Directory/The Investors Accountant ~Proactive Wealth Preservation for REI's~

The Investors Accountant ~Proactive Wealth Preservation for REI's~

Services

Tax Preparation
Tax Advisory
Strategic Advisory

Keep More of Your Hard-Earned Money. You can uncover powerful, often-overlooked tax planning opportunities that save our clients $30,000 to $100,000+ annually. We’ll take time to understand your unique financial picture & design your custom plan.

Don’t settle for generic advice. Let us show you how proactive strategic planning can reduce your tax burden and fuel your growth.

+ Short Term Rental Loophole

+ Cost Segregation w/ Accelerated Depreciation

+ 1031 Exchange

+ Roth Conversions

+ Flips, wholesale, BRRR, land, syndication, and more

+ Real Estate Professional Status, "REPS"

+ and more! Schedule a free discovery call to see if we can solve your situation.

"If I could give more than 5 stars, I would. Roger is a real estate tax and strategy expert, let me tell you! He and his team are incredibly knowledgable. My husband and I joined Roger's tax advisory program this year and we've been blown away at all he's assisted us with; tax strategy, asset protection, 1031 advising, investment/growth planning, tax filing, etc. etc. Roger and his team know what they're doing and we only wish we had found them sooner."

Rachel Maloney

Real Estate Investor at Mission Peak Properties

Baselane and The Investors Accountant ~Proactive Wealth Preservation for REI's~

Baselane can organize your banking. Investors Accounting can help you optimize your strategy and preserve your wealth. We integrate with Baselane to help transfer your tax information smoother for you.

See what Baselane and Investors Accounting can do for you.

Use Cases

Real Estate Professional Status nets $176K

Kelley is a Marketing Exec with a W2 = $315K. Mike is a REAL ESTATE PRO and manages their 5+ rentals This creates an Annual PHANTOM LOSS $75K (Manufactured) With these advanced tax strategies implementing their initial AGI of $315K will be reduced by $75K to $240K, reducing their taxable income significantly. Mike and Kelley actual positive cash flow = $146,000.00 How much of that is taxed? ZERO Current tax benefit: 1) Deduct 75K Phantom Loss 2) At effective combined Fed and State tax rate of 40.5% savings is: $30,375 3) Add back the positive cashflow: $146,000+$30,375 = $176,375

Ready to connect with The Investors Accountant ~Proactive Wealth Preservation for REI's~?

Book A Discovery Call

85 Fifth Ave, Floor 7
New York, NY 10003

Customer Support Hours:

Mon - Fri: 9am - 7pm ET

Sat - Sun: 9am - 5pm ET

Phone Support Hours:

Mon - Fri: 9am - 6pm ET

+1 (888) 586-1618

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*All testimonials, reviews, opinions or case studies presented on our website may not be indicative of all customers. Results may vary and customers agree to proceed at their own risk.

No purchase necessary. A purchase will not increase your chances of winning. Open only to legal residents of the 50 US/DC, 18 years of age and older, and are landlords or real estate investors. Void where prohibited by law. Sweepstakes starts at 12:00 a.m. ET on 6/1/25 and ends at 11:59:59 p.m. ET on 8/31/25. Subject to Official Rules, including how to enter, free method of entry, prize details, odds, and restrictions, click here . Sponsor: Skylight Financial Services Inc. dba Baselane, 90 Fifth Avenue, Floor 10, New York, NY 10011.