Real estate professionals & investors

Six entities. Three bank accounts. No idea which property actually made money.

Somebody sold you a structure. Nobody asked what it would cost to operate — or whether the tax it saves is bigger than the mess it creates.

Video goes hereWatch first — about 6 minutes

Prefer to read? Everything in the video is written out below.

What we usually find in the first week

01
A structure that costs more to run than it saves.Attorneys design for liability, not operations. We price what your current entity map actually costs to bookkeep, file, and reconcile each year — then compare it to a right-sized version. The gap is frequently thousands a year on a portfolio that didn't need the complexity yet.
02
Depreciation sitting on the table.Cost segregation never run, or run once and never repeated after improvements. Every capital project is another opportunity that quietly expires.
03
Commission and distributions treated like a paycheck.No tax reserve, no owner-comp discipline, and an April that arrives as a surprise every single year.
04
No property-level P&L.The portfolio nets out to one number, so the two properties quietly losing money are hidden by the four that aren't.
05
Passive losses nobody is tracking.Carryforwards accumulating unused, and real-estate-professional status either untested or assumed without the hours to support it.
06
Refinance and acquisition decisions made without a forecast.Rate moves and balloon dates are knowable years ahead. Most owners find out when the lender calls.

How it works

Six weeks to a clear picture, then a standing seat at your table.

See

Week one

Entity-structure review with a real cost-to-operate number, property-level profitability, depreciation position, and where cash is actually going. Written findings, dollars attached.

Solve

Weeks two to six

Right-size the structure where it's worth doing, get a depreciation strategy running, fix owner comp and tax reserves, and build the forecast that makes the next acquisition or refi a decision instead of a reaction.

Secure

Ongoing

A monthly working session on the numbers that move a portfolio: cash position, debt maturities, property performance, and what the tax year is shaping up to look like while you can still change it.

Who I am

A CPA who is also a CFP — which matters more here than in most industries.

Real estate is the clearest case of business finance, tax strategy, and personal wealth being one system rather than three. How you hold a property, how you pay yourself, and what your retirement plan should look like are the same conversation. Most owners are told to hire three people who never speak to each other.

Certified Public Accountant
Certified Financial Planner™
MBA

The bottom line

Start with a conversation, not a contract.

A short call to hear what you own, what's bothering you about it, and whether this is the right help. No cost and no pitch deck — and if it isn't a fit, I'll say so.

Book a fit call