Our mission is to deliver unparalleled guidance to real estate investors, leveraging our expertise as a CPA, Real Estate, and Mortgage Broker. Through a comprehensive and personalized approach, we aim to empower our clients with creative tax planning expertise, real estate insights, and mortgage strategies that optimize their investments and deliver the highest profits.
Whether you need advice on tax strategies, mortgage options, or real estate investments, we have the expertise and experience to guide you. We offer unparalelled real-estate advise.
Essential in every real estate deal, tax planning is a game-changer for net profit. As real estate tax planning experts we offer strategies that ensure our clients make tax-effective choices for maximum profitability.
Experience better profits with our unique approach that integrates traditional real estate services, tax planning, investment analysis and mortgage finance. We're not just Top Agents; we're your Trusted Advisors!
Real estate investments often demand creative financing solutions. Our personalized approach aligns sophisticated investor needs with the innovative products offered by our lender partners.
As your trusted advisor, we excel in evaluating your asset's performance and its role in your portfolio. Through projections and investment analysis models, we assist you in mitigating risks and avoiding unwelcome surprises.
Simplify your path to better profits! We bring real estate, tax planning, and mortgage consulting under one roof, eliminating the hassle of coordinating separate professionals who may not fully grasp each other's expertise. With an advisor who understands it all, you enhance your chances of optimizing return.
Integrating real estate into your tax planning strategy can be a game-changer for individuals and businesses alike...
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Securing residential loans, whether Conventional or Government-backed, involves a journey from the Primary Market to the Secondary Market...
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Short term rental tax strategy is a great way to lower taxes on your income, and is a main reason for many short term real estate investors.
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Real estate success demands a holistic strategy that goes beyond the ordinary. Our approach seamlessly integrates tax planning and mortgage consulting, ensuring each move is strategically optimized. It's not just about properties; it's about maximizing profits, minimizing risks, and securing a future of financial prosperity
We take pride in sharing unique knowledge that sets us apart from other real estate professionals. We firmly believe that possessing valuable knowledge consistently leads to the best results.
Unlike many real estate professionals prioritizing 'top dollar' sales, our focus is on maximizing what stays in your pocket. Therefore, we aim to generate the highest net profit for you.
We pride ourselves on transparent communication, providing you with clear information at every step, building trust, and ensuring a seamless and ethical transaction experience.
We provide a highly effective real estate sales approach that involves strategic tax planning, accurate market analysis, skillful negotiation, and a keen understanding of client needs.
We met Julian through a mutual contact and we were so lucky to have worked with him. With Julian’s help, we purchased our first house and new home in Rancho Park area in LA during the middle of pandemic. Julian was so informative and patient with us. He helped guide us through the process as our Buying Agent. He is super knowledgeable and came up with good strategies on making offers. He helped us purchase our dream house. We cannot thank him enough. We look forward to working with Julian again in the future.
My son and I had the pleasure of working with Julian who provided expert guidance on real estate tax strategies. From the moment we reached out, he showed a genuine commitment to helping us understand the complex world of real estate tax. What truly stood out was the clear and concise manner in which he explained the most intricate tax concepts. He was patient and took the time to ensure we understood every aspect, which is a rarity in the world of tax. Despite his busy schedule, he made sure to accommodate our needs.
I have worked with Julian both in mortgage lending and in tax. He excels in both capacities! As a mortgage broker, Julian is experienced and highly knowledgeable about different loan programs. More important, he understands your specific situation and advises the best options that meet your needs. Whether you are a first time home buyer or experienced investor looking for financing options, talk to him! As a CPA, he is very diligent, attentive to details yet strategic and always keeps the big picture in mind - how to save his clients from paying unnecessary tax due by planning ahead.
Real Estate Broker | Mortgage Broker
