WE PROVIDE PROACTIVE SOLUTIONS for your tax/accounting

Investor Friendly CPA® is dedicated to providing expert tax, tax planning, and accounting services to various individuals engaged in the real estate industry, including investors, developers, contractors, and other related parties.

As a team of accomplished professionals with a wealth of experience in real estate taxation, we are committed to delivering exceptional service beyond mere tax preparation. We emphasize tax planning and take great care to ensure that our client's tax liabilities are minimized to the greatest extent possible.

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    Tax Efficient Entity Structuring

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    Strategic Tax Planning and Tax Preparation

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    Federal & State Tax Credits, Incentives, and Deductions

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    Cashflow Management and Bookkeeping

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Tax Summit

Learn how to save taxes.

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LegaL Summit

Learn how to structure correctly.

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Accounting Summit

Learn how to manage and systemize your bookkeeping.

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Tax Summit

Learn how to save taxes.

Learn More
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LegaL Summit

Learn how to structure correctly.

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Accounting Summit

Learn how to manage and systemize your bookkeeping.

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Our Services

Our Services

Cooperation
Business Services

As a business owner, you work hard every single day. Whether it’s managing your employees, overseeing your company’s day-to-day operations...

Taxes-2
Tax Services

Today’s tax laws are complicated.  Whether you’re preparing the return for your business or filing individual taxes, IRS compliance can be...

Accounting
Bookkeeping

Every year, Congress promises to simplify the tax code, but every year, the tax code seems to become more complicated than ever. If you’ve tried tax...

Numbers

Our Experience

Calendar Check

$5M+

Taxes Saved
Calendar Check

90%+

Client Retention Rate
Calendar Check
122+
years of combined experience
Calendar Check

ROI

Guarantee
Our Testimonials

Google Reviews

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George Troskie
15 Aug, 2022
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Ashish has been incredible to work with. My tax situation has become a bit complex in recent years and I was fortunate to find Ashish. Not only is he well versed in real estate and business investing ...

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S CHOI
15 Aug, 2022
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Ashish and team from investor friendly CPA were very prompt at providing information and scheduling calls. He also provided insights into our tax situation to make sure we were getting the credits available to us. …

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cheeselady49
15 Aug, 2022
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Ashish has been a terrific asset by elevating my accounting and tax preparation exponentially. He is responsive, precise and always willing to share helpful practices. Highly recommended if you are looking ...

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C Li
15 Aug, 2022
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I found Ashish on Google when I was desperately looking for some tax advice with real estate investment transactions.  He gave me valuable advices so I could close on time and avoided making mistakes ...

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Jacob Leveton
15 Aug, 2022
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Ashish and team from investor friendly CPA were very prompt at providing information and scheduling calls. He also provided insights into our tax situation to make sure we were getting the credits available to us. …

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cheeselady49
15 Aug, 2022
IconmonstrIconmonstrIconmonstrIconmonstrIconmonstr

Ashish has been a terrific asset by elevating my accounting and tax preparation exponentially. He is responsive, precise and always willing to share helpful practices. Highly recommended if you are looking ...

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S CHOI
15 Aug, 2022
IconmonstrIconmonstrIconmonstrIconmonstrIconmonstr

Ashish and team from investor friendly CPA were very prompt at providing information and scheduling calls. He also provided insights into our tax situation to make sure we were getting the credits available to us. …

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THREE STEPS

3 Simple Steps to get Engaged

1

Connect with us via Free call, Form, or Email.

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2

We will send you a proposal within 48 Hours.

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3

If you like the proposal, you get onboard.

1

Connect with us via Free call, Form, or Email.

2

We will send you the proposal within 48 Hours.

3

If you like the proposal, you get onboard.

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Pricing

Pricing Plans

Tax Return with Tax Planning

Premium
$7,797+
Paid Annually
or
$697+
Per Month
Everything in Plus +
  • Tax Preparation
  • IRS Audit Support
  • Unlimited Tax Strategy Calls
  • Priority Appointment & Access
  • Accounting System Consulting
  • Real Estate Portfolio Planning
If you are investor:
  • Up to 12 properties (48 units)*
  • Up to 5 States filing*
  • Up to 2 Schedule C*
  • Unlimited stock/brokerage*
  • Up to 20 partners/owners*
  • Additional business returns*

Fit for: Motivated investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of his/her business.

Premium
$7,797+
Paid Annually
or
$697+
Per Month
Everything in Plus +
  • Tax Preparation
  • IRS Audit Support
  • Unlimited Tax Strategy Calls
  • Priority Appointment & Access
  • Accounting System Consulting
  • Real Estate Portfolio Planning
If you are investor:
  • Up to 12 properties (48 units)*
  • Up to 5 States filing*
  • Up to 2 Schedule C*
  • Unlimited stock/brokerage*
  • Up to 20 partners/owners*
  • Additional business returns*

Fit for: Motivated investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of his/her business.

