I offer tax returns preparation services, personalized and proactive tax planning, industry-specific expertise (capital gains, 1031 exchanges, rental property deductions), audit support and legal compliance, assistance with investment tax strategies to minimize capital gains and additional financial services. I am tech-drive and offer remote services or on-site. I use AI-powered tax software for faster, error-free filings. I ensure compliance with changing tax laws and my packages include free representation services for clients before tax authorities in case of audits.

Investor Friendly CPA® is dedicated to providing expert tax, tax planning, and accounting services to various individuals engaged in the real estate industry, including investors, developers, contractors, and other related parties. As a team of accomplished professionals with a wealth of experience in real estate taxation, we are committed to delivering exceptional service beyond mere tax preparation. We emphasize tax planning and take great care to ensure that our client's tax liabilities are minimized to the greatest extent possible.

Stop leaving money on the table with generic tax advice. I'm the CPA real estate investors turn to when they want to transform tax planning into a wealth-building advantage. With my MS in Taxation and specialized focus on real estate tax strategies, I help BiggerPockets investors with everything from catching up on past filings to structuring future deals for optimal tax efficiency—all designed to support your path to generational wealth. Rather than offering free consulting with limited value, I provide comprehensive paid consultations that deliver real results. My clients consistently report that our strategy sessions identify tax-saving opportunities that far exceed the consultation cost. If you're serious about optimizing your real estate tax position, a professional consultation is one of the highest-ROI investments you can make for your portfolio. When tax issues threaten your real estate empire, my proven tax resolution expertise becomes your most valuable asset. I specialize in immediate relief strategies like stopping wage levies, creating affordable Installment Agreements, developing winning Offers in Compromise, and—critically for real estate investors—securing the release or withdrawal of Federal Tax Liens that can block property transactions and demolish credit scores. Having successfully represented clients through complex multi-year audits at both Federal and State levels, I know precisely how to navigate these challenges while protecting your real estate investment. For the remarkably affordable fee of just $60, I'll thoroughly review your prior year tax returns to find overlooked deductions, credits, or potential audit triggers—this low-cost service often yields substantial savings for real estate investors.

At BEC, we specialize in providing comprehensive accounting, tax, & consulting services exclusively to high income ***(AT LEAST $500K in gross business revenue)*** real estate entrepreneurs. Our unwavering commitment to serving the unique needs of our clients sets us apart. Through our tailored tax strategies and meticulous accounting practices, we bring clarity to your business, empowering you to consistently achieve your goals and live the life you envision.

Ohio-based CPA who specializes tax preparation & compliance with a large net of experience across many different types of tax & accounting Services include: Tax Preparation: Many types of individuals including multi-state/local, foreign, and gift tax; many businesses with Partnerships, S-Corporations, and C-Corporations; many types of trust tax including Simple, Complex, and Charitable. Experienced with filing with a majority of states with a focus on AL, AZ, CA, IN, IL, KS, KY, MO, OH, PA, TN, TX, WI, as well as all KY/OH localities. Tax Planning: Includes both planning for current/future events through the use of provisioning and entity structure planning. Also, talking through various tax strategies such as 1031 exchanges or cost segregation studies. This can also include tax research for more niche or rare topics as they come up. Accounting/Bookkeeping: Coming soon, we plan to offer bookkeeping services as an add-on to help you worry less about the day-to-day of running your business, and giving you more time to focus on all of the other areas. In addition, having monthly bookkeeping can be a great benefit to easily track how the business is doing and make better-informed decisions should the opportunity arise. Plus, it makes tax time much less stressful! Also known as Tax Cincinnati, LLC

As both an investor and a Realtor in Central Ohio, I’m passionate about helping people discover investment opportunities that align with their unique goals. As a CPA with a master’s in Accounting, I thrive on analyzing numbers to identify properties with strong potential and ensure my clients understand the tax advantages that come with real estate, helping them build lasting wealth. My journey in real estate began in San Diego, CA, but I relocated to Columbus, OH, after recognizing the incredible opportunities in this dynamic, fast-growing market. Since then, I’ve built my own portfolio of duplexes, managed extensive renovations to boost property value, and gained hands-on experience with managing long-term and mid-term rentals. Along the way, I’ve developed a trusted network of contractors, lenders, and industry professionals—resources I’m always happy to share with my clients. For me, real estate is about more than buying and selling—it’s about building a future. It’s about creating long-term wealth so you can focus on what truly matters: your family, your passions, and your dreams. My mission is to make the process seamless, guiding you every step of the way and connecting you with the right people to support your journey. Whether you’re just exploring the idea of investing or you’re ready to take the next step, I’d be honored to help. Let’s work together to turn your real estate goals into reality!

