Tax Planning & Advisory
HOW CAN I HELP YOU
Smart Investors
Plan Ahead
I help rental property owners and investors create strong legal foundations through:
• Living Trusts – Avoid probate and keep your real estate in your family.
•LLC Formations – Structure your investments to maximize tax savings and protect assets
• Land Trust Structures – Maintain privacy and flexible property ownership.
• Real Estate Asset Protection Planning – Protect what you’ve built.
• Tax Strategy – Reduce or eliminate unnecessary taxes legally and efficiently.
I provide guidance on real estate structures, trusts, LLCs, and tax strategies, designed to maximize your protection, minimize risk, and preserve your wealth.
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:
Legally reduce or eliminate taxes for everyone.
Benefits / Why It Matters
Whether you own one property or manage multiple holdings, we create structures designed to:
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Maximize tax savings
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Minimize financial risks
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Simplify real estate transfers
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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
Have questions? Fill out the form below for a free consultation