Tax & Financial Services in Minnesota

Rich is an Enrolled Agent, Realtor and Certified Real Estate Tax Strategist. He has over 16 years of experience in the tax and financial services industry! He operates a Virtual Family Office supported by an International Network of Best-in-Class Resources that enables him, and his team, to reduce taxes by 50% or more beyond what Traditional CPA firms can do, using creative tax strategies fully supported by the Internal Revenue Code and US Tax Court cases. view more

We're a virtual, fiduciary, fee-only wealth management firm that specializes in helping current and aspiring US-based real estate investors build financial independence and live their best life in retirement. Please see our website for more information about services and fees (we do not provide legal services). view more

PLEASE READ BEFORE BOOKING. Our services are best suited for established real estate investors, business owners, and high-earning W2 employees, often with stock-based compensation and a minimum income of $250,000 per year. We provide advanced-level service to clients with complex financial planning needs. "At RB Wealth, we are passionate about helping people achieve their most important goals more efficiently than they can on their own. When it comes to your money, the tiniest det... view more

1-800Accountant is the leading virtual accounting firm for small businesses in America, dedicated to offering top-notch financial expertise to real estate investors of all sizes. With a blend of skilled CPAs and cutting-edge technology, we streamline tasks and boost tax savings for businesses. This frees up owners to concentrate on business growth while we manage the financial details seamlessly. view more

Real Life Planning offers unbiased financial planning and business coaching for real estate investors. We help clients take practical steps to build financial freedom and make working for someone else optional. view more

I’m Robert, the founder and CEO of The Financial Strategists, LLC. My accounting journey began with a solid academic foundation after I separated from the Navy. I earned my B.S. in Business Administration with a concentration in Finance from Southern Connecticut State University. Seeking to refine my skills even further, I started a position as a government-contracted financial analyst while I pursued an MBA with a specialization in Accounting from the University of Maryland. As a license... view more

Hiring one accounting expert to take care of all of all of your bookkeeping AND tax needs saves you money and time compared to having a separate bookkeeper vs. tax accountant who don't regularly talk to each other (or doing it all yourself)! I'm a CPA who helps real estate investors track and organize their transactions in a clean and easily understandable format. I can also take care of bill payments, 1099's, payroll, financial reporting, and more! I also do annual tax filings exclusiv... view more

At Money On The Mend, we specialize in providing expert bookkeeping services to real estate investors, ensuring financial clarity and growth. As real estate investors ourselves, we understand the unique challenges of managing STRs, LTRs, flips, wholesales, and multifamily properties. Our deep expertise comes from 15+ years in finance and operations, combined with hands-on real estate investing experience. We empower investors with streamlined processes, accurate reporting, and actionable i... view more

Anderson Advisors is the one-stop shop for business owners and investors for your tax planning, tax preparation, and bookkeeping needs. We go beyond just filing your taxes – we structure your business in a way that minimizes your tax burden and protects your hard-earned assets. Our team of tax professionals and attorneys, many of whom are real estate investors themselves, will develop personalized strategies to help you grow your wealth and achieve your financial goals. With tax planning and ... view more

Brick House CPAs is a specialized accounting firm dedicated to serving real estate investors. We provide expert tax advisory and preparation services to optimize your tax strategy and ensure compliance, giving you peace of mind to focus on growing your investments. view more