Trusted Bilingual (English & Spanish) CPA based in South Florida, servicing all 50 States. Delivering comprehensive accounting, tax, and business advisory services to help investors and businesses of all sizes succeed. Our starting fees are $750 for individual returns and $1,500 for business returns (including advising and consulting), this will vary on the complexity of each return. We offer personalized attention and expert guidance to help you achieve your financial goals. Your Trusted U.S. Tax Partner: Bridging Borders, Maximizing Returns. CPA Firm specializing in delivering tailored and comprehensive tax solutions for clients, both domestic and international. Passionate about guiding businesses and individuals through the intricacies of U.S. and international tax laws. We optimize your tax position and ensure compliance, so you can navigate the complexities with confidence. Partner with us for strategic tax management and peace of mind. • Contador público certificado de confianza bilingüe (inglés y español) con sede en el sur de Florida, brindando servicios en los 50 estados. Nuestros honorarios iniciales son $750 para declaraciones individuales y $1,500 para declaraciones de empresas (incluye asesoramiento y consultas), estos pueden variar según la complejidad de cada declaración. Ofreciendo servicios integrales de contabilidad, impuestos y asesoramiento empresarial para ayudar a inversores y negocios de todos los tamaños a tener éxito. Brindamos atención personalizada y orientación experta para ayudarlo a alcanzar sus metas financieras. Tu Socio de Confianza de Impuestos en EEUU: Uniendo Fronteras, Maximizando Rendimientos. Firma de Contadores Públicos especializada en ofrecer soluciones fiscales a medida y completas para clientes, tanto nacionales como internacionales. Apasionados por guiar a empresas e individuos a través de las complejidades de las leyes fiscales Estadounidenses e internacionales. Optimizamos tu posición fiscal y garantizamos el cumplimiento, para que puedas navegar las complejidades con confianza. Trabajemos juntos por una gestión fiscal estratégica y eficaz.

TRIPLE EXPERTISE - CPA, Mortgage and Real Estate Broker Julian provides a UNIQUE Holistic solution: Combines tax strategy and planning, mortgage and real estate knowledge for the best integrated decision-making. Real Estate Tax Strategies: Specializes in maximizing deductions and navigating investor-specific tax benefits (strategically using cost seg, REPS, Short-term loophole and more.) Seamless 1031 Exchanges: Ensures smooth execution of tax-deferred transactions. Tailored Financing Advice: Combines specialized mortgage solutions with tax and investment strategies. Real Time Interest rates updates: Ability discuss real time rate quotes on various financing options Investment Insights: Guides clients through evaluating and acquiring properties. Comprehensive Portfolio Support: Advises on managing and growing real estate investments. Streamlined Process: Reduces the need for multiple professionals, saving time and money. Focused on ROI: Optimizes cash flow and after-tax returns for maximum growth. Hands-On Real Estate Expertise: Active assistance with buying, selling, and financing properties. One-Stop Shop: Simplifies the real estate investment journey with cohesive, end-to-end advice.

Beth has been an agent for almost 13 years and specializes in investment properties including Short-Term Vacation Rentals (STR, STVR, AirBNB) as well as Creative Financing (subto, subject to, seller financing, wraps), making her an ideal resource for investors looking for an additional income stream. Beth also works with MTR, LTR, Padsplit and fix-and-flip investors, helping them analyze the best exit strategy for each property. Beth routinely sources deals, both on and off-market, through relationships with agents and other investors in the community and, in many cases, negotiates creative financing terms on these properties. Beth delivers a thorough, responsive and caring approach to real estate that ensures that no detail is overlooked and every question is answered. As a Texas native and longtime Austinite, she thrives on matching buyers and properties through connections, while her MBA and CPA license give her a decided edge in the industry. Personable, entrepreneurial and incredibly dedicated to cultivating realtor-for-life relationships, Beth is an outstanding choice for both first-time buyers and experienced real estate veterans. Beth formed her impressive business acumen in public and industry accounting, internet consulting and finance. For almost 13 years, Beth has leveraged that comprehensive skillset and passion for people as a gifted real estate professional with a proven track record of success. She excels at executing thorough market value calculations and ROI analyses, and clients rely on her exceptional local network and her talent for dealmaking. Beth earned bachelor's degrees in accounting and finance with a minor in Spanish from Texas Christian University and an MBA from The University of Texas. She resides in Northwest Hills. In her free time, Beth enjoys watching her kids play sports, working out and travelling.

We provide customized solutions in the areas of finance, accounting and tax for real estate investor of all sizes. Please reach out and let us talk through your specific needs in more detail.