TIRED OF PROJECTING YOUR BUSINESS FINANCES BASED ON WHAT’S IN THE BANK?

WE GET IT.
AND WE CAN HELP.

Get the insights into your business you’ve always wanted.

Have the right dials to turn, and know when you need to turn them.

Every time we meet with a new business, we rediscover (together) the power of having the right information at your fingertips. Too many businesses are trying to grow with an anvil tied around their legs because they don’t know how to spot financial problems BEFORE they become a catastrophe — or they are missing out on real chances for rapid growth … simply because they were blind to the data that would have shown them the way.

Too many business owners are evaluating their success by “what’s in the bank” instead of what is possible when you have a true expert in your corner.

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. 

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

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.

CLIENTS WE SERVE & THEIR BUSINESS STRATEGIES

  • Business Owners and Investors in All States
  • International and Expat Investors
  • Active and Passive Investors
  • Beginning Investors Seeking Mentorship
  • Experienced Investors
  • Real Estate Agents/Brokers
  • Wholesalers
  • Real Estate Syndication
  • Buy and hold investors
  • Commercial & Mixed-Use Real Estate Investing
  • BRRR Investors
  • Hotel Investors
  • Property Managers
  • Short Term Furnished Rentals
  • Retirement Account Investing
  • Real Estate Developers
  • Raw Land Investments
  • Hard Money and Private Lending
  • House Flipping
  • House Hacking

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Customer Stories

Day Management LLC

This year was my first year using a CPA for filing taxes and creating tax strategies for my business. Mark taught me more than I expected to learn and was very valuable with his real estate background. I will be recommending him to everyone that wants to grow their business!

Vin Barros

Mark handles the tax filing for my personal taxes and 2 businesses. My understanding of the tax code is very limited, so Mark has been an invaluable resource with any questions regarding write offs or the most tax efficient methods of conducting my businesses. His knowledge of real estate is top-notch and what he charges for his services is very affordable. I have been very happy with Mark as both a tax accountant and a strategist/consultant in growing my real estate business. I highly recommend Mark, especially if you have a real estate related business.

Jordan Roberts

Mark is extremely personable and takes a vested interest in his clients! I will be recommending him to a couple of my friends and I highly recommend him to you too! You will truly have somebody on your team if you work with him.

Martin Lindsay

Working with Mark has been an extremely valuable addition to my business. His knowledge, strategies and ability to explain have really helped with sharpening my financial goals both personally and professionally. Highly recommend him!

Jonathan Pacilio

Mark has been an outstanding addition to my investing team. I say team because he doesn't just perform a tax service at singular points throughout the year. He is an extremely important trusted adviser that allows me to bounce ideas off of and he comes TO ME with strategic ideas both for my business and for beneficial tax structure of my business.

He is very passionate about his craft and we discuss options regularly. I highly regard his work and partnership. I have already referred Mark to several of my investing colleagues and I will continue to do so. I highly recommend his services!

Jaime Margiotta

Mark and his team are amazing! The knowledge and understanding that they have of not only tax guidelines, but long-term planning and creating of generational wealth strategies are second to none! He is short term rental genius! We are so thankful that we were connected with Mark's firm and are only seeing the positives in the products and services he provides. He constantly goes above and beyond to meet tight deadlines, last-minute resolutions and is just a chat box away at all hours of the day and night. We hit the CPA jackpot here!

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