Discovery Meeting Scheduled

Posted Wednesday, September 3, 2025

Discovery Meeting Schedule

Thank you for scheduling your Discovery Meeting. We are excited to chat with you. Here are some resources to review in the meantime-

Tax Reduction Strategies

Discover practical strategies for reducing taxes while keeping you on the right side of things.

Late S Corp Election

We can prepare and file a late S Corp election (Form 2553) back to January.

Reasonable Shareholder Salary

What to pay yourself as an S Corp owner is one of the toughest questions to answer.

Short-Term Rental Loophole

Average guest stay of 7 days or less and material participation. Easy! What could go wrong?

Real Estate Professional Status

Learn the rules and pitfalls of being Real Estate Professional Status (REPS).

tax advisor

Accounting Bookkeeping Services

Tired of doing your books? We offer accounting bookkeeping services for your business and rental property.

Tax Planning Season

Tax planning season is here! Let's schedule a time to review tax reduction strategies and generate a mock tax return.

Bookkeeping Services

Tired of maintaining your own books? Seems like a chore to offload?