Real Estate Tax Is My Specialty. Your Financial Future Is the Bigger Picture.
Tax preparation and planning for real estate investors, plus a personal CFO and small business tax support for everyone building something.
Plan Ahead.
Specialized Expertise. Support for the Bigger Picture.
Whether you're investing in property, running a business or getting your personal finances organized, I'll help you move forward with a plan.
Real Estate Tax & Planning
Rental income, depreciation, cost segregation, 1031 exchanges and portfolio decisions, handled with a plan instead of a scramble.
Explore Real Estate Tax →Personal CFO
Your taxes, cash flow and goals in one ongoing plan, with a CPA in your corner all year.
Explore Personal CFO →Small Business Tax
Tax preparation and proactive planning for sole proprietors, LLCs, S corporations and partnerships.
Explore Business Tax →Make the Most of Your Properties. Know the Tax Implications.
Real estate comes with real opportunities and complicated rules. From your first rental to a growing portfolio, I'll help you understand your options and plan before the transaction, not after it.
Structure It Right Before You Close
Keep More of Every Rent Check
Know the Tax Bill Before You List
Not an Investor? You're Still in the Right Place.
Saving for a first home, paying down debt or just tired of guessing at tax time? As your personal CFO, I keep your taxes and your money working from one plan, all year long.
Thoughtful Guidance. Without the Unnecessary Complexity.
Start With Your Goals
I learn about your properties, business or personal finances before recommending anything.
Create a Clear Plan
I make the tax and money decisions understandable, then lay out practical next steps.
Stay Ahead of What's Next
I help you prepare for decisions and deadlines instead of reacting after the fact.
Richard, CPA
I started my career in real estate tax at a Big 4 firm, working on the kind of planning that usually goes only to large funds and developers. I built Groundwork to bring that same thinking to individual investors, business owners and families.
My approach is simple: explain things plainly, plan before the deadline and make sure your taxes and your goals are pulling in the same direction.
More About My Background →Straight Answers to Real Questions.
Repair or Improvement? How to Tell for Your Rental
The answer decides whether you deduct it this year or over 27.5 years.
REAL ESTATEWhat Happens to Depreciation When You Sell a Rental
Depreciation recapture, explained with real numbers.
PERSONAL & BUSINESSQuarterly Estimated Taxes: Who Pays and How Much
The safe harbor rules that keep penalties off your return.
Do you only work with real estate investors?
No. Real estate is my specialty, but I also work with individuals, families and small business owners who want a CPA who plans ahead instead of just filing.
Can I work with you if I only own one rental?
Absolutely. Your first property is where good records and the right setup matter most, and it is much easier to start clean than to fix things later.
What's the difference between tax planning and tax preparation?
Preparation reports what already happened. Planning shapes what happens next, so the return you file reflects decisions you made on purpose.
What does a Personal CFO engagement include?
Your tax return, quarterly estimates, a cash flow and debt plan, check-ins through the year and a year-end strategy meeting, all on one ongoing monthly engagement.
Do you meet virtually?
Yes. I'm based on Long Island and meet with clients by video, so you can work with me from anywhere in the U.S.
Better Decisions Start With a Conversation.
Tell me about your properties, business or goals. I'll tell you plainly whether Groundwork is a good fit.
Request a Consultation