We Know Real Estate,
Because We Live It
Led by Jennifer Shrewsberry, a Certified Main Street Tax Advisor, investor, and unapologetic numbers nerd, our team brings real-world real estate investing experience to your books and tax plan.
Whether you’re managing short-term rentals, growing a long-term portfolio, or building out multiple income streams — you deserve a tax strategy built for how investors actually operate.
Who We Serve:
Established Real Estate Investors
Short-Term & Long-Term Rental Owners
Realtors, Brokers & Flippers
High Earners Looking to Lower Their Tax Bill
Service-Based Business Owners (Bonus if you own property!)
Revenue Range: $250K+ (but if you’re in real estate, we’ll talk)
What We Do Best:
💡 We’ve helped our clients save between 10% to 30% on their tax liabilities. Let’s see how much we can help you save!
Bookkeeping
That Doesn't Suck
Say goodbye to spreadsheet chaos and mystery expenses. We clean up your books, track everything accurately, and help you run your real estate like the business it is.
Tax Prep
That Pays for Itself
You make the money, we make sure you don’t hand it over to the IRS unnecessarily. Smart, legal, and aggressive (in all the right ways).
Real Estate
Tax Advisory
We don’t just file your taxes — we plan them. From STR loopholes to pro status to multi-entity setups, we help you build a tax strategy that grows with your portfolio.
Business Consulting
That Gets Real
Need to set up an S Corp? Pay your kids? Build a retirement plan or clean up that LLC mess? We’ll walk you through it and make it make sense.
Payroll
That’s On Point
We set up and manage payroll that works with your entity structure and tax plan — so you’re not overpaying in taxes or running afoul of compliance.
Real Wins From Real Clients:
💰 Saved a high earner $66K with tax planning
💰 Took a $150K capital gain and still delivered a refund
💰 Helped a client go from “owing” to a $20K refund with a strategic pivot
💰 Saved a stranger $1.8M in taxes (yes, really)
We don’t do theory. We do results.
Real Talk: Why Bookkeeping Matters
When your bookkeeping is a mess, so are your taxes. Here's how we help you clean it up:
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Separate personal and business transactions.
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Maintain spreadsheets or software to track expenses.
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Create a balance sheet for your RE investments.
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Keep digital records of statements and receipts.
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Use tools like Lowe's & Home Depot project tracking.