REDUCE OR ELIMINATE TAXES

We provide strategic guidance on LLC structuring, trusts, and tax-efficient property ownership.

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HOW CAN I HELP YOU

Smart Investors
Plan Ahead

I help property owners and investors reduce or eliminate taxes through strategic real estate structuring:

Living Trust Coordination – Simplify succession planning.
LLC Structuring – Organize ownership for maximum tax efficiency.
Land Trust Structuring – Enhance privacy and flexibility.
Entity Strategy – Align structures for long-term optimization.
Tax Planning – Identify opportunities to legally reduce unnecessary tax exposure.

Let’s build your tax-efficient strategy today.

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PRACTICE AREAS

Real Estate Asset Management.
& Lending

A real estate asset manager makes decisions that can maximize the property assets of a client. They often recommend properties, analyze markets for opportunities and assist in real estate transactions

Estate & Trust
Fiduciary Accounting

I am a specialized accounting firm, partnering with individual trustees, attorneys, private professional fiduciaries, and financial institutions to document the activities of a Trust, Estate, or Conservatorship.

1031 Exchanges

Defer capital gains taxes with a 1031 exchange and keep more of your investment working for you. Grow your portfolio while protecting your wealth

Estate & Trust, Tax Preparation, Planning & Controversy

Estates, Trusts, Gift Returns

Limited Partnerships, LLC, NonProfits, Corporations & Individuals

MY MISSION:
Reduce Or Eliminate Taxes

JC FINANCIAL ADVISER - Tax Planning & Advisory

Benefits / Why It Matters

Whether you own one property or manage multiple holdings, we create structures designed to:

Maximize tax savings
Minimize financial risks
Simplify real estate transfers
Optimize long-term wealth planning

Lawsuits happen. Tenant disputes happen. Probate happens.
With the right structure, your income, investments, and family’s financial future remain protected.

We also guide clients through 1031 exchanges, probate real estate transfers, and complex property succession planning to legally reduce taxes and streamline property management.

FIND PEACE OF MIND WITH TAX PLANNING

Client Reviews

My clients share their success stories and experiences working with me.

Eleazar & Lourdes Merino Business Owner March 2013

We are grateful forever. I owed $ 65,000
to IRS but JC negotiated for us and
settled our tax debt for only $ 1,200 dlls..

Scott Richards. Esq
Attorney at Law 2008

Thanks JC for your help.
Bankruptcy 7 & 13 plans

Julia M. Dunbar Esq.
Tax Attorney 2024

I obtained $70,000 Thousands Dollars in ERC.
Employee Retention Credit... Thanks JC

LET'S HAVE A TALK

Contact JC

Book Your Private Strategy Session Today