Orange County's Well Trusted CPA

Tax Strategy That Matches Your Real Estate Ambition

Most CPAs wait for April to look at your numbers. We're working year-round, finding what you're leaving on the table before it's too late to act on it.

Licensed CPA · CaliforniaReal Estate SpecialistAI-Powered Solutions

The Difference Between Filing and Saving

Most tax professionals are compliance-focused. We're strategy-first.

We Plan Before April

While most CPAs react to what happened, we identify opportunities throughout the year: estimated payments, entity elections, and depreciation timing. All addressed when there's still runway to act.

Built Around Real Estate

Our practice is focused on real estate professionals: agents, investors, and property owners. That specialization shapes every strategy we build.

A CPA Who Actually Responds

We run a modern, AI-powered practice. Faster turnaround, clear communication.

How We Work With You

Three service lines. One goal: keep more of what you earn.

Tax Advisory

Quarterly strategy meetings, year-round planning, and proactive guidance tailored to your real estate portfolio.

Three tiers. Pricing determined upon discovery call.

Tax Preparation

Annual returns for individuals, LLCs, and S-corporations. Prepared by a CPA who knows every line of real estate tax law.

From $300 per return

Bookkeeping

Monthly QuickBooks maintenance, reconciliation, and reporting so your numbers are always clean and ready.

From $100/month