You are an expert in all things real estate. We are experts in taxes, compliance, and accounting.
A general CPA only makes sure you are compliant with tax deadlines and doesn’t look for tax reductions. Lewman Accounting Group looks at how we can reduce your tax burden, meaning that you pay less taxes, leaving more money for yourself and your business.
Yes, real estate does have specific tax advantages that a general CPA wouldn’t know. It ranges from codes for property tax to investing. Lewman Accounting Group understands the ins and outs of real estate and works to not only reduce your taxes but do it compliantly.
Usually, you see and talk to a general CPA once a year, at the end of the year. With Lewman Accounting Group, you'll get four meetings per year and can reach out anytime with questions, concerns, or updates. Learn about some of our services here.
You can book a free assessment by calling 360-464-4810, email firstname.lastname@example.org, or visiting our contact page and submitting a form.
We cover hundreds of strategies and their combinations, including deductions. legal entity, retirement, insurance, loopholes, new legislation, TCJA, FFCRA, CARES, and others.
There are three things you want in a CPA - someone you see yourself working with long-term, approaches you proactively with strategies, and communicates with you throughout the year, not just during tax season. Lewman Accounting Group does just that.
The best time to chose a CPA is always now. If you’ve been operating your business for roughly a year, are ready to take it to the next level, or when your business is going through growth, you want to ensure your business gets the most tax savings.
Having a CPA be in your state is one of the biggest misconceptions about CPAs. What you need most from your CPA is someone who understands your industry to make proactive strategic recommendations, communicates with you all year, and works aggressively and compliantly to reduce your taxes.
Yes! We are licensed certified public accountants.
Most accountants are are compliance oriented, reactive and historically focused. We are proactive, forward-looking and plan for the future. It's a completely different mindset, service offering and result that we achieve for our clients.
Before we engage in a formal tax planning relationship, we gather limited information from our conversations income, projections, legal structure and current planning to develop an estimated savings which will be finalized once we perform a plan.
Hopefully not. As your income grows to new levels, a new set of planning strategies are needed. While not typical, the most successful clients need tax planning every year. However, if there are no major changes from one year to the next, we may not need a whole new tax plan for the upcoming year.
If you implement certain retirement, insurance or legal structures, there may be additional fees or costs associated with the overall tax strategy.
We can't guarantee any savings. The nature of tax planning is that it's forward-looking and based on projections of income and expense. If those numbers change, as they often do, you tax savings will be impacted.
Yes, many of our clients keep their current tax prep person. However, if you choose to do tax prep with Lewman Account Group, we will absolutely accommodate you.