Tax & Financial Services in Rhode Island

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

We are a boutique tax compliance and strategy firm that specializes in real estate investors, complex investors and small business. We also offer bookkeeping, accounting and payroll services for those that need it. 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

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

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

We are real estate investors helping real estate investors. We speak your language because we are the same as you. We help real estate investors stay on top of their books, minimize taxes, and keep more of what they earn through smart planning and strategy. Whether you're just starting out or scaling up, we've got the numbers side of your business covered. view more

Real estate investors earning $250K+ are overpaying $30K–$100K in taxes annually. 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 capital into more deals and fast... view more