• Realtors & Investors

    Tax is complex and ever-evolving, which is why we chose to specialize in real estate tax.  In fact, Realtors, Investors, and Property Managers make up over 90% of our practice.


  • Seminars

    We teach dozens of real estate tax classes each year.  Course materials are carefully tailored as we strive to be relevant, engaging, and highly effective.  In fact, you’ll forget your instructor is an accountant.


  • Tax Preparation

    We offer expert tax planning and preparation for individuals and small businesses within the real estate community.  So if you’re a realtor, broker, investor, or property manager, you’ve come to the right place.  Let’s ensure you’re taking advantage of every allowable tax deduction and credit.


  • Accounting & Bookkeeping

    Within our real estate tax niche, we provide a variety of services to help you manage your company’s financial needs so that you can concentrate on what you do best.

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  • Our Team

    • 30+ years of Experience
    • Certified Public Accountant (CPA)
    • Certified Financial Planner (CFP)
    • Certified Fraud Examiner (CFE)
    • Over 50 Seminars Taught
    • Over 2,000 Tax Returns Prepared
    • Over 2,000 Audits Conducted

  • What Clients Say

    • “The Realtor Expense Tracker designed by Tiffany is phenomenal.  I know that I am not missing any deduction I am entitled to.”  Lindsay W.  (Realtor)

    • “Pat has been my CPA for over five years.  If you are serious about real estate investing, you’d be foolish to take a single step before talking to her.”  ~Daniel H. (RE Investor)

    • “As a property manager and real estate investor, I need to be able to get my CPA on the phone when I need them.  Pat can explain the tax ramifications of any challenge I present her with.”  Jayne P. (Property Manager)

    • “You will not find a more competent CPA or CFP.  Pat reads more books in a week than most people read in a year.  Her passion for tax and financial planning is really admirable.”  C. Wilson