Business Page
REI Tax Guys
Tax & Financial Services
5.0 stars
52 Reviews
Markets served
Nationwide
Except the following states:
California
New York
Licenses, Designations or Certificates
EA, CRETS
About us
REI Tax Guys specializes exclusively in tax strategy and compliance for real estate investors. We help investors with multiple properties, partnerships, and K-1s preserve passive losses, net operating losses, and basis so tax benefits don’t disappear when you need them most. Many investors come to us after years of working with a general CPA — only to discover missed NOL carryovers, broken passive loss tracking, or surprises at disposition. Our work focuses on accuracy, continuity, and long-term tax shield preservation, not risky shortcuts. Our services include: • Passive Activity Loss Audits • Loss Preservation & Repair (NOLs, PALs, basis, at-risk) • Strategic tax return preparation for real estate investors • K-1-heavy returns and amendment planning • Disposition-year tax planning Led by Enrolled Agents and Certified Real Estate Tax Strategists, we combine technical precision with investor-level explanations — so you understand why the numbers matter, not just what they are. If you own rentals, invest in syndications, or hold multiple entities, we help make sure your tax benefits actually survive until they can be used.
Specialties
Tax & Accounting
Tax planning & strategy
Tax prep & filing
Syndication Taxes
Cost Segregation
STR Loophole
MultiState Taxes
1031 Exchange
Creative Financing Tax
Business Taxes
Reviews (52)
5.0 stars
52 Reviews
5.0 stars
52 Reviews
0.0 star
0 Reviews
5.0 stars
3 months ago
Reviewed by
Christopher Tyler
Cliff and his team were so helpful and have saved us a ton of money with our real estate investments. Definitely make an appointment to talk with Cliff and his team for tax planning strategies to save you money for your next investment property.
5.0 stars
4 months ago
Reviewed by
Alan Dobbins
This team is the BEST! They truly have my best interest in mind and act accordingly. Full disclosure, I didn't make it easy on them this year. My record-keeping was less than stellar, but REI Tax Guys team still managed to pull it all together before the deadline. Another year not owing Uncle Sam ONE THIN DIME!!!
Thanks Chelsea, for staying on my tail and making sure I submitted everything!
5.0 stars
7 months ago
Reviewed by
Chad Scerra
This was my first time using REI and I will definitely be using them again next year! Chelsea was kind, patient and knowledgeable in answering all of my questions. I loved that there were no surprise fees. REI made the process simple, clean and easy. There were also very timely at completing my return. Excellent trustworthy company!
5.0 stars
10 months ago
Reviewed by
Scott Sessums
We used REI Tax Guys for the first time this year and they were awesome. Cliff is very knowledgeable and responsive. They handled everything from my personal, business and real estate taxes. Would highly recommend!
5.0 stars
11 months ago
Reviewed by
Nancy Porter
Cliff and his team are exceptional! They answer questions quickly and make the process of completing the taxes very smooth.
5.0 stars
11 months ago
Reviewed by
Clarke Plumbing
I am so relived I never have to worry about anything tax related. Cliff and his team are amazing. He takes care of all of my questions and leads me through this tax journey with confidence. He knows the process and always helps me with next steps. Not to mention how easy he makes everything. So happy he is on my team!
5.0 stars
11 months ago
Reviewed by
Ted Fritsche
This is my 2nd year to work with Cliff at REI Tax Guys. Both years Cliff has provided great service at a reasonable price. As my real estate portfolio grows, Cliff's been fantastic at answering my tax questions and helping me understand. Thanks for another positive experience.
5.0 stars
Edited 6 months ago
Reviewed by
Ricardo David
Ok, we do not even know where to begin. REI Tax Guys have been amazing from day one. Extremely organized and efficient. They are knowledgeable and easy to work with. You need to have them on your side. What a difference they have made in our taxes. Passive investor tax heaven!
5.0 stars
3 months ago
Reviewed by
Christopher Tyler
Cliff and his team were so helpful and have saved us a ton of money with our real estate investments. Definitely make an appointment to talk with Cliff and his team for tax planning strategies to save you money for your next investment property.
5.0 stars
4 months ago
Reviewed by
Alan Dobbins
This team is the BEST! They truly have my best interest in mind and act accordingly. Full disclosure, I didn't make it easy on them this year. My record-keeping was less than stellar, but REI Tax Guys team still managed to pull it all together before the deadline. Another year not owing Uncle Sam ONE THIN DIME!!!
Thanks Chelsea, for staying on my tail and making sure I submitted everything!
5.0 stars
7 months ago
Reviewed by
Chad Scerra
This was my first time using REI and I will definitely be using them again next year! Chelsea was kind, patient and knowledgeable in answering all of my questions. I loved that there were no surprise fees. REI made the process simple, clean and easy. There were also very timely at completing my return. Excellent trustworthy company!
5.0 stars
10 months ago
Reviewed by
Scott Sessums
We used REI Tax Guys for the first time this year and they were awesome. Cliff is very knowledgeable and responsive. They handled everything from my personal, business and real estate taxes. Would highly recommend!
5.0 stars
11 months ago
Reviewed by
Nancy Porter
Cliff and his team are exceptional! They answer questions quickly and make the process of completing the taxes very smooth.
5.0 stars
11 months ago
Reviewed by
Clarke Plumbing
I am so relived I never have to worry about anything tax related. Cliff and his team are amazing. He takes care of all of my questions and leads me through this tax journey with confidence. He knows the process and always helps me with next steps. Not to mention how easy he makes everything. So happy he is on my team!
5.0 stars
11 months ago
Reviewed by
Ted Fritsche
This is my 2nd year to work with Cliff at REI Tax Guys. Both years Cliff has provided great service at a reasonable price. As my real estate portfolio grows, Cliff's been fantastic at answering my tax questions and helping me understand. Thanks for another positive experience.
5.0 stars
Edited 6 months ago
Reviewed by
Ricardo David
Ok, we do not even know where to begin. REI Tax Guys have been amazing from day one. Extremely organized and efficient. They are knowledgeable and easy to work with. You need to have them on your side. What a difference they have made in our taxes. Passive investor tax heaven!