You’re booked. Here’s how to make it count.
Check your email and phone for the calendar invite with your date, time and link. No preparation is required — just show up ready to talk about your properties and your goals. You’ll spend about 30 minutes with a member of our team.
- LengthAbout 30 minutes
- FormatVideo or phone
- PreparationNone required
- CostFree · no obligation
The invite is on its way to your email and phone. Plans change — you can reschedule any time.
What happens on the call?
Every Discovery Call follows the same simple arc — and ends the same honest way.
We learn your situation
We’ll ask about your income, your properties, and how you’re structured today — long-term rentals, short-term rentals, flips, or a W-2 job on top of it all. No jargon, no judgment.
You see exactly how we help
We’ll show you, in plain terms, how proactive tax strategy works for investors like you — and what our process could look like applied to your numbers.
Together, we decide if it’s a fit
If it makes sense to move forward, we’ll map out next steps together. Either way, we’ll either find meaningful money to preserve, or tell you honestly that you’re already well protected.
Come prepared (nothing required)
You don’t need to gather documents or build a spreadsheet. If you want to make the most of your 30 minutes, it helps to have these roughly in mind:
- Your rough annual income (yours, and your spouse’s if you file jointly)
- How many properties you own, and whether they’re long-term or short-term rentals
- Your current entity setup — LLC, S-Corp, sole proprietor, or none yet
- Whether you currently work with a CPA or tax preparer
- The one tax question or frustration you most want answered
Nothing above is required to attend — bring whatever you know, and we’ll fill in the rest together.
Welcome to Investors Accounting. Watch before your Discovery Call.
A short welcome from our team before we meet. A few minutes now means a sharper conversation on your call.
Start learning now
Whatever we don’t cover on your call, you can dig into here — at your own pace.
Advanced Tax Strategies
Browse the same library of strategies our team uses with investors every day — cost segregation, REPS, the STR loophole, 1031 exchanges, and more.
Explore the library →E-Books
Three focused guides written by Roger T. Herring on the strategies investors ask about most. $27 each, or all three for $49.
Browse the e-books →The Wealth Preservation Blueprint
See how entity structure, REPS/STR status, cost segregation, and 1031 exchanges work together as one system, not a pile of separate tricks.
View the e-course →Need to reschedule?
Life happens. If your time no longer works, use the same booking link to pick a new slot — no need to call.
Prefer to talk it through first? Call us at (678) 690-5228.
Frequently asked questions
Yes. It’s a completely free, no-obligation 30-minute conversation with a member of our team. There’s no charge and no pressure to move forward afterward.
No preparation is required. It can help to have a rough sense of your income, your properties, and your current setup in mind, but you don’t need to gather any paperwork for this call.
You’ll meet with a member of our team who will walk through your situation and how we work with investors. If it’s a fit to move forward, your next step is a Comprehensive Tax Consultation, reviewed line-by-line by founder Roger T. Herring, MSCTA.
That’s common, and it’s fine. Most of our clients come to us with a CPA already filing their returns. We focus on proactive, year-round strategy — the planning work that happens before the filing, which a generalist preparer often doesn’t have time to do.
If it looks like a fit, the next step is a Comprehensive Tax Consultation — a one-hour session where we review your last three years of returns and build a written strategy with concrete action items. From there, we help you put a proactive, quarterly preservation roadmap in place.
Watch the most popular strategy videos
Thousands of investors learn from our YouTube channel every month. These are the ones they watch most.
Our most-watched lesson
The video real estate investors keep sharing — start here.
How to get 100% deductibility on a vehicle
The rules for writing off a vehicle through your real estate business.
Asset Protection 101
Why equity in your own name is exposed, and how structure puts distance between a claim and what you’ve built.
Popular Shorts
Add the call to your calendar, and we’ll see you soon
Your Discovery Call is confirmed — no forms, no fees, no obligation. If you’d like to get even more out of it, watch the short welcome video above. And if your time stops working, it takes seconds to pick a new one.