Tax Strategist | CPA, MBA + Wharton FP&A | CFO-Level Planning
Most real estate investors earning $250K or more are overpaying $30,000 to $100,000 per year in taxes. Not because the strategies don't exist, but because no one is executing them. I'm a licensed CPA with an MBA from the University of Michigan and 17 years of experience in corporate accounting and finance. I help investors and business owners keep six figures they're currently handing to the IRS unnecessarily, using advanced strategies: short-term rental loophole, cost segregation, bonus depreciation, REPS qualification, and optimized entity structuring. My clients include business owners who hold real estate, landlords, short-term rental operators, flippers, and active investors who want to turn real estate into a tax-saving engine, not just a passive investment. If you run an operating business alongside your portfolio, that's usually where the largest savings sit, since S-Corp election and reasonable compensation planning stack on top of the property strategies. My clients don't just file cleaner returns. They build tax-efficient portfolios that compound faster. Most identify five- to six-figure savings in year one. Based in Katy, TX and serving clients nationwide. If you're not sure whether you're leaving money on the table, you probably are. Book a free 30-minute Tax Strategy Call at https://go.horizonwealthtax.com/call. I'll tell you on the call whether I think we can save you enough to justify the engagement.
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