College Financial Planning
How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?
Compliance and IRS Protection
We’ve got the skills, the patience, and the knowledge to know exactly how to respond to what the IRS is throwing at you.
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!
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.
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.
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!
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!
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!