Advisory Services

Offering Advisory Services to Real Estate Investors


It’s that buzz word that we all keep hearing. Accounting journals, CPE classes, books, podcasts, etc., all telling us that we need to start making the shift from compliance to advisory if we want our tax and accounting firms to survive in the 21st century.

Of course, that advice is quite accurate. As more and more compliance services become automatable with advances in technology, and then actually … [ Continue reading ]

Real Estate Investors Make Great Clients

According to IRS tax return data, over 10 million American individuals (not even counting business entities) own at least one rental property.

That’s about 1 in 15 individual income tax returns filing a Schedule E with rental income.

As both a tax pro and a real estate investor myself, I find this statistic to be absolutely fascinating, particularly when viewed through the lens of a subject that … [ Continue reading ]