(281) 407-7353
Cut $30K-$100K+ From Your Tax Bill. Without Quitting Your W-2 Job.
If you're earning $250K+ and your CPA has never mentioned the short-term rental loophole, cost segregation, or REPS planning, you're almost certainly overpaying. We build the tax strategy your CPA should have.
Free 30-minute call. You'll leave with at least one specific strategy, whether you hire us or not.
Who This Is For
You're a W-2 professional earning $250K-$750K+ (physician, engineer, tech exec, attorney, sales leader). You already own rental property or you're actively researching your first STR. You've read about the "short-term rental loophole" on BiggerPockets or in a forum and your CPA either (a) hadn't heard of it, (b) said "that seems aggressive," or (c) charged you to file a return without ever suggesting it.
Why Proactive Tax Strategy is Different
Most CPAs earn their fee by filing a return accurately. That's compliance and it matters. But it's not strategy. Strategy is the conversation you should have been having in March about your Airbnb purchase in October. It's knowing before you close on a property whether your spouse can realistically hit 100 hours of material participation. It's structuring the entity the right way the first time, not unwinding it on amendment three years later.
That's what we do. We plan the year, then we execute it, including the tax return, because the return is how the plan actually lands on paper.
Why Work With Julius
Most tax strategists come out of tax prep shops. I didn't. I spent 17 years in corporate accounting and financial reporting, most recently as a Global FP&A Director at an NYSE-listed global automotive supplier. This means I learned taxes the way the IRS actually reads them: as the output of clean books, documented decisions, and defensible positions.
That matters when you're using advanced strategies like cost segregation and the short-term rental loophole. These strategies work. They also get audited. My background is in building financial records that hold up to scrutiny, and I apply that same discipline to every tax plan I write.
CPA. MBA from Michigan Ross. BA in accounting from Michigan State. Based in Houston, working with clients nationwide.
Three Ways to Work With Us
Every engagement starts with a strategy call. Free, 30 minutes, no pressure.
Cut $30K-$100K+ From Your Tax Bill Using Real Estate Strategies
Horizon Wealth & Tax Advisors
2800 Post Oak Boulevard, Suite 5600, Houston, TX 77056
Williams Tower
(281) 407-7353