Your Wealth Deserves a Tax Strategy as Smart as You Are

Every dollar you save in taxes is a dollar you can reinvest into your next property or keep as profit. Don’t let the IRS take more than its fair share—discover the best tax strategies for real estate professionals today.

Trust Pointe Tax and Financial Advisory, Inc.

We are your trusted partner for real estate tax planning, ensuring the protection of your commissions and investments.

Are Taxes Eating Up Your Real Estate Profits?

If you’re a real estate agent, broker, or investor earning strong commissions, collecting rental income, or flipping properties—but you still feel like your tax bill climbs every year—you’re not alone.

The problem isn’t how much you earn. It’s not having a real estate tax strategy designed for your unique income.

We’re changing that. But our calendar is filling fast.

Stop overpaying real estate taxes and start keeping more of your income—with customized tax plans for real estate agents, brokers, and investors.

Who We Serve:

We specialize in helping real estate professionals who want to reduce taxes on real estate commissions, rental income, or flip profits:

  • Agents & Brokers

  • Rental Property Owners

  • Flippers & Wholesalers

  • Syndicators & Portfolio Builders

If you earn six figures or more from real estate, you need proactive real estate tax planning to keep more of your income.

The Most Common Tax Pain Points

Pain Points

  • Overlooked Deductions

  • High Self-Employment Taxes

  • REPS Disqualification

  • Costly Capital Gains

  • Inefficient Entity Structures

Our Solution

  • Maximize Your Deductions

  • Stay IRS-Compliant & Ahead of Tax Law Changes

  • Qualify for REPS

  • Plan 1031 Exchanges Strategically

  • Optimize Your Entity Structure

Why You Need a Personalized Tax Strategy

Filing taxes once a year isn’t enough for agents, brokers, and investors—you need proactive tax planning for realtors and real estate investors to:

This is what sets our clients apart:

  • Protect your commissions and rental income from unnecessary taxes

  • Consider reducing your real estate taxes annually.

  • They structure income to work for them—not against them

  • Keep your income IRS-compliant with peace of mind.

  • They sleep better at night knowing their taxes are handled proactively

  • They grow their wealth faster and smarter

  • Save $10,000–$75,000+ per year, which you can reinvest into your next property.

Our Signature 3-Step Tax Strategy Plan

Step 1

Assessment

We uncover what others overlook—digging deep into your current financials, income streams, and tax return history.

Step 2

Implementation

We don’t just give you a strategy—we help you execute it. Entity setup, deduction tracking, and more.

Step 3

Ongoing Optimization

As your income grows, your strategy should too. We monitor, adjust, and ensure you stay on track all year long.

What’s Included:

  • We conduct a comprehensive review of your last 2–3 years of returns to uncover missed deductions.

  • We create a customized tax plan that incorporates strategies specific to real estate.

  • We provide entity structure recommendations that are optimized to reduce taxes on real estate income.

  • We employ advanced techniques such as 1031 exchange planning and cost segregation studies.

  • The implementation process is fully supported.

  • Quarterly optimization calls to keep your plan aligned with your goals.

Don’t Miss Your Window to Save Thousands

Our team works with a limited number of new real estate clients each month to ensure your plan gets the attention it deserves.

🔔 Every dollar you overpay in taxes is a dollar you could reinvest in your next deal.

Don’t wait—secure your personalized consultation for real estate tax planning today.


If you’re serious about keeping more of what you earn this year, now is the time to act.

Request Your Tax Strategy Consultation

Keep more of what you earn with a proven real estate tax strategy.

Select One
Select One
Select One
Image

Strategy

Fresh, creative solutions.

Image

Integrity

Honesty and transparency.

Excellence

Excellence

Top-notch services.

FOLLOW US

COMPANY

CUSTOMER CARE

LEGAL

Copyright © 2025. All Rights Reserved.