Why Work With a CPA Who is also Real Estate Investor?

Experience changes the conversation.

I've worked with real estate from multiple perspectives — as a CPA, investor, advisor, property owner, STR operator and builder and I know what questions need to be asked and answered from both sides of the table.

That matters because real estate decisions don't happen inside a tax return.

They happen when you're deciding:

• What to buy

• How much to pay

• How to finance it

• How to structure it

• Whether to renovate

• Whether to hold

• Whether to refinance

• Whether to sell

• Where to put the next dollar

The tax return records what happened. Tax planning helps optimize the tax return. Good planning optimizes your actual ROI.