Our mission
The problem
Real estate investing creates financial complexity that generic accountants are not built to handle. The wrong advice at the wrong moment can cost you more than your annual tax bill.
Entity structuring is a minefield
LLCs, S-corps, partnerships, and DSTs layered across multiple deals create liability exposure and tax drag if they are not structured intentionally from the start.
Tax planning can’t wait until April
Bonus depreciation, QBI deductions, and capital gain timing decisions need to be made during the year, not after the fact when options run out.
Compliance never stops
Cost segregation, depreciation recapture, 1031 deadlines, passive activity rules, and 1099s across contractors. The IRS pays close attention to real estate investors.
Cash is hard to see clearly
Between equity, debt service, reserves, and distributions, knowing your actual liquidity position across a portfolio is harder than it should be.
How we can help
We work with real estate investors year-round, not just at tax time. Two core services built around what operators actually need.
Tax strategy and advisory
Proactive planning before, during, and after every deal. We identify what is available, structure it correctly, and make sure nothing is left on the table at year end.
Fractional CFO
Financial oversight across your portfolio without a full-time hire. Clear reporting, cash visibility, and a strategic partner when you are making capital decisions.
Tax compliance
All your returns filed accurately and on time across every entity in your structure. And if the IRS sends a letter, we handle it.
Why work with us
Enrolled Agent
Federally licensed to represent you before the IRS, not just file your returns.
Bay Area based
Local to one of the most complex real estate markets in the country. We know the landscape.
Real estate focus
We work exclusively with investors and operators. This is not a sideline, it is the practice.
International real estate
Experience with cross-border holdings including FIRPTA, treaty positions, foreign entity structures, for international investors.