Premium
$7,797+
Paid Annually
or
$697+
Per Month
Everything in Plus +
  • Tax Preparation
  • IRS Audit Support
  • Unlimited Tax Strategy Calls
  • Priority Appointment & Access
  • Accounting System Consulting
  • Real Estate Portfolio Planning
If you are investor:
  • Up to 12 properties (48 units)*
  • Up to 5 States filing*
  • Up to 2 Schedule C*
  • Unlimited stock/brokerage*
  • Up to 20 partners/owners*
  • Additional business returns*

Fit for: Motivated investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of his/her business.

Only Tax Planning
$7,797+
Paid Annually
or
$697+
Per Month
Everything in Plus +
  • Tax Preparation
  • IRS Audit Support
  • Unlimited Tax Strategy Calls
  • Priority Appointment & Access
  • Accounting System Consulting
  • Real Estate Portfolio Planning
If you are investor:
  • Up to 12 properties (48 units)*
  • Up to 5 States filing*
  • Up to 2 Schedule C*
  • Unlimited stock/brokerage*
  • Up to 20 partners/owners*
  • Additional business returns*

Fit for: Motivated investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of his/her business.

Only Tax Planning
$7,797+
Paid Annually
or
$697+
Per Month
Everything in Plus +
  • Tax Preparation
  • IRS Audit Support
  • Unlimited Tax Strategy Calls
  • Priority Appointment & Access
  • Accounting System Consulting
  • Real Estate Portfolio Planning
If you are investor:
  • Up to 12 properties (48 units)*
  • Up to 5 States filing*
  • Up to 2 Schedule C*
  • Unlimited stock/brokerage*
  • Up to 20 partners/owners*
  • Additional business returns*

Fit for: Motivated investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of his/her business.

Tax Return with Tax Planning

Premium
$7,797+
Paid Annually
or
$697+
Per Month
Everything in Plus +
  • Tax Preparation
  • IRS Audit Support
  • Unlimited Tax Strategy Calls
  • Priority Appointment & Access
  • Accounting System Consulting
  • Real Estate Portfolio Planning
If you are investor:
  • Up to 12 properties (48 units)*
  • Up to 5 States filing*
  • Up to 2 Schedule C*
  • Unlimited stock/brokerage*
  • Up to 20 partners/owners*
  • Additional business returns*

Fit for: Motivated investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of his/her business.

Premium
$7,797+
Paid Annually
or
$697+
Per Month
Everything in Plus +
  • Tax Preparation
  • IRS Audit Support
  • Unlimited Tax Strategy Calls
  • Priority Appointment & Access
  • Accounting System Consulting
  • Real Estate Portfolio Planning
If you are investor:
  • Up to 12 properties (48 units)*
  • Up to 5 States filing*
  • Up to 2 Schedule C*
  • Unlimited stock/brokerage*
  • Up to 20 partners/owners*
  • Additional business returns*

Fit for: Motivated investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of his/her business.

Premium
$7,797+
Paid Annually
or
$697+
Per Month
Everything in Plus +
  • Tax Preparation
  • IRS Audit Support
  • Unlimited Tax Strategy Calls
  • Priority Appointment & Access
  • Accounting System Consulting
  • Real Estate Portfolio Planning
If you are investor:
  • Up to 12 properties (48 units)*
  • Up to 5 States filing*
  • Up to 2 Schedule C*
  • Unlimited stock/brokerage*
  • Up to 20 partners/owners*
  • Additional business returns*

Fit for: Motivated investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of his/her business.

Only Tax Planning
$7,797+
Paid Annually
or
$697+
Per Month
Everything in Plus +
  • Tax Preparation
  • IRS Audit Support
  • Unlimited Tax Strategy Calls
  • Priority Appointment & Access
  • Accounting System Consulting
  • Real Estate Portfolio Planning
If you are investor:
  • Up to 12 properties (48 units)*
  • Up to 5 States filing*
  • Up to 2 Schedule C*
  • Unlimited stock/brokerage*
  • Up to 20 partners/owners*
  • Additional business returns*

Fit for: Motivated investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of his/her business.

Only Tax Planning
$7,797+
Paid Annually
or
$697+
Per Month
Everything in Plus +
  • Tax Preparation
  • IRS Audit Support
  • Unlimited Tax Strategy Calls
  • Priority Appointment & Access
  • Accounting System Consulting
  • Real Estate Portfolio Planning
If you are investor:
  • Up to 12 properties (48 units)*
  • Up to 5 States filing*
  • Up to 2 Schedule C*
  • Unlimited stock/brokerage*
  • Up to 20 partners/owners*
  • Additional business returns*

Fit for: Motivated investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of his/her business.

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Title Here

Tax/Accounting Solutions You Can Count On

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Joint Venture and operating agreement structuring

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Federal and state tax credits, incentives and deductions

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Cost segregation studies

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Strategic tax planning

Review of repairs and capitalization methods

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Joint Venture and operating agreement structuring

gapwh

Federal and state tax credits, incentives and deductions

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Money back guarantees

If you are not satisfied, we will refund you the fees. We are here to save you taxes. We don't charge if we can't add value.

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Transaction security

We use a secure technology stack to make your communication, data transfer, and payment highly secure.

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Alabama
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Our Clients

CLIENTS In Every STATE

We have clients in almost every state in the United States. No matter which state you invest or live in, we can assist you with your demands as a virtual firm.

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