Tax and Financial Services for Real Estate Agents and Brokers
Working alongside real estate agents & brokers with Tax Planning, Bookkeeping, Tax Prep, CFO Services, Payroll, and Insurance.
Tax Credits
2023 Hidden Tax Breaks: Upcoming Opportunities for Realtors
The IRS may randomly select businesses, including real estate firms, for audit regardless of size or industry, aiming for a representative sample. After reviewing tax returns and documentation, an IRS Agent verifies accuracy, requests supporting documents, and asks questions about operations, finances, and tax compliance. They issue deficiency notices for underreported income or improper deductions, assist with compliance, and impose fines if necessary.
When the IRS Reaches Out For Mistakes: How to Guide for Realtors
The IRS may randomly select businesses, including real estate firms, for audit regardless of size or industry, aiming for a representative sample. After reviewing tax returns and documentation, an IRS Agent verifies accuracy, requests supporting documents, and asks questions about operations, finances, and tax compliance. They issue deficiency notices for underreported income or improper deductions, assist with compliance, and impose fines if necessary.
Unlocking Tax Savings in Real Estate: 7 Strategies to Implement Quarterly
Unlock the secrets to maximizing tax savings in real estate with our free ebook, ‘Unlocking Tax Savings in Real Estate: 7 Strategies for Success.’ Discover proven techniques to legally reduce your tax burden, increase profitability, and leverage tax-saving opportunities. Download now and gain expert insights from experienced real estate professionals to optimize your investments.
Tax and Financial Services for Small Businesses
Working alongside small businesses owners to implement Tax Planning, Bookkeeping, Tax Preparation, CFO Services, Payroll, and Insurance.
Tax and Financial Services for Trucking Companies
Working alongside trucking companies to implement Tax Planning, Bookkeeping, Tax Preparation, CFO Services, Payroll, and Insurance.
Unlock Thousands in Tax Savings as a Realtor with Proven Strategies
Join us in the seminar to learn how realtors can double or triple their tax savings by using proven tax strategies. Hosted by Omar A. Garcia and the Brownsville / SPI Board of Realtors. Friday, January 27, 2023 at 9:00am.
Tax and Financial Services for Trucking Companies
Working alongside trucking companies to implement Tax Planning, Bookkeeping, Tax Preparation, CFO Services, Payroll, and Insurance.
How to prepare for a meeting?
Almost all the clients we’ve helped already have a bookkeeper, accountant, or CPA; some are even their family members or friends. Unfortunately, we found it’s very rare that they are also tax strategists.
How Rising Inflation May Lead to Higher Tax Bills
Inflation has been rising over the past year. Taxes haven’t increased as quickly as inflation, but now it’s possible to pay more in taxes than you used to; this is because the IRS calculates taxes based on income and inflation.