[FREE GUIDE] TAX SECRETS FOR THE SELF EMPLOYED Download
[FREE GUIDE] TAX SECRETS FOR THE SELF EMPLOYED Download
Real Estate continues to be one of the most sought-after forms of investing, but with great earnings comes heavy taxes. So for anyone looking to make any short or long-term investments, it’s essential to consider taxes as part of the deal.
So WHO you partner with tax-wise is one of the most significant decisions you’re likely to make during the entire process. Here are the main things that should be considered from the beginning.
Your cap rate (or Capitalization Rate) translates to a percentage, which is your annual gross income based on the value of your property or investment. So, the larger your cap rate, the more of your investment you’ll be able to keep.
A strong strategic tax planning agency can employ helpful tactics to help you gradually increase your cap rate, which in turn will help you save on your taxes. Less money going to Uncle Sam means more money in your pocket!
A qualified strategic tax planning agency can tap into money-saving strategies that work exceptionally well in the real estate sector. For instance, Cost Segregation studies and entity layering can be used to secure more of your earnings.
There are potential steps that can be taken beyond conventional tax planning. For instance, partnering with a management company that can take you a step above mere taxes so you can get a clearer, more complete picture of your entire situation.
All things considered, there are several variables that impact your taxes, so it’s difficult to declare any absolutes. The point is to partner with a strategic tax planning agency that gets to know you on a deeper level so they can create tailor-made solutions for you.
These solutions are exactly what KDA is known for because we’re more than a tax firm. We’re a nationally recognized, family-owned, and operated strategic tax planning agency that never settles for “good enough.” So if you’re looking to invest in more than real estate, we’d be happy to secure more than your investment.
Free discovery call — we learn about your portfolio and tax situation
Upload docs or grant access to property reports
We prepare your return and deliver a real estate–focused tax strategy
Option to upgrade into tax planning or premium advisory services
“KDA found $18,000 in depreciation I had missed. I wish I’d worked with them years ago.”
— Janelle S., Rental Property Owner, Anaheim
“They cleaned up my books and helped me set up an LLC to protect my Airbnb income.”
— Brandon K., STR Operator, Costa Mesa
“I have 12 properties in 3 states. KDA made tax season simple for the first time.”
— Alex R., Long-Distance Investor, Fullerton
Our team is based in La Palma and supports property investors across:
Our long line of award-winning services shows we put our clients’ goals above all else. We are committed to helping you be the best you can be before, during, and after tax season.
We’re a nationally-recognized, award-winning tax, accounting and small business services agency. Despite our size, our family-owned culture still adds the personal touch you’d come to expect.
