Year-round tax strategy from CPA's who plan before the year ends, for investors and business owners earning $250K or more.
Saved for clients
Average reduction in client tax liability
Investment properties advised on
Google reviews
★★★★★
5.0 from 10 reviews
What we help with
Where every client starts
The Legacy Playbook
Acquisition & Exit Strategy
Entity Structure Review & Proposal
Quarterly Strategy Implementation
Rental Portfolio Performance Assessment
After your strategy
Tax Prep
We file your return so every strategy we planned shows up on it.
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Federal and state filing
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Individual and business returns
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Forms 8832, 3115 and 2553
How it works
The Legacy Playbook Approach
01
We'll review your income, properties and entities, then build a plan around your specific situation and track changes throughout the year.
02
Four calls a year that keep the plan current as your portfolio scales. This is to stay up to date on any material changes that happen to your financial situation.
03
At filing time every deduction and credit is captured, because the plan was built months earlier.
You’re a good fit if:
You earn $250K or more and own, or plan to buy, rental property
Your CPA only calls you at tax time
You’ve heard of REPS Status and the STR Loophole but don’t know how to implement it correctly
You want a clear plan for the whole year
You’re not a fit if:
You only want the cheapest possible filing
You want a one-off answer with no follow-through
You have no real estate or business plans
You are not serious about lowering your tax bill
You want "aggressive" strategies that don't hold up with the IRS.
Most CPAs look back at last year. We plan across the whole life of your portfolio, from the day you buy to the day you sell.
Before you buy
Acquisition strategy
Entity structure, cost segregation timing and financing set up so every deal starts with the biggest tax advantage.
Entity structuring
Property Valuation
In Depth Portfolio Analysis
Every year
Ongoing optimization
REPS qualification, the short-term rental loophole and quarterly moves that compound your savings.
REPS Status
STR Loophole
Cost Segregation Timing
When you sell
Exit planning
1031 exchanges, installment sales and timing that protect your gains when it is time to sell.
1031 exchange
Installment Sale
Deferred Sales Trust
Austin Prevost is the Founder of TaxHuddle, PLLC and earned his accounting degree from the University of Tennessee and completed the Masters of Tax Law Program at Cal Poly, San Luis Obispo.
He is a Big4 Alumnus and has over 5+ years of experience working with real estate investors, developers, and high net worth individuals.
Hailing from Nashville, TN Austin comes from a family of investors and works with clients all over the United States & Abroad.
I already have a CPA. Is this different?
When does tax strategy make sense?
What happens on the strategy call?
Is it too late for this year?
Do you work in all 50 states?
What is your response policy?
01
Answer 7 quick questions
Takes about 30 seconds.
02
Pick a time
Book straight onto Austin’s calendar.
03
Get a clear plan
Leave the call knowing your next steps.
Chris R.
★★★★★
Outstanding service from start to finish. Austin was professional, efficient, and attentive to every detail. They made tax season stress-free and helped maximize my return.
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