Tax & Financial Services in Pennsylvania

I am an IRS Enrolled Agent with 25+ years of tax and financial planning experience. I specialize in Real Property Assets, including short, mid, and long-term rentals. I advise on the tax strategies to mitigate tax exposure and capitalize on the IRS real property deductions, including the investor safe harbor. I am also an expert on creating investment structures, including the Holding Company and the LLC, and ways to reduce taxes on real estate investments. Due to my extensive expertise, I... view more

Stop spending your nights sorting through bank statements and property receipts. As a CPA focused on real estate bookkeeping, I help investors keep their numbers organized, compliant, and easy to understand. How I help your real estate business: 1) Clean Financial Tracking: Accurate income statements and balance sheets, organized by property or entity. 2) Back-Office Operations: Seamless management of bill pay, vendor 1099s, and payroll. 3) Tax-Ready Books: Clean financials tha... 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

At Tavola Group, we prioritize communication, efficiency, and responsiveness in everything we do. We provide proactive tax advisory, tax filing, compliance, accounting, and advisory services tailored to the unique needs of individuals, business owners, and real estate investors. We help our clients navigate complex tax laws, remain compliant, reduce tax liabilities, and make confident financial decisions. Whether you're filing a personal tax return, operating a growing business, or expanding ... 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

Here at RMD, I help real estate investors and business owners simplify their finances, maximize returns, and plan strategically. With real-world experience in investing, flipping, and property management, I offer guidance that goes beyond the numbers. We are founded on the principles of professionalism, integrity, fiduciary responsibility, and mutual respect. Our mission is simple: to provide individuals and businesses with high value outsourced accounting solutions. We offer services tail... view more

24Acres is a boutique wealth management and tax planning firm specializing in working with high-net-worth individuals and families who own investment real estate alongside other assets. We provide fully integrated, fiduciary advice that brings together investment management, tax strategy, estate planning, insurance, and real estate advisory—all under one roof. Our goal is to simplify complexity, optimize after-tax outcomes, and help our clients make confident, informed decisions with their en... view more

Real estate investors earning $250K or more are routinely overpaying $30,000 to $100,000 in taxes every year. Not because the strategies don't exist, but because no one is executing them proactively. At Horizon Wealth & Tax Advisors, we go far beyond tax prep. We build and implement advanced tax strategies (cost segregation, STR material participation, REPS qualification, bonus depreciation, and entity structuring) designed to create real, measurable savings and help you reinvest that capi... view more

Pacific Crest Tax Advisors provides specialized tax planning and advisory services for real estate investors, small business owners, and high-income professionals. With over 8 years of experience our firm stands out by combining deep expertise in business and real estate taxation with proactive strategies that maximize savings, ensure compliance, and build long-term financial growth. At Pacific Crest Tax Advisors, we believe taxes should be used as a wealth-building tool, not just a yearly... view more