Do I have to change CPAs?

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.

How much of my time will this take?

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.

Is any of this aggressive or risky?

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.

What if you do not find much?

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.

What happens to my information?

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.

I am behind on my books. Is that a problem?

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.

Tax Planning for Residential Real Estate Developers in Texas.

Residential developers in Texas with $1M+ in net income are still sending six figures to the IRS every year. We build defensible, Texas-aware tax plans for developers who are behind on their books and want proactive strategy rather than a filed return.

01 · The pattern

Why Texas developers still overpay.

No income tax, but the franchise tax reaches the entity and property tax carries the load instead. For a builder sitting on unsold inventory, that second one bites every January.

Growth outrunning the structure. Six LLCs opened in four years, none of them reviewed since.
Property tax accruing on spec inventory that has not sold, with no plan for how it is treated.
Cost segregation treated as an afterthought rather than scheduled against each delivery.
Franchise tax filings handled as compliance, with nobody asking whether the entity design is right.

We work with developers across Dallas–Fort Worth, Houston, Austin and San Antonio.

02 · State nuance

How we handle Texas-specific nuances.

Franchise (margin) tax applies at entity level, so entity choice is not just a federal question.
Property tax is the state's main instrument, which makes holding cost a live planning issue for spec inventory.
JV structures common in DFW and Austin deals, where the split between developer and capital partner drives the tax treatment.

Cost Segregation & Depreciation Strategies for Residential DevelopersPriced off your own construction ledger Real Estate Professional Status & Entity Structuring for DevelopersWho holds what, and who qualifies IRS Notices, Penalties & Cleanup for Behind-on-Books DevelopersFor developers behind on the books

03 · Typical situations

What this looks like in Texas.

Build-to-rent in Dallas–Fort Worth

Phased delivery across a lot of doors. The question is whether each building carries its own placed-in-service date, and whether the hold entity was ever separated from the construction entity.

Small multifamily in Houston

For-sale and hold units under one roof and often under one entity. That is where dealer contamination starts, and it is far cheaper to fix before the first closing.

Spec builders in Austin and San Antonio

Dealer status is a given, so the work is entity design, owner compensation and spreading closings across tax years rather than stacking them into one.

Free download

The 2026 Residential Developer Tax Deduction Checklist.

23 pages and 12 categories, written by Jose A. Ramirez, EA. Work through it with your job cost ledger open and see which deductions you have not claimed and which records you still need.

Get the Checklist

04 · The process

How it works for Texas developers.

Start at the live Masterclass, or book a Strategy Session and bring one question.

We review your last three years of returns, your Texas entities and your live projects.

You receive a written Asset Accumulation Formula blueprint with each strategy and what it is worth.

Take the blueprint to your own CPA, or have us implement it and handle the ongoing work.

RSVP for the Masterclass

05 · Questions

Texas developer questions.

Do I need a Texas-based CPA to work with you?

No. Jose is an Enrolled Agent, a federal credential and the highest the IRS awards, so we can represent clients in all fifty states. Most of what moves your number is federal anyway. Texas is simply where a lot of our developers build.

Can you coordinate with my current Texas CPA?

Yes, and often that is the arrangement. We build the plan, your CPA files. We provide a handoff package so nothing is lost in translation.

How do you handle multi-state projects if I am based in Texas?

Where the dirt sits, where the entity is domiciled and where the gain is recognised are three separate questions. We plan all three rather than assuming your home state governs.