Specialized tax work for property owners, real estate investors, and business entities - property tax appeals, entity tax structuring, and ongoing advisory built around how you actually run your finances.
Golden Lion Tax
Our Services
If your property’s assessed value doesn’t reflect reality, you may be overpaying. We analyze comparable properties, assessment methodology, and uniformity arguments to build your appeal case
Deciding whether to acquire or dispose of a property? We analyze the real estate finance side - cap rate, cash-on-cash return, financing scenarios - alongside the tax consequences, so that you can decide with the full picture.
Ongoing strategic tax guidance, bookkeeping, and return preparation - all in one monthly relationship - so there’s no separate annual filing scramble.
Pricing
Covers one entity plus your personal return. Includes strategic tax guidance, bookkeeping, and return preparation.
Additional entities: +$125/month
A full review of your current tax position, with findings and recommendations.
For investors weighing a cost segregation study on a property. We assess whether the property is a good candidate, model the projected tax savings, help select a qualified engineering firm, and review the study before it reaches your return.
30% of your first year’s tax savings, billed only if your assessment is successfully reduced.
Real estate finance analysis plus tax consequences for an acquisition or disposition decision.
A one-time engagement for clients who don’t want an ongoing relationship. Does not include bookkeeping or year-round support.
A one-time onboarding fee may apply if records need organizing before work begins - always disclosed in advance.