I love helping clients who are paying too much in taxes. With my vast experience in tax planning and preparation, I've saved my clients millions of dollars through expert tax strategies. Running 4 miles a day with my dog is one of my passions, almost as much as saving people money on their tax bills.
Owners of small businesses and real estate investors from CA to FL appreciate my genuine care for their success. My areas of expertise include:
Self-directed IRAs and 990T filings for leveraged real estate
Solo 401ks
Hard money lending
Capital gain deferral through 1031 exchanges, charitable remainder trusts, private foundations, and Opportunity Zones
Additionally, many of our staff speak Spanish, allowing us to effectively serve the Latino community. Give us the facts, we'll save you the tax.
Licensing & Credentials
Services Offered
Tax Specialties
