TaxHuddle

Tax Strategy for Business Owners & Real Estate Investors

Why Most Real Estate Investors and Business Owners Overpay on Taxes. And It’s Not Their CPA.

Why Most Real Estate Investors and Business Owners Overpay on Taxes. And It’s Not Their CPA.

Why Most Real Estate Investors and Business Owners Overpay on Taxes. And It’s Not Their CPA.

Free strategy consultation · No obligation

$0M+
$0M+
$0M+

Saved for clients

40%
40%
40%

Average reduction in client tax liability

250+
250+
250+

Investment properties advised on

The Problem

Sound Familiar?

Sound Familiar?

What most business owners experience

Your CPA only calls you at tax time

You’re filing taxes, not reducing them

No proactive strategy throughout the year

Missed deductions and entity structuring opportunities

No clear plan for how your investments affect your tax bill

You feel like you’re always reacting, never ahead

The TaxHuddle Approach

Strategy built before the year ends, not after

4 quarterly strategy calls to stay ahead

Real estate portfolio analysis included

Entity structuring and cost segregation planning

P&L review and bookkeeping optimization

24-hour email response policy

How It Works

The Year-Round Tax Strategy That Saves Business Owners $50K+ Per Year. Without Waiting Until April to Start.

The Year-Round Tax Strategy That Saves Business Owners $50K+ Per Year. Without Waiting Until April to Start.

The Year-Round Tax Strategy That Saves Business Owners $50K+ Per Year. Without Waiting Until April to Start.

STRATEGY
IMPLEMENTATION
ACTION
YEAR ENDS
APRIL
FOLLOWING YEAR
YEAR ENDS
APRIL
FOLLOWING YEAR

01

Strategy

Strategy

Strategy

We'll review your income, properties and entities, then build a plan around your specific situation and track changes throughout the year.

02

Implementation

Implementation

Implementation

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

Action

Action

Action

At filing time every deduction and credit is captured, because the plan was built months earlier.

And it’s not just theory. Here’s what our clients are saying.

Client Results

Real Results from Business Owners Just Like You

Real Results from Business Owners Just Like You

See If You Qualify

See If You Qualify

This isn’t for everyone. We work with business owners and real estate investors who are serious about reducing their tax bill.

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FAQ

Got Questions?

Got Questions?

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?

Stop Overpaying. Start Planning.

Stop Overpaying. Start Planning.

The business owners who pay the least in taxes all do the same thing. They plan before they file. Join them.

Austin Prevost, CPA · Founder, TaxHuddle