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 – Shield your personal assets from lawsuits and liability.
• 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
YOUR SUCCESS
SHOULDN'T BE A BURDEN
Benefits / Why It Matters
Whether you own one rental property or a growing portfolio, we design legal structures that:
• Reduce liability
• Avoid probate
• Protect your personal assets
• Maximize tax efficiency
Lawsuits happen. Tenant disputes happen. Probate happens.
But with the right legal structure in place, your family and assets remain secure.
We also guide clients through 1031 exchanges, probate real estate transfers, and complex property succession planning.
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