questions about yourself. 

Tax Preparation

Our team will prepare your tax return and review it for accuracy, finding every opportunity for tax savings. 

Delivery & Filing

After we prepare and review your return, we will send it to you for your review before filing it on your behalf.

Meet the Real Estate Tax Preparation Experts

Ryan Bakke, CPA



Andy Lam



Elizabeth Hernandez




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