top of page

Tax Strategy That Pays for Itself. Often in the First Quarter.

We help professionals earning $250K+ reduce taxes by $30K-$100K+ using real estate tax strategies including short-term rentals, cost segregation, and REPS qualification. Without quitting their job.

  • W-2 Tax Strategy Intensive

    5,000$
    Most clients identify five- to six-figure tax savings in year one, depending on income and portfolio structure.
     
    • Customized tax reduction strategy, fully documented
    • Entity structure recommendations (LLC, S-corp, etc.)
    • Property-related deduction deep dive
    • Passive loss & REPS qualification planning
    • Cost segregation & bonus depreciation plan
    • Audit-ready: IRS code & case law references
    • 2 weeks of follow-up email support

  • Full Tax Strategy Implementation

    7,500$
    Advanced tax and wealth optimization for high-income investors with complex portfolios
     
    • Everything in W-2 Tax Strategy Intensive
    • Hands-on implementation of advanced strategies
    • Coordination with your CPA, attorney, and cost seg engineer
    • Quarterly check-ins during implementation year
    • Unlimited email support through implementation
  • Most Popular

    Annual Advisory

    13,500$
    Option to pay $3,375/quarter or $1,125/month. Ongoing strategy to reduce your tax bill as your income grows
    Valid for 12 months
    • Everything in Full Tax Strategy Implementation package
    • Quarterly tax strategy sessions
    • Business tax preparation
    • Individual tax preparation
    • Quarterly estimated tax payments calculated
    • Ongoing cost segregation & REPS planning
    • Unlimited email (48-hour response)

Each package includes support for one federal 1040 with up to one Schedule C, E, F, or K-1 and one business entity return (S-corp, partnership, or multi-member LLC). Personally owned rentals on Schedule E are included in the individual return. Additional schedules, passthrough interests, multiple entities, amended returns, bookkeeping, and historical cleanup are billed separately at our standard hourly rate. Cost segregation study coordination is included in planning packages; third-party engineering study fees are billed by the provider. Complex portfolios or advanced strategies may require custom scoping. We'll quote before starting work.

Testimonials

"I'm a physician with a Schedule C side business and rental properties, and for years no one had ever looked at all three together. My prior CPA filed returns; they didn't build strategy. Julius implemented a short-term rental strategy with cost segregation and bonus depreciation, helped set up a Solo 401(k) for my side business, and built a multi-year roadmap that actually integrates everything. The for the 2025 tax year were significant, but more importantly, I finally have a plan, not just a filing."

Dr. M. / Physician / Atlanta, GA

"I self-prepared my taxes for years and always thought I had it handled. But when my husband and I bought two short-term rentals in 2025, I quickly realized I was out of my depth. Julius walked us through everything. Material participation, the cost segregation process, which provider to use, and every deduction we could legitimately capture on Schedule E. He also implemented the Augusta Rule and a hire-your-kids strategy I didn't even know we qualified for. Best tax year we've ever had, by a wide margin."

Abby H. / Real Estate Investor / Montana

"I had my 2024 return prepared by another firm and ended up owing the IRS. Something felt off, so I had Julius take a second look. He found deductions my previous CPA completely missed on my fix-and-flip P&L. Enough to swing 2024 by more than $10K, from owing to a refund. Once Julius properly worked through the settlement statements, it turned out I'd been in a loss position on all three of my flips, not profitable like my old returns showed. He amended 2023 for another ~$13K swing in my favor, then filed my 2025 return and got me a $6K refund. If you're an active real estate operator, having a CPA who actually understands how your business works, not just how to fill out a return, is a completely different experience."

Pradeep N. / Real Estate Investor / Philadelphia, PA

bottom of page