You want a trusted partner who understands the nuances of tax planning, communicates and applies them effectively and follows through with full implementation.
Clear Communication
We break down your planning options in layman's terms.
Client-Focused
Your goals shape every plan we build. We listen first, then we act.
Proactive Planning
We ensure a customized plan is implemented for you to achieve optimal short and long term tax savings.
Clients come to us for high-level tax planning and consultation. We help them utilize optimal tax planning to reduce their tax burden, build long-lasting wealth and achieve financial freedom.
Successful real estate investors, business owners and other high earners choose to work with us because we are heavily results-oriented. They want proactive tax planning, effective communication, and confidence to understand and plan as they grow.
Built Around Tax Reduction
Our goal is to effectively reduce your taxes in-line with your overall financial goals.
Custom Tax Planning Solutions
No two investors are alike. We design strategies that fit your portfolio, your goals, and your future.
Dedicated Team
You get an invested team who know your name and your numbers. We're here when you need us.
Customer Focused
Your success is the measure of ours. We put your needs at the center of every decision we make.
We hold a 90 minute deep-dive planning meeting to learn more about where you are at and develop the optimal plan for where you want to go.
2
Implementation of custom tax-advantaged strategies
We put the plan in place and work alongside you to ensure all strategies are properly implemented.
3
Maintenance
We meet regularly throughout the year, ensure compliance and accounting matters are handled, and plan for current and future tax liabilities.
Trusted Results From Real Investors
Posted on Google
suitcase travel
Trustindex verifies that the original source of the review is Google.
Great business
Have a small real estate llc
been thru numerous Tax/cpa firms last 10 years - this one by far best , accurate , personable & available
highly recommend
Posted on Google
Dan Lewkowicz
Trustindex verifies that the original source of the review is Google.
Payton Gillis, CPA is an absolutely incredible resource! I’ve spoken on two different webinars with Payton and was blown away by his knowledge and presentation. I would recommend any real estate investor looking for a top notch CPA who specializes in real estate to reach out to Payton ASAP!
Posted on Google
Joshua Littrell
Trustindex verifies that the original source of the review is Google.
Payton is spot on. He will transform your tax game strategy. I highly recommend him to anyone.
Ready to Keep More of What You Earn?
For busy investors and business owners, every month without a solid plan is potential money lost and more uncertainty. Let's build and maintain a strategy that protects your success and ensures peace of mind while growing your wealth.
