Services

Tax Preparation

Tax returns built around your strategy—not just your spreadsheets.

When it comes to tax preparation, real estate and construction professionals need more than form-filling—they need a tax partner who truly understands how their business works. At Lift Your Finances, we specialize in preparing taxes for investors, property managers, and construction trades who want to keep more of what they earn and avoid costly surprises.

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Whether you’re flipping properties, managing rentals, or running a contracting business, we bring real-world experience to every return. We look beyond basic filing to identify real estate–specific deductions, resolve reporting issues, and position you for long-term growth.

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We understand the complexities you face—mismatched 1099s, passive activity rules, S-Corp income, and depreciation requirements. That’s why we take a hands-on, strategic approach with every client. From contractors reconciling job income to landlords managing multiple properties, we prepare returns accurately, efficiently, and with intention.

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Each engagement includes a customized review of your income streams, entity structure, and investment strategy. We help you document properly, avoid red flags, and maximize deductions—especially those unique to real estate and trade professionals.

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We also handle multi-entity filings and advanced real estate tax strategies, including cost segregation, estimated tax planning, and compliance guidance. Everything we do fits into your bigger financial picture—not just this year’s return.

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Our process is clear and efficient. You’ll always know what to expect, timelines are realistic, and communication is straightforward. Most importantly, you’ll work with a tax team that speaks your language and respects your time.

Ready to file smarter this season?

Contact Lift Your Finances for specialized tax preparation—done by professionals who actually understand your business.

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