Tax & Financial Services in Vermont

REI Exclusive Bookkeeping Firm with dedicated teams serving landlords, wholesalers, houseflippers, STR/MTR operators, & syndication/funds. We work in tandem with your existing team (PMs, tax pros, lenders, etc.) to keep your books accurate every month, and keep clients confident in their financial status. view more

Building wealth is hard. You've earned the right to earn more. Make sure you are partnering with the right team to keep more of what you take home. We bring Wall Street strategies and experience to Main Street. view more

Specializing in real estate and short-term rentals, we help high-income professionals like doctors, lawyers, technology entrepreneurs, international investors, and corporate executives optimize their investments for strategic tax planning. As a boutique Miami firm, we provide tailored solutions to maximize your wealth and achieve your financial goals. view more

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

Pay Less in Taxes and Keep More of Your Real Estate Profits At Straight Talk CPAs, we specialize in helping real estate investors legally reduce taxes and maximize cash flow—so you keep more of what you earn. Unlike most CPAs who just file your tax return, we take a strategic, proactive approach to ensure you take advantage of every tax deduction, credit, and loophole available. As real estate investors ourselves, we understand the tax challenges you face—whether it’s depreciation st... 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

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

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