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Resources
TAX AND ACCOUNTING INSIGHTS FOR REAL ESTATE INVESTORS


Matt’s Money System
Over the years I’ve worked as a CPA, I’ve tested and reviewed many different systems for owning a profitable business that supports your...
May 1


The Benefits of Filing Early
As we approach the last couple of weeks of tax season, I’m always shocked at the volume of clients (and accountants) who prefer to jam in...
Apr 1


The Accounting Industry in 2025 - Matt’s Thoughts
The accounting industry is changing. The business model where clients walk into an office with a pile of tax forms and leave with a...
Mar 1


2025 Depreciation Quick Reference Guide
Depreciation is a powerful tax saving strategy. Here is what you need to know to make the most of it! What is Depreciation? Depreciation...
Feb 1


Tax Season Kickoff
In the spirits of the NFL playoffs and the college football national championship tonight, we are “kicking off” tax season with some...
Jan 20


2024 Year-End Tax Planning
Seasoned business owners understand that tax planning is an ongoing activity, and reviewing your tax plan periodically throughout the...
Dec 2, 2024


What Is A BOI Filing and Do I Have To Do It?
A quick guide to the new BOI filing requirement! Beneficial Ownership Information (BOI) Reporting A BOI filing refers to the “Beneficial...
Nov 1, 2024


Tax Guide for the Savvy House Hacker
The ultimate guide to maximizing the tax benefits of the house hacking strategy. “Disclaimer: This is designed to provide general...
Oct 1, 2024


The 4 Big Reasons to Have Awesome Financial Statements
Great bookkeeping produces great financial statements. This leads to tax savings, financial clarity, loan approval, and a better valuation!
Sep 1, 2024


Real Estate Professional Status
Real estate investors enjoy many tax benefits when building a portfolio of rental properties. However, high earning real estate investors...
Jul 31, 2024


The Social Media Advisor
Social Media tends to be a hub for fear of missing out (FOMO) and jealousy. This is true even when it comes to finances. Nearly half of...
Jul 1, 2024


S-Corporations - When They are Powerful, and When They are Not
Making the S-Corporation election can be a powerful tax saving strategy. With great power comes great responsibility. Before making the S-el
Jun 1, 2024


Independent Contractor’s Tax Companion
A guide to saving money on taxes while staying in compliance for independent (1099) contractors.
Apr 25, 2024


Saving Thousands When Selling Real Estate
Selling real estate can be a great way to make a profit, but it can also come with a hefty tax bill. Fortunately, there are ways to save on taxes when selling real estate, such as through an installment sale.
Mar 28, 2024


Common Taxpayer Resources
To help you get your tax questions answered faster, we’ve compiled a list of Taxpayer Resources from the IRS website for quick reference.
Mar 1, 2024


2024 Depreciation Quick Reference Guide
Depreciation is a powerful tax saving strategy. Here is what you need to know to make the most of it!
Jan 26, 2024


5 Steps to Getting a Fresh Start to Bookkeeping in 2024
Without accurate books, business owners lack the information needed to make well-informed decisions and may be missing out on tax deductions
Jan 1, 2024


2023 Year-End Tax Planning
More seasoned business owners understand that tax planning is an ongoing activity, and reviewing your tax plan at the end of the year...
Nov 30, 2023


Navigating the New Pass-Through Entity Tax Deduction
IRS Notice 2020-75 announced that the IRS intends to issue proposed regulations to allow state and local income taxes paid by a partnership
Nov 1, 2023


Tax Guide for the Savvy House Hacker
The ultimate guide to maximizing the tax benefits of the house hacking strategy.
Oct 1, 2023
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