Next Step Tax & Accounting
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Solutions tailored to real estate professionals

Tools

Strategy

Results

Tools

Here is a sample of the tools we provide to our real estate pro clients
  1. Tax Benefits of Real Estate Letter
  2. Rental Property Purchase Evaluator Spreadsheet
  3. 1031 Transaction Guide
  4. Guide to Using Retirement Funds to Buy Real Estate
  5. You Can't Take it With You - Answers to Estate Questions Book
  6. Trusts for Homeowners Guide
  7. Investing in Real Estate 101 

Strategy

We have found a winning set of tax strategies that are tailored for real estate pros. These strategies save the average Washington County Realtor more than $7,500 per year. That savings give our clients a competitive advantage in the market as it makes more money available for marketing and growth. Our strategy list is exhaustive, and, best of all, we do 100% of the facilitation and implementation.

Results

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