Most developers start at the live Masterclass, where Jose walks through the Asset Accumulation Formula. Some book a Strategy Session instead and bring one question. Either way, the next step is a written blueprint of every strategy that applies to you and what each one is worth. Then you decide who implements it: us, or the CPA you already have.
RSVP for the live Asset Accumulation Formula Masterclass. In one session Jose shows the seven strategies, who qualifies for each, and what they are worth, so you know whether planning applies to you before anyone asks for your returns.
If you would rather skip the room, book one focused hour with Jose. Bring one specific question and leave with an answer and notes you can act on. Billed hourly, and credited toward a full engagement if you proceed.
When you apply, we review your last three years of returns, every entity and the live projects, then write the plan: each strategy that applies to you, what it is worth, and what has to happen for it to hold up under examination.
Take the blueprint to your own CPA, or have us implement it and carry the ongoing accounting and filing.
Compliance 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.
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.