Do You Need Powerful Tax Reduction Strategies?

Based in Kansas City, we provide established real estate investors with tax guidance and year-round access.

Real Estate Is A Great Game, But It Has Its Pitfalls.

With your current accountant:

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Turn-around time for questions, tax planning, and your return takes forever

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You worry it won’t get done at all, you can’t tell if it’s inaccurate, and you don’t know if it would withstand an audit

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You don’t know what you don’t know, but you know you’re not satisfied with what you’re getting

We Get Real Estate Professionals. It’s all we do.

When you work with us, $hit gets done, it gets done right, and it gets done on time.

You can call us any time, year-round, without worrying the clock is ticking.

We’re local, and we know the Kansas City landscape.

You’re In One Of 3 Stages Of Real Estate Investing:

1. When you’re growing:

  • You don’t have enough cash

  • Financing is expensive

  • Inventory is limited

  • You’re not sure if you should partner or not

2. When you’re coasting, you need to:

  • Maintain quality renters

  • Keep day-to-day costs low

  • Maximize cash outflows

3. When you’re ready to exit, you have
    four options:

  • Go fast: You’re out of the properties all at once, but you pay a lot of taxes in year one

  • Go slow: You pay less tax, but you risk the price dropping or the market cooling if you sell over multiple years

  • Defer: Do a 1031 exchange, pay no tax today, but you still have properties on your roster

  • Generational transfer: Your heirs pay no tax, but … you don’t get to hear them say thank you.

There’s A Lot To Know, And You Need A Pro In Your Corner.

Imagine Knowing...

  • You’re maximizing tax savings and deductions every year

  • You’re paying the least possible taxes every year and beyond

  • You have a depreciation strategy that aligns with your real estate goals

Imagine...

  • Having enough cash on hand to manage fluctuations in revenue and expenses

  • Knowing if you qualify for real estate professional status or not

  • Having someone to call for random questions at any point in time

To keep quality high, we work with a handful of select clients.

We only take on clients who:

Have existing proper bookkeeping

Have a minimum of 5 doors (or as an equivalent, pull in $100K of rental revenue or $1M of assets)

Are actively looking for long-term tax strategies

Want an expert on their team

* We don’t work with Airbnbs, short-term rentals, real estate agents, or flippers at this time.

We’re not the cheapest, but we’re worth it.

Our clients routinely save between $15,000 and $300,000 annually when they start working with us and implementing our strategies.

Depending on your needs, custom accounting and tax packages begin at $7,500 per year. More complicated situations are custom-priced and may cost $15,000+ per year.

If you’re still reading, it’s because you might be interested.

Good news!  We are currently accepting applications for tax year 2024.

Here’s what to do next:

We will reply by email within 7 days with one of the following responses:

  • inviting you to a (non-salesy) complimentary discovery call to determine if we’re a good fit for working together.
  • informing you we’re not a great fit for working together at this time.

We look forward to the opportunity to meet you.