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Services

Lift Your Finances delivers personalized solutions with straightforward, transparent pricing.

Strategic Tax Planning

Proactive Tax Planning for Real Estate & Construction Professionals

At Lift Your Finances, we help real estate entrepreneurs and contractors take control of their tax outcomes—not just at year-end, but throughout the year. Our tax planning services are built for professionals who want to lower liability, protect assets, and grow with intention.

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We work with real estate investors, landlords, property managers, and construction professionals across trades such as HVAC, electrical, and general contracting. What sets us apart is firsthand experience—we don’t just study the tax code, we operate within the same real estate and service-based businesses as our clients.

 

Our process starts with a comprehensive review of your current financials and tax position. From there, we develop a customized strategy based on your goals, entity structure, income streams, and future plans. Whether you’re considering an S-Corp election, preparing for a 1031 exchange, or planning ahead for estimated payments, we guide you with clarity and purpose.

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Common Strategies We Implement

  • Quarterly tax planning and estimated payment reviews

  • Real estate-specific deductions and depreciation timing

  • S-Corp optimization and reasonable compensation planning

  • Passive vs. active income analysis

  • Retirement planning and long-term exit strategies

 

Unlike reactive tax firms, our approach is proactive. We help you make smart decisions before the numbers hit your return—whether that means timing capital purchases, managing contractor cash flow, or structuring multiple entities correctly.

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We keep communication clear and actionable—no unnecessary jargon, no one-size-fits-all advice. Our goal is simple: reduce your tax burden, support sustainable growth, and give you confidence in every financial decision.

 

Ready to stop leaving money on the table?

Contact Lift Your Finances to schedule a tax planning session and take the guesswork out of your real estate or contracting business.

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