Why Choose Our Firm?

At By The Book our directors hail from boutique tax firms specializing in real estate and small business tax. We have had the pleasure of working with clients varying from retirees to Silicon Valley executives, local real estate investors to multi-million dollar real estate syndicates, and newly formed businesses to successful thriving corporations. 

In addition to tax returns, our experience encompasses tax planning, retirement analysis, entity structuring, cost segregation advisory, 1031 exchanges, house-hacking, and self-directed investing.

There is so much more to taxes than just a tax return. A tax return is a requirement, but tax planning is a necessity when it comes to structuring a successful business or real estate portfolio. When combined, tax education, retirement planning, and entity structure analysis can save a business thousands in tax dollars each year.  We provide "mini" planning and analysis to all of our tax clients as part of our preparation services so that our clients understand their tax situation and are armed with the strategies to grow their business confidently. Options for more in-depth tax planning services are also available.

Behind every small business and employee is a person. We feel that having a handle on your personal taxes is just as important as your business taxes. Retirement planning for your family, shifting income to your kids, strategically selling stocks and bonds, and taking advantage of homeowner credits and deductions are all essential parts of your tax strategy. With the ever-increasing complexity of tax law, we want to make sure that you are utilizing every deduction and credit that you are entitled to. We aim to elevate our tax returns from a product to a service and incorporate tax planning and additional tax savings opportunities whenever possible. 

We pride ourselves on our customer service, and we feel that our services should be focused around the convenience of our clients. However, the accounting profession has not incorporated technology the way that other industries have over the years. We proudly offer virtual services to help relieve some of the stress of tax day. We will never make you drive to our office or meet in person. You can communicate through email, upload documents through a secure portal, and e-sign all of your tax forms. We provide spreadsheets and PDF organizers so you never have to fight with your printer. With us your taxes are always available at your fingertips whether you are stuck at work, on the go with your family, or traveling the world. 

If you want to know even more about our virtual services, click HERE to read our blog article all about it.

Our directors both come from families of teachers so we understand the importance of education. If you want to save money on taxes, then a step in the right direction is tax education. Tax planning is a heavily guarded (and highly expensive) service, but the truth is that every taxpayer can benefit from educating themselves about taxes. We feel that there are not enough licensed professionals out there talking and writing about tax strategies for the average American. Therefore we have chosen to commit time as often as possible to blog about common tax topics that you may not even know can benefit you. 

If you have not yet visited our blog, we invite you to take a look. We hope it will help you feel more confident about your taxes!

Although we have worked with a far reaching variety of professionals and businesses, here is a list of the ones we work with most often:

• Long and Short Term Real Estate Investors
• Fix & Flip and Wholesalers
• Real Estate Agents
• Note Investors
• Insurance Agents
• Physicians
• Dentists & Orthodontists
• Teachers
• Restaurants
• Online Retailers
• Engineers
• Computer/IT Consultants
• Marketing Firms
• Gig Economy Workers
• Construction & Contractors
• General Consultants
• Actors & Entertainers