I help CRE Brokers keep more of what they make

As a financial advisor and CPA dedicated to serving successful commercial real estate brokers, Jake focuses on creating customized strategies to optimize cash flow, reduce taxes, and plan for retirement from brokerage. Specializing in S Corp management, QBI optimization, and other advanced tax strategies, he helps clients maximize savings and reinvest more into their businesses. He also helps brokers navigate the challenges of being self-employed, securing necessary insurance, and making the most of a small-business-friendly tax code. With a proactive approach to tax planning, Jake guides his clients to minimize liabilities and avoid surprises, eliminating the guesswork each year. Additionally, he provides guidance on structuring investments and navigating complex tax regulations, allowing brokers to focus on growing their revenue while delegating the non-revenue-producing tasks.