You’ve built a portfolio. We help you keep more of what it earns. As small business accountants who specialize in real estate, we partner with residential and commercial property owners across Maine, New Hampshire, New York, and beyond to reduce your tax liability and protect your holdings. Let’s turn rental income into real generational wealth.
Schedule A Consultation
You’re collecting rent, but the passive income doesn’t feel all that passive anymore. If that sounds familiar, you’re not alone. And you don’t have to keep managing it this way.
You built this portfolio to create income that works while you sleep. Instead, you’re fielding calls and untangling paperwork. You’re writing IRS checks that a smarter strategy could have eliminated. Your holdings are worth a plan that matches their complexity, and we can help you build one.
Most accountants treat your properties like a list of income and expenses. Our service treats them like a wealth-building ecosystem.
We’re 100% remote, so no office visits or paperwork shuffles. We plug into your workflow and keep you ahead of every deadline.
Everything your portfolio needs to perform at its full potential. Five integrated services, each built around the real financial demands of owning and growing real estate in the northeast and beyond. No generalists.
We build forward-looking tax structures for your portfolio - not just last year’s return. That means timing your depreciation schedules and identifying cost segregation opportunities on eligible properties. Planning 1031 exchanges before the clock starts. Every deduction and every deferral gets captured on purpose.
Explore ServiceOur concierge accounting service takes the bookkeeping burden off your plate. Multiple properties, multiple entities, multiple accounts. We bring it all into one clean picture so you always know where you stand. You’ll never have to spend a weekend reconciling spreadsheets again.
Explore ServiceWe give you the financial clarity to move from reactive landlord to strategic investor. Whether you need fractional CFO services or ongoing coaching, we provide cash flow forecasting and acquisition modeling so you can evaluate your next property with real numbers.
Explore ServiceIf you have property managers, maintenance staff, or office support on payroll, our HR services keep your compliance clean and your team supported. Proper worker classification and payroll structure protect you from costly surprises, giving you one less thing to worry about when you’re already managing multiple properties.
Explore ServiceReal estate taxes aren’t one-size-fits-all, and our business tax consulting reflects that. Each state has its own rules, and we know them inside out.
Portland's growing commercial market, coastal vacation rentals, and Maine’s property transfer tax landscape.
We help you maximize deductions while staying compliant with state-specific disclosure and entity rules.
No personal income tax makes NH attractive, but the Current Use program, RETT, and BET still require careful planning.
We structure your holdings to take full advantage of NH’s favorable environment without the hidden surprises.
New York’s complex transfer taxes, mansion tax thresholds, and multi-entity compliance requirements demand a specialist.
We manage cross-border holdings, optimize for NY’s high-tax environment, and keep your structures airtight across state lines.
Based outside of these states? We serve clients coast-to-coast, so reach out today to see how we can support your business remotely.
As small business owners ourselves, we understand that real estate is one of the most powerful wealth-building tools. But most investors never fully realize what it can do for the next generation, because nobody built a real plan around it.
We integrate tax-advantaged retirement contributions into your annual strategy alongside your portfolio income.
You’re building personal savings and real estate equity at the same time, not choosing between them.
With the right entity structure and estate planning coordination, your properties can transfer to your kids with minimized tax exposure.
We help you build holdings that are organized, protected, and genuinely ready to become a legacy.
You’ve done the work of building a real portfolio. Now let’s make sure your tax planning is doing the same work for you.
Book A Call
