We help you stop overpaying your taxes.
Real estate investors, business owners and high-income professionals hand the IRS tens of thousands more than the law requires, every year, simply because no one is planning ahead. In a free 30-minute Discovery Call, a no-cost tax strategy consultation, we’ll show you where your wealth is leaking and what a proactive strategy could preserve.
Illustrative federal estimate, not tax advice. See assumptions
Assumes 20% land value, a typical cost segregation result, and 100% bonus depreciation for property acquired after Jan. 19, 2025. Using the losses against other income generally requires Real Estate Professional Status for long-term rentals. Depreciation may be recaptured when you sell.
Which of these is your situation?
Pick the one that sounds most like you. Each path starts where the frustration actually is, shows what becomes possible, and ends with the results you can reasonably expect.
Real Estate Investors
You own doors. You’re growing. And every year a bigger share of what the portfolio produces goes to the IRS instead of the next acquisition.
- Cost segregation & look-back studies
- REPS and the short-term rental tests
- 1031 exchanges and exit planning
High-Income W-2 Professionals
Your income is excellent and almost none of it is shelterable. You max the 401(k), you write the check, and you watch a third of your work disappear before it reaches you.
- Making rental losses non-passive
- The spouse strategy for REPS
- Audit-ready participation logs
Trades & Business Owners
You built a real business with trucks, crews and revenue — and you’re taxed like a sole proprietor who got lucky. The structure never caught up to the growth.
- S-Corp election done defensibly
- Section 179 on fleet & equipment
- Buying the shop you rent today
The strategies that change the bill
Plain-English guides to the moves we use most, each with a quick answer, who it fits, and the mistakes that cost people money.
Cost Segregation for Real Estate Investors
A cost segregation study breaks a property into its components — plumbing, lighting, land improvements — and depreciates them over 5, 7 or 15 years instead of 27.5 or…
Read the strategy →The Cost Segregation Look-Back Study
Yes — you can run a cost segregation study on a property you bought years ago and take the entire catch-up deduction on your current return, as long as the…
Read the strategy →The Short-Term Rental Loophole
If your short-term rental’s average guest stay is seven days or less and you materially participate (commonly 100+ hours and more than anyone else), the property is…
Read the strategy →How Real Estate Pros Get Unlimited Rental Deductions
Normally rental losses are passive and only offset passive income. Qualify as a Real Estate Professional — 750+ hours a year in real estate in an owner’s capacity, more…
Read the strategy →Deferring Taxes with a 1031 Exchange
A 1031 exchange, named for Section 1031 of the Internal Revenue Code, lets you defer capital gains tax when you sell an investment property and reinvest the proceeds…
Read the strategy →Lower Self-Employment Tax with an S-Corp Election
An S-Corp election lets an LLC or partnership be taxed as an S-Corporation. You pay yourself a reasonable salary (subject to payroll tax) and take the rest as…
Read the strategy →See how much of your wealth is quietly leaking away
Seven quick questions. We’ll show you where the leaks are, then you decide whether a call makes sense.
What happens after you book a call?
Our promise is simple: we’ll either find meaningful money to preserve, or tell you honestly that you’re already well protected.
The Discovery Opportunity Call
A free, no-prep, 30-minute introduction where we get to know your wealth-preservation needs, discuss your goals, and explain how we can help. If it’s a good fit, we move to Step 2.
The comprehensive evaluation
If it’s a fit, we study your last three years of returns and model the plan — reviewed line by line by Roger himself — so you know exactly what can be preserved and how.
Your preservation roadmap
Proactive tax systems that preserve wealth and tax filing that keeps you compliant with IRS advances tax strategies.
Preservation is the whole job.
A generalist files what already happened. We work the other direction — preserving what you’ve built from the taxes, claims, and erosion that shrink it, so your capital stays yours and keeps compounding. Built for real estate investors, business owners and high earners serious about generational wealth.
I’ve used Investors Accounting for many years and would recommend them to all real estate professionals that are looking for an accountant with specialized knowledge in industry specific tax strategy.
Real estate professional · long-time client
Reasonable price. This company has been our accountants for several years now and has consistently provided not only good service for our somewhat complicated tax returns, but also good advice for tax planning as we get closer to retirement. Would highly recommend!
Client for several years
Finding an accountant who actually understands the nuances of real estate is a game changer. In 2007, my previous accountant was finding it difficult to answer questions regarding my rental properties. A CPA referred me to Roger Herring and his firm Investor’s Accounting has been preparing my taxes ever since. They aren’t just number crunchers, they save me thousands. Highly recommend for any investor!
Rental property investor · client since 2007
The only way to lose is to keep overpaying
Our “worth your time” promise
Give us 30 minutes. We’ll either show you real, specific money you’re leaving on the table — or tell you honestly that you’re already well protected. No cost, no obligation, no hard sell.
Find out what your CPA isn’t telling you
Thirty minutes could be worth tens of thousands a year — every year you wait. There’s no cost and no obligation. The only thing you can’t get back is another tax year of overpaying.