For developers behind on the books
Books that are two years behind are not just an accounting problem. They are the reason planning cannot start, because nobody can model a strategy on numbers that are not there yet. We take developers who are behind, get the records rebuilt, deal with whatever notices and penalties have accumulated, and only then start the planning. Enrolled Agent and NTPI Fellow credentials mean we can represent you directly.
What we typically see: Returns unfiled or filed on estimates. Notices stacking up unopened. Penalties and interest compounding. No basis records for projects that closed three years ago.
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 ChecklistWe could not plan anything until someone rebuilt three years of records. That came first.
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.