About Horizon Wealth & Tax Advisors

Strategic tax planning for real estate investors who want more than just compliance.

The Story Behind Horizon Wealth & Tax Advisors

At Horizon Wealth & Tax Advisors, our mission is simple: help real estate investors slash taxes, optimize their entities, and build lasting wealth. I founded this firm after more than a decade leading financial reporting and accounting for multi-billion-dollar companies — and I bring that same expertise directly to you.

I’m a licensed CPA with an MBA from the University of Michigan. Today, I use that background to deliver proactive, high-level tax strategy for rental property owners, flippers, and short-term rental hosts who want to reduce their tax burden and scale smarter.

As a father of six, I understand how important it is to make your money work for your life — not the other way around. That’s the heart of Horizon: helping you keep more of what you earn so you can focus on what truly matters.

Who We Serve

We work exclusively with six- and seven-figure real estate investors who are ready to stop overpaying the IRS and start building long-term wealth. Our clients include STR operators (Airbnb/VRBO), long-term buy-and-hold investors, flippers and BRRRR strategists, REPS-qualified investors, and LPs in syndications or commercial deals. If real estate is a major part of your income and you’re tired of generic, reactive tax filing — we’re built for you.

Our Approach

We take a strategy-first, investor-focused approach to tax and wealth planning. That means we don’t just file returns — we build custom tax plans aligned with your properties, income streams, and long-term goals. You’ll meet with us regularly, gain proactive insights before year-end, and get step-by-step guidance on strategies like cost segregation, REPS qualification, and entity optimization. Our mission is simple: reduce your tax drag, grow your after-tax wealth, and help you scale your portfolio with clarity and confidence.

Benefits of Partnering with Us

At Horizon Wealth & Tax Advisors, you get more than a tax preparer — you gain a strategic partner who understands real estate inside and out. We help you minimize taxes across your entire portfolio, implement strategies backed by IRS code and court precedent, and coordinate with your legal, insurance, and financial advisors as your wealth grows. This means you can make smarter, faster decisions without second-guessing the tax consequences. The result is peace of mind, time freedom, and the confidence to focus fully on growing your real estate empire.