Do You Need Powerful Tax Reduction Strategies?
Based in Kansas City, we help multi-property investors turn tax planning into a wealth-building tool.
Strategic Tax Planning for Established Real Estate Investors
Thoughtful, long-term tax strategy for multi-property investors who have outgrown basic compliance and want clarity around what comes next.
We work with residential and commercial real estate investors with $1M+ in assets and six-figure annual rental revenue who want tax decisions to support long-term cash flow, flexibility, and portfolio durability.
This is not reactive tax prep. This is strategy.
Strategy-first. Selective by design. Built for real portfolios.
15+ years working with real estate investors
Multi-property, multi-entity experience
Residential and commercial portfolios
Year-round planning, not filing-season conversations
Real Estate Is A Great Game, But It Has Its Pitfalls.
Typical Advisors Give You Compliance Only.
We Give You Strategy.
Are you tired of:
• Answers only during filing season
• No visibility into tax consequences before year-end
• Reactive preparation without planning
We focus on forward-looking tax strategy that aligns with your real estate goals.
We Get Real Estate Professionals. It’s all we do.
Most investors do not have a tax problem. They have a strategy gap.
Many real estate investors are doing “fine” on paper but still feel uncertain about whether their tax decisions are actually working for them.
Common signs of a strategy gap include:
Tax conversations that only happen after the year is over
Entity structures that no longer match the portfolio
Depreciation taken without understanding long-term tradeoffs
Decisions made in isolation instead of as part of a multi-year plan
Compliance tells you what already happened.
Strategy helps you decide what to do next.
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.
How We Approach Real Estate Tax Strategy
Our work is intentionally strategy-first, not transactional.
Every engagement centers around:
Entity structure and alignment with portfolio goals
Depreciation timing and long-term impact
Income smoothing and tax bracket management
Planning across multiple years, not just one return
Advanced strategies (including cost segregation) are coordinated when they create meaningful value. Just as importantly, we are direct when restraint is the smarter move.
We do not focus on short-term rental strategy by choice. Our work is best suited for investors building durable, long-term portfolios who value clarity over complexity.
To keep quality high, we work with a handful of select clients.
Who We Work With:
We work best with investors who:
Have established bookkeeping and financial systems in place
Own multiple properties or equivalent real estate assets
Generate $100K+ in annual rental revenue
Want proactive, multi-year tax planning
Value strategy over shortcuts
This is a collaborative, long-term relationship, not a one-time transaction.
Who We Are Not a Fit For
To maintain depth and quality, we do not work with:
Short-term rental focused investors
Single-property startups
Investors seeking transactional or last-minute tax prep
Anyone looking for aggressive strategies without context
This selectivity allows us to serve our clients well.
Our work delivers strategic value that consistently exceeds the cost of engagement, reflected in better long-term tax outcomes and improved decision confidence.
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.
Ready for a More Strategic Approach?
If you are an established real estate investor looking for thoughtful, long-term tax strategy, we invite you to explore working together.
We are currently accepting applications for tax year 2026.
Here’s what to do next:
We will reply by email within 7 days with one of the following responses:
We will review your application and respond with either an invitation for a complimentary strategy conversation or a note that we aren’t the best fit right now
We look forward to the opportunity to meet you.
About Midwest Tax Strategies
Midwest Tax Strategies is led by an Enrolled Agent with an MBA and more than 15 years of experience working with real estate investors.
Raised inside a family-owned accounting firm, our work is grounded in real-world experience and long-term thinking. We help established investors replace uncertainty with clarity, and reactive decisions with intentional strategy.
Good tax planning should feel calm, deliberate, and well-reasoned.