Tax Strategist
I help real estate investors, homeowners, and high-income earners avoid or defer paying taxes on their hard-earned money.
Choose a day and time that works for you.
Your info stays private. We never sell your data.
You know the old saying: "Nothing is certain in life but death and taxes." Well, there is nothing I can do about the death part, but I can sure help you avoid the taxes.
I have experience in the real estate, construction, and tax deferral business for over 35 years. During this time, we have developed over 20 core strategies to help you avoid or defer taxes.
Here at DeferTax we learn about our clients' circumstances, educate them on the strategy options available, and work with them as a fiduciary to execute the strategies they choose.
Our goal is to provide the highest possible return within the appropriate risk profile for each client, and to make sure every client is completely satisfied.
Selling a rental or portfolio and facing a big capital gains bill.
Planning an exit, a sale, or just tired of overpaying every April.
Sitting on equity above the exclusion limit, or selling a second home.
Strong W-2 or K-1 income and a tax bill that keeps climbing.
Want better options for clients with large gains on the table.
Large unrealized gains and no clear plan for taking profit.
