Mission Statement
To provide the most powerful tax strategies, business insight, and support for our clients to grow their businesses, build wealth and achieve financial freedom
SERVICES
Tax Planning
Planning and executing the strategies that minimize tax liabilities and create the greatest opportunities for your financial future. See below for more details.
Business Consulting
Providing industry knowledge and in-depth analysis to help your real estate business thrive
Tax Preparation
Timely, accurate quarterly and year-end tax preparation
Compliance and IRS
Protection
Navigating you safely through the tax and legal environment of your
business and personal finances
TAX PLANNING SERVICES
Free Exploration Session to evaluate your current accounting practices and entity structure, and provide a high level understanding of opportunities to reduce taxes in the current and future years. Get in touch to learn more about how this service can help you.
Real Estate Business Consulting
Due Dilligence
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Preparing and supporting you in underwriting and presenting deals to potential partners and lenders
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Providing ratio analysis and key metrics to help you evaluate purchase options
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Analysis of market trends, prices and projections relating to your prospective investments
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Transaction analysis of liquidity, risk and tax implications
Deal Structuring
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Assistance in determining and negotiating pricing options to buyers and sellers
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Structuring partnership agreements to optimize tax savings and asset protection
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Selecting and evaluating the proper entities and tax elections for your business
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Guidance in maintaining compliance standards when creating and operating business agreements and entities
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Analysis and guidance toward financing your real estate investments to minimize risk and grow your portfolio as efficiently as possible
Property Management
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Coaching you in documenting and recording revenue and expenses for your business
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Bookkeeping assistance
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Assistance in pricing and advertising your property to attract the highest amount of qualified tenants
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Access to professional network of experienced support
INTRODUCTORY EXPLORATION SESSION
Free Exploration Session to evaluate your current accounting practices and entity structure, and provide a high level understanding of opportunities to reduce taxes in the current and future years. Get in touch to learn more about how this service can help you.
TAX PLANNING
Detailed analysis of every source of your income and expenses, family circumstances and personal finances to create a custom tax plan that minimizes tax liabilities and provides the greatest opportunities for your business and retirement.
IMPLEMENTATION AND MAINTENANCE
Guidance through the execution and continual evaluation of the most advanced and effective available tax tax strategies. Ensuring the client that tax saving opportunities have been properly documented and savings received.
ABOUT MARK PERLBERG, CPA, CTC
Mark Perlberg has a passion for entrepreneurship and helping people navigate the complex world of accounting and taxes to reach their goals. He worked as a real estate agent in New York City before studying accounting in order to provide clients a greater understanding of financial decisions that impact them and their businesses.
Before beginning his tax practice, he performed financial advisory services at GlassRatner Advisory and Capital Group, Risk Advisory for RSM US LLP, and Internal Auditing for Lowe's Companies, Inc.
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Mark has a Bachelor's in History and Minor's in Business from The Ohio State University, and Masters in Accounting from North Carolina State University. Mark is a Certified Public Accountant and Certified Tax Coach. He is a member of the American Institute of CPA's and the Taxation Committee at the North Carolina Association of CPA's.
We will not have the availability to answer unscheduled calls. The best way to initiate contact is through EMAIL.
CONTACT
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125 Remount Rd. STE C-1
Charlotte, North Carolina 28203
USA
(516) 457-2294
Investor Resources
Record Keeping Templates For Investors and Business Owners
Are you uncertain of how to record your revenues and expenses for your investments or business activity? Many beginning investors and entrepreneurs do not have enough activity to require a bookkeeper or bookkeeping system, but will still need a way to document all of their expenses in a detailed manner. We've created these templates below to guide you in preparing sufficient documentation for classifying expenses and maximizing your deductions with enough detail to survive an audit.
Mileage Log
Use this excel template for documenting business related travel and calculating mileage expenses. Additional travel expenses may include flights, public transportation and car rentals.
Schedule E Template
Rental income is usually recorded on Schedule E of your 1040. Use this template as a guide to record and classify your revenue and expenses for your rentals.
Schedule C Template
Active income will be recorded on Schedule C of your 1040. Use this as a guide for recording activity such as property management, sales, flipping, wholesales, consulting, construction and work performed as a general contractor.
Webinars
Getting Started in Real Estate Investing and overcoming the barrier of
"NEW YORK IS TOO EXPENSIVE"
I had the honor and privilege to be a guest speaker with Rachelle Rayner and the Westchest Real Estate Investors group and Goldstein Property Partners. Description below:
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This session we will discuss how to get started in real estate investing even when your "backyard" is too expensive. Guest speaker, Mark Perlberg, Real Estate CPA & Tax Strategist will delve into the benefits of embracing risk and uncertainty along with some tax "hacks" for growing wealth, creating refunds and freeing up capital. Make sure you bring your notebook and a pen, you're sure to receive tons of knowledge and value.
