For the past ten years, REI Bookkeepers has focused on doing one thing exceptionally well: bookkeeping for real estate investors. We’ve never tried to be everything to everyone. Instead, we’ve specialized in QuickBooks Online bookkeeping for landlords, flippers, wholesalers, and other real estate professionals.
That focus has allowed us to build systems, train an outstanding team, and serve hundreds of real estate investors across the country. While many accounting firms divide their attention between bookkeeping, payroll, taxes, audits, and consulting, we’ve spent the last decade becoming experts in one area: real estate accounting.
This year marks an exciting new chapter.
Introducing Tax & Advisory Services
After more than a decade of providing bookkeeping services exclusively to real estate investors, REI Bookkeepers is expanding to offer Tax & Advisory Services to a limited number of bookkeeping clients.
Because effective tax planning starts with accurate financial records, bookkeeping remains the foundation of everything we do. When your books are current and accurate, we can identify tax-saving opportunities throughout the year, project tax liabilities before they become surprises, improve cash flow, and help you make more informed business decisions.
Tax & Advisory Services will be available to a limited number of bookkeeping clients who are looking for a more proactive approach to tax planning and financial guidance.
I’ve been a certified public accountant (CPA) for more than 10 years, and in 2025 I earned the Enrolled Agent designation (EA). But more importantly I recently earned the Certified Tax Coach® (CTC) designation through the American Institute of Certified Tax Planners (AICTP). The CTC program focuses on proactive tax planning strategies designed to help business owners legally reduce their tax burden – not simply prepare tax returns after the year has ended.
Why We Didn’t Offer Taxes Before
For years, clients have asked us if we offered tax preparation. Our answer was always the same: not yet.
I believed that bookkeeping deserved our full attention. Rather than trying to be average at both bookkeeping and taxes, I chose to become exceptional at “The One Thing” I truly enjoyed – which was bookkeeping. We built REI Bookkeepers around delivering accurate, timely financial statements specifically for real estate investors, without letting tax season distract us from the service our clients depend on every month.
Over the years, we’ve built an experienced team, documented our processes, and developed systems that consistently produce high-quality financial reporting. At the same time, I’ve continued investing in my own education as a CPA and EA, and ultimately joining the AICTP.
Today, we have both the operational foundation and the specialized tax-planning expertise to expand into Tax & Advisory Services without compromising the bookkeeping services that built our reputation. That’s why we’re making this change now – not because our focus has shifted, but because we’re ready to offer even greater value to our clients
Who This Service Is For
At this time, our Tax & Advisory Services are available only to clients who also engage us for bookkeeping.
This allows us to maintain the quality and responsiveness our clients expect while ensuring we have complete confidence in the financial data we’re using for tax planning.
We’re not looking to become a high-volume tax preparation firm. Instead, we’re looking to build deeper relationships with clients who value proactive advice throughout the year.
What You’ll Receive
Clients enrolled in our Tax & Advisory service can expect:
- Year-round tax planning, not just tax preparation.
- Regular strategy meetings to discuss your business and upcoming decisions.
- Federal income tax preparation.
- Ongoing tax projections and estimated tax guidance.
- Advice tailored specifically to real estate investors.
- The convenience of having your bookkeeping and tax advisor working together.
Our goal isn’t simply to prepare your tax return. It’s to help you make better financial decisions before the tax return is ever filed.
To be clear, we’re not looking to replace your current tax preparer. Many of our bookkeeping clients have long-standing relationships with their CPA, and we’re not interested in disrupting those relationships. However, if you feel you’re not receiving the level of tax planning or proactive advice you need, it may be worth exploring what our Tax & Advisory service has to offer.
Looking Ahead
This is one of the most significant milestones in the history of REI Bookkeepers.
While we’re expanding our services, one thing isn’t changing: bookkeeping remains the foundation of everything we do. Accurate financial records are the key to effective tax planning and better business decisions.
Tax & Advisory Services are available exclusively to bookkeeping clients. If you’re an existing client and would like to learn more, contact us to determine whether the program is the right fit for your business.
If you’re searching for a firm that provides bookkeeping, proactive tax planning, and advisory services under one roof, click the Become a Client link to get started.
