Protect Your Real Estate Wealth — For the Next 40 Years.
Stop thinking about taxes one year at a time. Our Florida-based CPAs build 30–40-year tax strategies that safeguard your real estate portfolio, reduce lifetime taxes, and preserve generational wealth.
Average annual savings: $72,000+ per client
$12M+ total tax savings identified since 2020
9/10 investors continue with multi-year planning
Discovery Call (30 Minutes)
→ Identify current tax structure and missed opportunities.
(92% of clients find at least one major deduction missed.)
How We Design Your 40-Year Tax Roadmap
Strategic Blueprint
→ We map a 30–40 year forward-looking tax strategy that aligns with your real estate goals.
(Designed to save up to 37% of taxable income over time.)
Implementation & Entity Structuring
→ We handle filings, reclassifications, and ensure compliance with state and IRS rules.
(Every plan reviewed by a licensed CPA.)
Ongoing Optimization
→ Annual review and lifetime support — your tax plan grows as your portfolio grows.
Real Clients. Real Results
Metric
Depreciation Deductions
Tax Liability
Lifetime Tax Exposure
Before
$41,000
$189,000
$3.2M
After Strategy
$128,000
$113,000
$1.9M
“Stevan saved us $110,000 in the first year and helped us build a plan that extends 30 years ahead. It’s peace of mind you can’t buy elsewhere”
Why We Build Strategies That Outlive Tax Seasons.
We’re not your typical CPA firm. We specialize in helping Florida’s real estate investors design lifetime tax strategies — not just file returns.
Our holistic, proactive model integrates entity design, depreciation planning, and capital gains timing for maximum long-term wealth preservation.
Licensed CPA Firm (Florida & New York)
24-Hour Response Guarantee
15+ Years of Combined Experience
Featured in: Forbes, BiggerPockets, NAR Wealth Council
From Overpaying to Overprepared
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“After my first call, they found $46K in missed deductions”
Laurie Payton
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“We restructured two LLCs — my lifetime tax savings exceed $400K.”
Jamie Kokot
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“They made taxes part of my investment strategy”
Lindsey Beumer
Your Real Estate Deserves a 40-Year Strategy — Not a Yearly Guess
Most investors plan for appreciation. We plan for after-tax wealth.
Schedule your strategy call and see how much more you could keep.
Square Accounting © 2025 | CPA-Led Tax Strategy | Florida Real Estate Specialists
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