Qualified Opportunity Zones - Tax Benefits, Strategies and How They Compare to 1031 Exchanges
A new way to defer or reduce capital gains is through qualified opportunity zone investments. In this webinar I'll explain what an opportunity zone is, help you understand the tax benefits, and provide guidance for determining if it fits your investment strategy.
Turning Real Estate and Business Losses into Tax Wins
Many of you may have business losses in 2020 due to COVID-19, which can create new tax saving opportunities with the right tax plan in place. In this webinar will discuss generating and capitalizing on real estate and business losses, including analysis of recent tax code changes in the CARES Act.
Tax Incentives to Quit Your Job for Real Estate Investing
Transitioning from being an employee to a full-time investor opens a whole new world of tax saving opportunities for you and your family. If you're on the fence about leaving your job and uncertain if you can afford to go out on your own, you'll be surprised to find that there are amazing tax incentives that will encourage the move.
Entity Structure and Tax Strategies for Foreign Investors of US Real Estate
I have International Tax Attorney and Partner at Culhane Meadows, Patrick McCormick, to help us understand what we can do to properly structure a compliant and tax efficient entity for the investment activity. Together we will discuss the basics of entity planning and tax strategies to ensure the best outcomes for you and your international partners.
How to Determine If You Need a Tax Plan
How to Determine If You Need a Tax Plan
meet so many business owners who don't know what a tax plan is and never engage a tax professional to create a forward looking plan to minimize their taxes. If you're interested in learning if you need a tax plan and what the benefits may be, check out this video!
Schedule for a FREE TAX Assessment here: https://calendly.com/mark-perlberg-cp...
SHOW LESS
How to Determine If You’re Overpaying in Taxes
I meet so many people who have no idea what their tax returns mean, and are uncertain if they are paying the right amount in taxes. If you haven't had a chance to review your tax return with a CPA, and fully examine what everything means, and I'll walk you through how to identify any missed tax saving opportunities. Bring your return before you press play! As you know, I specialize in real estate investing, but this will also be valuable to independent contractors and small business owners. If you'd like me to evaluate your return schedule for a free tax assessment here: https://calendly.com/mark-perlberg-cpa/discovery-session-1
How Depreciation Can Save You Millions in Taxes and Capital
I will discuss and some techniques to maximize the tax benefits of depreciation and answer common questions about the expense. Some of the topics we will discuss are:
- Basics of depreciation
- Calculating depreciation for real estate investments
- Cost segregation
- Missed depreciation opportunities
Investing in Real Estate While Raising a Family
Are you ready to begin your path toward financial freedom? An effective tax strategy is one of the best investments you can ever make into getting there! When pursuing financial freedom, many are held back by lack of capital, and so much of their income goes back to Uncle Sam instead of their businesses. Most accountants only file returns after the year has closed, and provide minimal guidance on reducing your taxes. Implementing a tax strategy throughout the year minimizes taxes, frees capital to reinvest into your business or savings, and takes years off your timeline to reach your financial goals. In this webinar we will discuss: - How to utilize tax incentives to optimize business growth - How to implement a tax strategy that accelerates your path to financial freedom - How to determine what strategies and incentives are available for you right now to reach your goals
Partnering with the Right Bank for Success in Real Estate Investing
An experienced banker can do much more to help your business than you'd think. Lots of great information from Mark Lewis of PeoplesBank, who is a tremendous asset to the investors he serves. Some topics we discuss are:
- How to find the right bank for your business
- What financial instruments are best for your investments
- How to qualify for financing
When you look closely at the tax code, short-term rentals provide incredible opportunities to reduce taxable income from your job unlike any other forms of RE investing. Learn more about this and other advanced strategies during my live (and recorded!) webinar next Thursday. Strategies updated for CARES Act.
Tax & Investment Strategies for Real Estate Agents
Combining a real estate license with real estate investing creates a world of opportunities to build wealth. There are also many tax advantages and tax traps to consider. On this webinar, we are going to discuss:
- Common write-offs
- Payroll taxes and planning
- The Real Estate Professional Tax Status
- How your Real Estate License Helps with Investing
- How Investing Creates Opportunities for Being a Realtor
​I will discuss and some techniques to maximize the tax benefits of depreciation and answer common questions about the expense. Some of the topics we will discuss are: - Basics of depreciation - Calculating depreciation for real estate investments - Cost segregation - Missed depreciation opportunities