Three clients who see the greatest savings.
And it is almost never because they did something wrong. It is because the tax code rewards decisions made before the year closes, and nearly everyone is working with someone whose job starts after it does. Find yourself below.
By the time a return is being prepared, every decision that could have lowered it has already been made.
Plan firstWhich 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
Different situations, the same missing piece
A landlord, a surgeon and an HVAC owner look nothing alike on paper. They arrive here with the same three problems.
Real money at stake
Enough tax exposure that a few percentage points is a meaningful number — which is what makes proactive planning pay for itself several times over.
A preparer, not a strategist
Someone competent is filing an accurate return. Nobody is calling in October to say what should happen before December 31.
Strategies heard, never implemented
They know the words — cost segregation, REPS, S-Corp. What they’ve never had is someone who owns making them actually happen.
Trusted by investors for decades, not seasons
Five-star reviews from real estate investors who stopped settling for a generalist.
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 same path, whoever you are
Four steps. The first one is free and takes half an hour.
Discovery Call — free, 30 minutes
A relaxed conversation about your situation. No documents, no preparation, no pitch. You leave knowing whether there is meaningful money on the table and roughly how much.
Comprehensive Tax Consultation
A one-hour working session plus a full review of your last three years of returns. We map your income, entities and exposure, then build a written strategy with specific action items and an order of operations.
Implementation, before the year closes
Elections filed, studies commissioned, structures formed, documentation systems started. This is the step most firms skip and the only one that actually changes your bill.
Year-round planning
Quarterly reviews, projections before Q4 decisions, and a plan that updates when your income, your portfolio or the law changes.
About working with us
Start with a conversation, not a commitment
Thirty minutes, no preparation, no obligation — and an honest answer either way.