Strategic Tax Planning and Avoidance
Your Long-Term Partner for Building and Protecting Your Wealth
We create and preserve wealth for real estate investors and high-income/net worth clients.
Investors Accounting, LLC is a specialist accounting firm offering strategy, planning and tax services designed specifically for who the IRS terms REAL ESTATE PROFESSIONALS:flippers, wholesalers, land lords, property managers, agents and brokers.
Our team is the most knowledgeable and experienced at keeping your money doing what it’s supposed to: Multiplying.
Services Overview
You made the money; let us show you how to keep it through timely and effective tax planning and strategy.
Tax Strategy
What is Tax Strategy? Now that you have earned money, wouldn't it be great if you could keep it? That's where tax strategy comes into play! A well-designed strategy allows you to maximize the amount of money you keep for reinvestment. Our goal is to legally minimize your tax burden. We achieve this by leveraging existing sections of the tax code and utilizing legitimate loopholes. Through these methods, we can reduce or even eliminate your tax liability. Developing a personalized tax strategy is our utmost priority. Our approach consists of a combination of effective tactics and significant maneuvers. By implementing our plan, several of our clients have managed to reduce their taxes by five to six figures! How much can we potentially save you? Click here to schedule an initial consultation and start exploring your options!
Tax Preparation
Our tax preparation team, led by Wendy Cruz, the Compliance Team Supervisor, is dedicated to providing exceptional service. Once we have developed your personalized tax strategy, our diligent Compliance Team takes charge of preparing your taxes with precision and attention to detail. Throughout the entire process, your assigned Tax Professional will be there to support and guide you. To ensure accuracy, our team meticulously collects all relevant financial records and documents, both for your personal and business matters. We have implemented a streamlined process that allows you to securely upload your documents to our client interface. Based on the information gathered and your personalized tax plan, our Compliance Team will expertly prepare your tax return. They work closely with our Planners to ensure that your taxes are minimized in alignment with your plan document. Every tax return undergoes a rigorous review process to minimize errors and maximize tax benefits for our clients. Once the review is complete and the return is approved, it will be promptly uploaded to the client interface for your signature and convenient e-filing.
Tax Education
We strongly emphasize the importance of continuing education as a fundamental aspect of wealth- building. In order to provide you with valuable resources, we offer a wide range of free educational videos on our YouTube channel. Additionally, we organize a minimum of four live seminars each year. Feel free to click the links above to access our YouTube page or explore the details of our upcoming seminar to see the wealth of knowledge they have to offer.
Clients Refer To Us For
Wealth Strategy, Asset Protection, Tax Avoidance, Tax Strategy, LLC, Income Depreciation, High Income Advisor, High Net Worth Guide, Real Estate Investor Success
Our History
Open Over 20+ Years
Investors Accounting LLC was originally founded in 1999 under the name SBS: Southern Business Solutions
Focused On Investors
SBS was officially reorganized as Investors Accounting in 2006 and changed focus to work specifically with real estate investors
Established A Strong Team
Since 2019, we have added 3 additional accountants to our team; Josh, Wendy, & Kadeia. These additions have allowed us to specialize success for our ever growing client base.
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“Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one’s taxes.”