"Real Estate 

Tax GamePlan!"

1-on-1 TAX ADVICE

"Our Planning Offer"

For Real Estate Investors

Up to 10 Properties

ENTITY STRUCTURE & ACCOUNT TIPS

  • Receive expert advice on setting up and managing your entity structures (LLC's, Management Companys, etc.)
  • Get tailored tips on optimizing your bank accounts and credit lines for real estate transactions.

TAX PLANNING MEETING w/CPA

  • One-on-One Planning session with an experienced CPA to discuss your current portfolio and future goals.
  • Develop a customized tax strategy to maximize your deductions and savings.

YEAR-ROUND

CHECK-INS & UPDATES

  • Quarterly check-ins to review your progress and make necessary adjustments.
  • Stay updated on the latest tax laws and how they impact YOU specifically! (Customized to you not a generic solution like some others offer)

SHORT & LONG TERM FORECASTS

  • Sometimes a $0 tax bill is the goal, sometimes spreading those savings over multiple years can capture the MOST savings.  Let us show you!
  • Tax advice is NOT one-size-fits-all.  Together we will plan for BOTH immediate tax savings and long-term financial growth.

ACCESS TO MY RESOURCES

  • Lifetime access to a wealth of exclusive resources, including templates, guides, and educational materials.
  • Stay informed and empowered to make the best decisions for your real estate business.

SOFTWARE RECOMMENDATIONS

  • Real estate accounting software. (Not QuickBooks)

  • Simplify your bookkeeping and generate property reports with ease. (Up to 10 properties)

  • Automated solutions for 1099s, Sales Tax, Lodging & Tourist Taxes (our discount)

Testimonials

With One Stop CPA by your side as your trusted Advisor, your financial journey in real estate will be more than just numbers on a page. It's a roadmap to your financial goals!