We build defensible, custom tax plans for residential developers who are behind on their books and tired of sending six figures to the IRS every year.
Just need help on a specific issue? Book a Strategy Session with Jose.
$50,000/year overpaid is capital that never went to work. For a developer, that is the down payment on the next lot, or a framing crew for the season. Deployed in your own projects at 10% instead of handed to the IRS, it compounds into the number above over 30 years. That is the hidden cost of filing without a plan.
Illustrative example. Results vary based on individual tax situations.
If this sounds like you, start here.
RSVP for the Asset Accumulation Formula MasterclassCompliance and strategy are two different disciplines. Most CPAs file what happened. We plan what will happen, before year-end, when it still matters.
By the time your return is filed, most opportunities are closed. Our work starts 8 to 10 months earlier and continues every quarter. Documented, audit-ready, and designed around your full financial picture.
The written blueprint. Every strategy that applies to your projects, what each one is worth, and the documentation it needs to hold up.
See what is insideWe do the work rather than hand you a plan and wish you luck. Entities restructured, elections filed on time, studies ordered and applied.
How it worksBooks kept current, quarterly estimates handled, and the plan revisited when your income or the code moves.
The disciplinesThree steps. Built for developers and owners clearing seven figures.
Real client situations. Real documented work. Identifying details changed.
He loved his accountant. He had trusted him for years. When we ran his numbers, we found $132,000 he had lost. Not to fraud. To the absence of a plan.
Then we tell you that, and you do not proceed. It happens, usually with developers whose CPA has genuinely been doing the planning work already. You will have paid for a diagnostic and got a straight answer, which is worth more than being sold something you did not need.
What we will not do is find something marginal and dress it up to justify an engagement. Every position we recommend has to be documented well enough to survive an examination, because we are the ones who would be representing you in it.
Jose is an Enrolled Agent, a federally licensed tax practitioner holding the highest credential awarded by the IRS, an NTPI Fellow, and a past President of the FSEA Broward Chapter. In real estate circles he is known as The Chief Tax Strategist. He founded Advanced Tax Advisors because he was tired of watching smart people overpay year after year.
No, and most people do not. We build the plan and hand your CPA a package they can file from. If you would rather we handled the filing and the ongoing accounting too, we can, but it is a separate decision and not a condition of anything.
The Masterclass is one live session. If you proceed from there, expect one call and a document request. We work from your returns and your entity paperwork rather than interviewing you for hours, so most of the effort sits with us.
No. Every position has to be documented well enough to survive an examination, because Jose is an Enrolled Agent and NTPI Fellow and would be the one representing you in it. If a strategy only works when nobody looks at it, we do not use it.
We tell you, and you do not proceed. You will have paid for a diagnostic and received a straight answer. We would rather lose the engagement than manufacture a reason for it.
Returns, entity documents and project data stay inside the firm and are never sold, shared or used for anything other than building your plan. If you do not proceed, you can ask us to delete what you sent and we will.
It is the most common situation we see, and it is usually the reason planning has never happened. Getting the records rebuilt is the first phase of the work rather than a prerequisite you have to solve alone first.
Our Tax Strategy Clarity Score benchmarks your current plan across six dimensions. You will get a tailored result and a clear next step.
RSVP for the Asset Accumulation Formula Masterclass. One live session on the strategies residential developers use to keep more of what they build, and how to tell whether they apply to you.
Have one specific question instead? Book a Strategy Session with Jose.