➤𝗪𝗛𝗔𝗧 𝗧𝗢 𝗘𝗫𝗣𝗘𝗖𝗧:● 𝐀𝐜𝐜𝐞𝐬𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐲…prompt response to clients is our highest priority. ● 𝐅𝐥𝐞𝐱𝐢𝐛𝐥𝐞 𝐨𝐟𝐟𝐢𝐜𝐞 𝐡𝐨𝐮𝐫𝐬...in-person or Zoom, early mornings, after hours and weekends if necessary. ● 𝐅𝐥𝐞𝐱𝐢𝐛𝐥𝐞 𝐜𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧...by phone, in person, web-video, text, social media messaging.● 𝐒𝐞𝐜𝐮𝐫𝐞 & 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭...documents/information exchange in person, mail, secure encrypted email, or via our secure client portal system.

➤𝗛𝗢𝗪 𝗜 𝗖𝗔𝗡 𝗛𝗘𝗟𝗣:Are you managing your busy office as well as your agents? The last thing you want to deal with is bookkeeping, accounting, payroll, and tax compliance work and issues. 𝙄 𝙬𝙞𝙡𝙡 𝙧𝙚𝙢𝙤𝙫𝙚 𝙮𝙤𝙪𝙧 𝙖𝙘𝙘𝙤𝙪𝙣𝙩𝙞𝙣𝙜 𝙖𝙣𝙙 𝙩𝙖𝙭 𝙗𝙪𝙧𝙙𝙚𝙣𝙨 𝙖𝙣𝙙 𝙬𝙤𝙧𝙧𝙞𝙚𝙨.➤𝗚𝗘𝗧𝗧𝗜𝗡𝗚 𝗥𝗘𝗦𝗨𝗟𝗧𝗦:● Streamlined process saves you time and money. ● No missed tax deadlines.● Stay informed and make wise decisions to strengthen your agency's financial health. ● Professional financial reports when you need it for investor or credit purposes.● Focus on providing the best client services and the support to help your agents succeed.➤𝗦𝗖𝗛𝗘𝗗𝗨𝗟𝗘 𝗔 𝗙𝗥𝗘𝗘 𝗖𝗢𝗡𝗦𝗨𝗟𝗧𝗔𝗧𝗜𝗢𝗡 with a firm that specializes in the unique accounting and tax issues of a busy real estate office.➤𝗪𝗛𝗔𝗧 𝗢𝗧𝗛𝗘𝗥𝗦 𝗦𝗔𝗬:“𝐷𝑜𝑛 𝐹𝑎𝑙𝑙𝑒𝑛𝑏𝑎𝑢𝑚 𝑖𝑠 𝑠𝑒𝑟𝑖𝑜𝑢𝑠𝑙𝑦 𝑡𝘩𝑒 𝑏𝑒𝑠𝑡. 𝐻𝑒 𝑐𝑎𝑟𝑒𝑠 𝑎𝑏𝑜𝑢𝑡 𝘩𝑖𝑠 𝑐𝑙𝑖𝑒𝑛𝑡𝑠 𝑎𝑛𝑑 𝑔𝑜𝑒𝑠 𝑡𝘩𝑒 𝑒𝑥𝑡𝑟𝑎 𝑚𝑖𝑙𝑒 𝑡𝑜 𝑛𝑜𝑡 𝑜𝑛𝑙𝑦 𝑘𝑒𝑒𝑝 𝑢𝑠 𝑖𝑛𝑓𝑜𝑟𝑚𝑒𝑑 𝑎𝑛𝑑 𝑒𝑥𝑝𝑙𝑎𝑖𝑛 𝑡𝘩𝑖𝑛𝑔𝑠 𝑖𝑛 𝑑𝑒𝑡𝑎𝑖𝑙 𝑡𝑜 𝑢𝑠 𝑏𝑢𝑡 𝑏𝑢𝑖𝑙𝑑𝑠 𝑎 𝑓𝑟𝑖𝑒𝑛𝑑𝑠𝘩𝑖𝑝 𝑤𝑖𝑡𝘩 𝘩𝑖𝑠 𝑐𝑙𝑖𝑒𝑛𝑡𝑠. 𝐻𝑒 𝑛𝑜𝑡 𝑜𝑛𝑙𝑦 𝑑𝑜𝑒𝑠 𝑚𝑦 𝑝𝑒𝑟𝑠𝑜𝑛𝑎𝑙 𝑡𝑎𝑥𝑒𝑠 𝑏𝑢𝑡 𝑎𝑙𝑠𝑜 𝑡𝘩𝑒 𝑏𝑜𝑜𝑘𝑘𝑒𝑒𝑝𝑖𝑛𝑔 𝑎𝑛𝑑 𝑝𝑎𝑦𝑟𝑜𝑙𝑙 𝑓𝑜𝑟 𝑚𝑦 𝟦 𝑏𝑢𝑠𝑖𝑛𝑒𝑠𝑠𝑒𝑠. 𝐼𝑓 𝑦𝑜𝑢’𝑟𝑒 𝑙𝑜𝑜𝑘𝑖𝑛𝑔 𝑓𝑜𝑟 𝑡𝘩𝑒 𝑏𝑒𝑠𝑡 𝑡𝘩𝑖𝑠 𝑖𝑠 𝑦𝑜𝑢𝑟 𝑔𝑢𝑦. 𝑇𝘩𝑎𝑛𝑘 𝑦𝑜𝑢 𝑓𝑜𝑟 𝑒𝑣𝑒𝑟𝑦𝑡𝘩𝑖𝑛𝑔 𝑦𝑜𝑢 𝑑𝑜 𝑓𝑜𝑟 𝑚𝑒.” - Rob Sures.

