Use your real estate for the maximum tax benefit
We help real estate investors leverage real estate to reduce taxes, increase cash flow, and build long-term wealth through proactive tax planning and strategic advisory.
Taxes Are Your Biggest Expense For Your Real Estate
Real estate is one of the most powerful ways to reduce your tax bills but the tax code is complex and you’re not using the right strategies to take full advantage of it
Missed Opportunities
Investors don't take advantage of all the available deductions, credits, and strategies that are available that can drastically reduce their tax bills.
Complex Rules
Navigating real estate tax laws, strategies, and requirements can be complex and overwhelming due to all the factors to consider.
Audit Risks
Real estate tax strategies are often scrutinized without the right approach and proper documentations
Time-Consuming
The time and effort it takes to research and try to apply real estate tax strategies yourself can be extremely risky and take time away from you growing your portfolio.
Proactive Tax Planning for real estate investors
We take a proactive, strategy-first approach to real estate tax planning to help you leverage your real estate portfolio to the fullest extent to legally reduce your tax bill.
Our approach goes beyond basic tax filings to ensure you take advantage of all the opportunities available to you and plan for the most favorable outcome.
- Identify and maximize real estate tax deductions
- Implement tax strategies such as cost segregation studies, short-term rentals, REPS, Section 179 + bonus depreciation, and more
- Structure properties to offset all other sources of income
- Tax defement strategies and preparation for property sales for the best results
Comprehensive Real Estate Tax Strategies
Correct structuring and real estate tax strategies to leverage your properties for the maximum tax benefit
Rental Property Tax Planning
Maximize deductions, depreciation, and structure improvements properly.
Short-Term Rental Strategy
Discover how to structure and operate a short-term rental property to offset your other sources of income.
Cost Segregation
Use an engineered report to identify the individual components of your property to accelerate depreciation.
Real Estate Professional Status
Discover if you can qualify as a Real Estate Professional Status to have your real estate activities to be non-passive.
A Clear, Proactive Advisory Process
A structured process designed to turn analysis into practical decisions.
Discovery
We learn about your properties, activities, and goals to identify the correct approach for your tax plan.
Tax Analysis
We evaluate and uncover all the opportunities, tax strategies, structure optimizations and more to align with your overall tax plan.
Implementation
We put the tax strategies into action and coordinate the appropriate steps with your legal, finance, and accounting professionals to bring it all together.
Execution
We complete the tax strategies, entity structuring, and everything else in your tax plan to be reflected on your tax return. Ongoing support and guidance on any changes in tax law or new opportunities will be presented.
Your Trusted Partner in your long-term success
Real estate is one of the most powerful tools to reduce your tax bill but it requires the experience of an expert that knows what works for your situation as well as executing the strategies the right way to prevent any audits.
You need a tax plan that’s more than just a list of real estate deductions to leverage your properties for the maximum tax benefit.
Effective tax planning for your real estate requires careful planning to ensure that the losses are able to offset your other sources of income instead of remaining unused as passive losses.
Designing and executing a tax plan comes with many moving parts and requires the expertise of someone who has done this for a long time to make it successful.
Unlike other firms focused on tax returns, Reserve Tax Advisors specializes and are experts in tax planning for real estate professionals just like you.
Focused on Tax Strategy
Our focus is on the tax strategies with your real estate that lower your tax bill.
Personalized Service
Our services are tailored and designed for your specific real estate portfolio and tax situation.
Informed Decisions
Every decision you make has a tax consequence and we focus on making the right moves beforehand to ensure you can make the right decision with confidence.
Experience With Proven Results
Strategic guidance from a licensed EA with over 13+ years of real-world experience with proven results working with real estate investors with various portfolios.
Our CEO And Lead Advisor
Jonathan Kim, EA
Jonathan Kim is an Enrolled Agent with the core mission of helping business owners and real estate investors keep more of their hard-earned income.
With over 13+ years of experience working with successful business owners and real estate investors, he realized that they weren’t aware that there were ways to lower their tax bills instead of paying 5 to 6 figures in taxes every single year.
After this realization, Jonathan chose to specialize in developing highly personalized tax plans that are designed for each unique business and real estate portfolios to ensure that the highest value is provided to each client that works with Reserve Tax Advisors.
Jonathan is passionate about tax law and is knowledgeable in the various factors that can make or break any tax strategies that are implemented for you. He founded Reserve Tax Advisors and used his knowledge and background to to ensure that the appropriate steps are taken for your tax plan to bring you the most value when it comes to lowering your tax bill and protecting what you’ve built.
Frequently Asked Real Estate Tax Questions
There are various strategies such as the short-term rental strategy, REPS, cost segregation study, and more but we will need to identify the specific strategies that will work for your unique situation.
These strategies will not work for everyone and are dependent on various factors.
No, you do not need to change your current CPA.
While we also offer tax preparation services to our advisory clients, you do not need to prepare your taxes with us.
We can be your tax advisor while you keep your current CPA for your tax return and we will coordinate with them as needed.
Filing a tax return is a basic compliance requirement that reports your income and basic deductions for the year which does not save you any amount on your tax bill.
If your goal is to use your rental properties to drastically lower your tax bill, you will need a tax plan that aligns with that goal.
A cost segregation study is an engineering report that identifies all the individual components that make up your property.
Each component may have a different useful life for depreciation purposes which may accelerate the amount of depreciation you can take upfront.
A cost segregation combined with some other tax strategies can be a powerful way to offset your income from other sources such as your W2 income, business income, or capital gains.
use Your real estate correctly to lower your tax bill.
Schedule a complimentary consultation to discuss your situation and whether our advisory services are a good fit.
