Year-round tax planning from a CPA who works with agents every day.

Navi built his firm around one belief: real estate agents deserve a tax advisor who plans ahead, not one who just files a return in April.
Before opening his practice he spent more than 15 years in banking and accounting at Wells Fargo, JPMorgan Chase and Deloitte & Touche, consulting businesses with $10M in annual sales and auditing publicly traded companies.
Today he works with real estate agents and their teams, and brokers invite him to teach at their sales meetings.
Most CPAs collect your 1099 and expenses, prepare the return and send the bill. Navi plans before the year ends, while there is still time to change the number. As a client, your bookkeeping, tax preparation and year-round tax planning are handled by our team in one place.
The strategy call is free. On it we tell you what a custom plan would involve and what it costs so you can compare it with what you could save. The better question is how much is your current setup costing you.
The strategy call is an opportunity for us to learn about your real estate business, understand your biggest tax and financial challenges, and discuss how we may be able to help. We'll also explain our approach and tell you honestly whether we are the right fit.
We use strategies the tax code allows, and we explain each one before you decide to use it.
A short application, one 30- to 45-minute call, and then our team does all the heavy lifting.
We keep your information private. Privacy Policy