➤𝗛𝗢𝗪 𝗜 𝗖𝗔𝗡 𝗛𝗘𝗟𝗣: ● Advise real estate professionals on specific tax savings deductions. ● Tax strategies involving real estate transactions. ● Proactive real estate transaction structuring. ● Business & personal income tax planning throughout the year not just at year-end.● IRS and other tax authorities representation.➤𝗚𝗘𝗧𝗧𝗜𝗡𝗚 𝗥𝗘𝗦𝗨𝗟𝗧𝗦: ● Tax filings in a timely, competent, and stress-free manner. ● Eliminate potential penalties and fines.● Minimize tax liability via all legal means; up to date on tax law changes and tax minimization techniques.➤𝗪𝗛𝗔𝗧 𝗢𝗧𝗛𝗘𝗥𝗦 𝗦𝗔𝗬: 𝑉𝑒𝑟𝑦 𝑃𝑟𝑜𝑓𝑒𝑠𝑠𝑖𝑜𝑛𝑎𝑙, 𝐻𝑖𝑔𝘩𝑙𝑦 𝑄𝑢𝑎𝑙𝑖𝑓𝑖𝑒𝑑, 𝑊𝑜𝑟𝑡𝘩 𝑅𝑒𝑐𝑜𝑚𝑚𝑒𝑛𝑑𝑖𝑛𝑔 𝑡𝑜 𝑂𝑡𝘩𝑒𝑟𝑠...