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Real Estate Services
With a strong background in real estate and over 30 years of public
accounting experience, our clients will not only receive real estate
counseling but an in depth analysis, taking into account their
individual, business and corporate tax status.
We offer
one-on-one, personalized assistance in even the most complex real estate
matters.
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Advisement on Buying or
Selling
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Specializing in Residential and Commercial
Property
Sales
and Exchanges
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Analysis of Refinancing vs. Line of Credit, Renting vs. Owning
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Locating Suitable Home for First-time Buyers or Existing
Residence Upgrades
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Residential and Commercial Property Management at Competitive
Rates
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Planning Strategies can be Customized to Permit Maximum Tax
Reductions
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Traditional Tax Savings Methods such as Deferred
Exchanges to Further Reduce Taxable Income
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Tax Ramification Solutions, such as “1031 exchange,” a Tax Deferred Exchange
Transaction!
(Maximize Investment Returns
while Minimizing Taxes)
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Member of the Realty Investment Association of
California (RIAOC)
(Wide
variety of Property Inventory)
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