Custom Tax Strategies for those building Wealth through Real Estate

Keep the existing relationship with a tax professional you love

Add the real estate specific advising you need

You don’t need to work exclusively with a real estate specialized tax firm.

You need to work with a tax firm you love.

You may already have a tax firm you love.

Many of us had existing relationships with amazing tax professionals before we began investing in real estate.

We offer customized tax strategies to those building wealth through real estate - and we do so in a collaborative and respectful way.

Real Estate Tax Strategy Packages

Currently Under Redesign - Available again 6/15

  • -A video Summary of Findings

    -Detailed list of any errors found

    -Depreciation schedule review

    -Missed tax savings opportunities

    -Suggested Corrections

    -A pre-written email to your tax professional to open discussion

    *Package does not include bookkeeping, tax return filings, or additional advising.

  • -Everything included in the Tax Return Review

    -Comprehensive depreciation schedule review

    -Initial Real Estate Tax Strategy Plan

    -Pre-written emails to communicate strategies and concepts with your tax professional

    -Review of current year tax return for savings and errors before submission by your tax professional

    -One Strategy Call annual

    -Five consulting emails annual

    *Package does not include bookkeeping or tax return filings

  • -Everything included in the Tax return Review & Silver Plan

    -Comprehensive depreciation and renovation review

    -Call and email access to fit your needs

    -Quarterly tax strategy meetings as needed

    -Year-end tax meeting

    -Collaborative efforts with your professional team

    -Inclusive calcualtions for property sales, cost segregation savings, 1031 exchanges & more

    -1-5 Year Portfolio growth and forward looking tax plan

    *Package does not include bookkeeping or tax return filings

Interested in Full-Service Tax Filing & Strategy Services?

Natalie works Exclusivley with a limited number of full-service clients per year. Pricing begins at $5,000 annually.

This service includes the advising options available in the Silver & Gold Packages, and also includes all handling of all your State and Federal Tax Return Filings.

Please visit the Kolodij Tax website below to schedule your new client consultation.

  • We find clients an extra $5,446 of missed real estate related write offs on average.

  • Our understanding of delayed financing for BRRRR deals allowed us to correct depreciation for a client resulting in a refund of $28,731

  • 35-40% of tax returns with rental properties require amendment or correction to depreciation

  • A client received a refund of $9,789 after we amended their returns to move a short-term rental from schedule C to schedule E

  • An implemented cost segregation strategy resulted in a client having no tax liability for the next three tax years

  • Correcting a client's depreciation in conjunction with the sale of their rental property resulted in a $53,000 gain being tax-free.

  • One-on-One Consulting

    As tax professionals we can’t be experts in everything. Let us handle your client’s real estate tax planning and research for you.

    Schedule

  • Tax Education and CPE events

    Interested in more real estate tax edcuation?

    Sign up

  • Monthly REI Tax

    Coming Soon

    Subscribe

About Natalie

Natalie is an IRS Enrolled Agent and Real Estate Tax Strategist™ with close to ten years of experience in real estate.

Frequent Podcast Guest

Bigger Pockets Moderator

Street Taco Aficionado

Co-Founder of the National Association of Real Estate Tax Strategists (NARETS)

Professional CPE Educator

Lover of all things finance, freedom, and nerdy

She offers full service tax preparation and advising services for a limited number of clients.

www.kolotax.com