𝐹𝑎𝑙𝑙𝑒𝑛𝑏𝑎𝑢𝑚 𝐶𝑃𝐴 & 𝐴𝑑𝑣𝑖𝑠𝑜𝑟𝑠 𝐿𝐿𝐶 𝘩𝑎𝑠 𝑏𝑒𝑒𝑛 𝑑𝑜𝑖𝑛𝑔 𝑜𝑢𝑟 𝑝𝑒𝑟𝑠𝑜𝑛𝑎𝑙 𝑎𝑛𝑑 𝑏𝑢𝑠𝑖𝑛𝑒𝑠𝑠 𝑡𝑎𝑥𝑒𝑠 𝑓𝑜𝑟 𝑡𝘩𝑒 𝑝𝑎𝑠𝑡 𝟧 𝑦𝑒𝑎𝑟𝑠. 𝑊𝑒 𝑎𝑟𝑒 𝑣𝑒𝑟𝑦 𝑠𝑎𝑡𝑖𝑠𝑓𝑖𝑒𝑑 𝑤𝑖𝑡𝘩 𝑡𝘩𝑒𝑖𝑟 𝑠𝑒𝑟𝑣𝑖𝑐𝑒𝑠. 𝐼𝑡 𝑖𝑠 𝑎𝑠 𝑒𝑎𝑠𝑦 𝑎𝑠 𝑝𝑟𝑜𝑣𝑖𝑑𝑖𝑛𝑔 𝑡𝘩𝑒𝑚 𝑤𝑖𝑡𝘩 𝑡𝘩𝑒 𝑑𝑜𝑐𝑢𝑚𝑒𝑛𝑡𝑎𝑡𝑖𝑜𝑛 𝑛𝑒𝑒𝑑𝑒𝑑 𝑖𝑛 𝑜𝑟𝑑𝑒𝑟 𝑓𝑜𝑟 𝑡𝘩𝑒𝑚 𝑡𝑜 𝑝𝑟𝑜𝑐𝑒𝑠𝑠 𝑡𝘩𝑒 𝑟𝑒𝑡𝑢𝑟𝑛𝑠. 𝑃𝑎𝑖𝑛𝑙𝑒𝑠𝑠 𝑎𝑛𝑑 𝑞𝑢𝑖𝑐𝑘. 𝐹𝑟𝑖𝑒𝑛𝑑𝑙𝑦 𝑒𝑛𝑣𝑖𝑟𝑜𝑛𝑚𝑒𝑛𝑡 𝑡𝑜𝑜. - Sandra Ruballo.𝐷𝑒𝑝𝑒𝑛𝑑𝑎𝑏𝑙𝑒, 𝑘𝑛𝑜𝑤𝑙𝑒𝑑𝑔𝑒𝑎𝑏𝑙𝑒 𝑎𝑛𝑑 𝑟𝑒𝑙𝑖𝑎𝑏𝑙𝑒...𝑊𝑒 𝘩𝑎𝑣𝑒 𝑢𝑡𝑖𝑙𝑖𝑧𝑒𝑑 𝑡𝘩𝑒 𝑠𝑒𝑟𝑣𝑖𝑐𝑒𝑠 𝑜𝑓 𝐷𝑜𝑛 𝐹𝑎𝑙𝑙𝑒𝑛𝑏𝑎𝑢𝑚 𝑓𝑜𝑟 𝑜𝑣𝑒𝑟 𝟣𝟧 𝑦𝑒𝑎𝑟𝑠. 𝐻𝑒 𝘩𝑎𝑠 𝑎𝑙𝑤𝑎𝑦𝑠 𝑝𝑟𝑜𝑣𝑖𝑑𝑒𝑑 𝑣𝑒𝑟𝑦 𝘩𝑜𝑛𝑒𝑠𝑡 𝑎𝑛𝑑 𝑤𝑖𝑠𝑒 𝑎𝑑𝑣𝑖𝑐𝑒 𝑓𝑜𝑟 𝑎𝑛𝑦 𝑡𝑎𝑥 𝑑𝑒𝑐𝑖𝑠𝑖𝑜𝑛𝑠. 𝑊𝑒 𝘩𝑎𝑣𝑒 𝑏𝑒𝑒𝑛 𝑣𝑒𝑟𝑦 𝑠𝑎𝑡𝑖𝑠𝑓𝑖𝑒𝑑 𝑤𝑖𝑡𝘩 𝘩𝑖𝑠 𝘩𝑎𝑛𝑑𝑙𝑖𝑛𝑔 𝑜𝑓 𝑜𝑢𝑟 𝑏𝑢𝑠𝑖𝑛𝑒𝑠𝑠 & 𝑝𝑒𝑟𝑠𝑜𝑛𝑎𝑙 𝑓𝑖𝑛𝑎𝑛𝑐𝑒𝑠 𝑎𝑛𝑑 𝑤𝑜𝑢𝑙𝑑 𝘩𝑖𝑔𝘩𝑙𝑦 𝑟𝑒𝑐𝑜𝑚𝑚𝑒𝑛𝑑 𝘩𝑖𝑚 𝑡𝑜 𝑎𝑛𝑦𝑜𝑛𝑒. - John S.

➤𝗛𝗢𝗪 𝗜 𝗖𝗔𝗡 𝗛𝗘𝗟𝗣: ● 𝙎𝙚𝙡𝙚𝙘𝙩𝙞𝙤𝙣 𝙖𝙣𝙙 𝙨𝙚𝙩-𝙪𝙥 𝙤𝙛 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙚𝙣𝙩𝙞𝙩𝙮 𝙩𝙮𝙥𝙚...guide you through the choices; P.A. (S corp), LLC (single-member vs. multi-member), C Corp.● 𝘼𝙘𝙘𝙤𝙪𝙣𝙩𝙞𝙣𝙜 𝙨𝙮𝙨𝙩𝙚𝙢𝙨 𝙨𝙩𝙧𝙪𝙘𝙩𝙪𝙧𝙞𝙣𝙜 𝙖𝙣𝙙 𝙨𝙚𝙩-𝙪𝙥...we help you establish the right structure and foundation for your office/agency. ● 𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙞𝙘 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙥𝙡𝙖𝙣𝙣𝙞𝙣𝙜...cash-flow and budgeting; asset and resource acquisitions; employee benefit and pension planning; exit and succession planning; business continuity planning● 𝙍𝙚𝙩𝙞𝙧𝙚𝙢𝙚𝙣𝙩 & 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙥𝙡𝙖𝙣𝙣𝙞𝙣𝙜...tax planning; retirement planning; debt & cash-flow management; social security benefit planning; risk management and asset protection; education funding; major life changes; planning for major purchases; wealth transfer and legacy planning. ➤𝗚𝗘𝗧𝗧𝗜𝗡𝗚 𝗥𝗘𝗦𝗨𝗟𝗧𝗦:● Plan now for financial security in the future. ● We work closely with you to ensure we thoroughly understand your lifestyle goals and objectives, both short-term and long-term.● Planning for cash-flow fluctuations● Increased employee/agent retention.● 𝙋𝙚𝙖𝙘𝙚 𝙤𝙛 𝙢𝙞𝙣𝙙 knowing a plan is in place.➤𝗪𝗛𝗔𝗧 𝗢𝗧𝗛𝗘𝗥𝗦 𝗦𝗔𝗬:"𝐷𝑜𝑛 𝘩𝑎𝑑 𝑏𝑒𝑒𝑛 𝑝𝑟𝑜𝑣𝑖𝑑𝑖𝑛𝑔 𝑎𝑐𝑐𝑜𝑢𝑛𝑡𝑖𝑛𝑔 𝑎𝑛𝑑 𝑚𝑜𝑛𝑒𝑦 𝑚𝑎𝑛𝑎𝑔𝑒𝑚𝑒𝑛𝑡 𝑠𝑒𝑟𝑣𝑖𝑐𝑒𝑠 𝑓𝑜𝑟 𝑚𝑒 𝑎𝑛𝑑 𝑚𝑦 𝑏𝑢𝑠𝑖𝑛𝑒𝑠𝑠 𝑓𝑜𝑟 𝑜𝑣𝑒𝑟 𝟤𝟧 𝑦𝑒𝑎𝑟𝑠. 𝐻𝑒 𝘩𝑎𝑠 𝑎𝑙𝑤𝑎𝑦 𝘩𝑎𝑛𝑑𝑙𝑒𝑑 𝑚𝑦 𝑛𝑒𝑒𝑑𝑠 𝑖𝑛 𝑎 𝑡𝑖𝑚𝑒𝑙𝑦 / 𝑝𝑟𝑜𝑓𝑒𝑠𝑠𝑖𝑜𝑛𝑎𝑙 𝑚𝑎𝑛𝑜𝑟. 𝐾𝑒𝑒𝑝𝑠 𝘩𝑖𝑠 𝑒𝑑𝑢𝑐𝑎𝑡𝑖𝑜𝑛 𝑢𝑝 𝑡𝑜 𝑑𝑎𝑡𝑒 𝑜𝑛 𝑎𝑙𝑙 𝑡𝑎𝑥 𝑎𝑛𝑑 𝑚𝑜𝑛𝑒𝑦 𝑚𝑎𝑡𝑡𝑒𝑟𝑠. 𝐼 𝑤𝑜𝑢𝑙𝑑 𝘩𝑖𝑔𝘩𝑙𝑦 𝑟𝑒𝑐𝑜𝑚𝑚𝑒𝑛𝑑 𝐷𝑜𝑛 𝑓𝑜𝑟 𝑎𝑙𝑙 𝑦𝑜𝑢𝑟 𝑡𝑎𝑥 / 𝑓𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝑛𝑒𝑒𝑑𝑠." - Alberto Rodriguez

➤𝗪𝗛𝗔𝗧 𝗜 𝗗𝗢:● Match investment management strategy to lifestyle, needs, risk tolerances, and goals and objectives.● A review of your existing investment portfolio.● Strategic asset allocation/reallocation of your investment portfolio● Ongoing monitoring and tactical re-allocation and rebalancing.● Qualified accounts...Traditional IRAs, Roth IRAs, Simple IRAs, SEP IRAs, 401K plans● Flexible fee-only structures.➤𝗚𝗘𝗧𝗧𝗜𝗡𝗚 𝗥𝗘𝗦𝗨𝗟𝗧𝗦:● Ensure your accumulated assets you worked so hard for is now working for you.● The right portfolio asset allocation to match your appetite for risk, goals & objectives.● Fiduciary relationship with full transparency and no hidden fees or commissions.