Join the Hall Client Community
Discover strategies that have saved 2,500+ real estate investors millions in taxes and get support from real estate tax experts!
SO much information! These guys are great at explaining somewhat complicated processes in an easy to understand way (and more importantly without sending anyone to sleep!)
Heather Luikart
I can not stress enough how much value this program and these classes have added to my bottom line! I have learned invaluable lessons...and I cannot get enough of it. I love the way they explain everything in plain simple terms and they always answer every question!
Karen Canfield
This was worth the price 25x when I consider the tax savings from everything I learned... I feel much more confident about my position for material participation in my STRs and to successfully go for REPS.
Annie

Your Exclusive Content & Resources

The Tax Smart Roadmap

$2,279 Value

  • Tax Strategy Foundation Course ($1,482 Value)
Tax Strategy Foundation is designed to guide you through the tax strategies available to anyone investing in rental real estate, from the basics of deductions to the advanced strategies including offsetting your W-2 or business income with rental tax losses.

Covers REPS, the STR Loophole, cost segregation, bonus depreciation, 1031 exchanges, and everything in between!
  • Bookkeeping Course for Landlords & STR Owners ($797 Value)
Join 850+ students and streamline your accounting system to save time, maximize tax savings, and make better financial decisions to grow your portfolio with our QBO Bookkeeping Course for Landlords & STR Owners. 
These two courses are normally $2,279, and now included in your membership!

Expert Support from Real Estate CPAs

$1,164+ Value

  •   Live Q&As
Join Live Q&As with our team of real estate tax experts and get answers to your most pressing tax questions and learn about what other investors are asking!
  •   Private Forums
Your membership includes access to a private community forums where you can get your questions answered by our team of real estate tax and investing experts.
  • 1-1 Consultations
Request 1:1 paid consultations with the same team of real estate tax experts that our private clients use to gain further clarity on what you need to minimize taxes for your specific situation. 

Meet the Community Leader


Nathan Sosa, CPA, MST, is the Manager of both the National Tax Department and the Audit Defense Division at Hall CPA. He specializes in consulting on technical tax issues, including Qualified Opportunity Zone structuring, partnership matters, and Section 469 considerations within the real estate industry and small business sector. Nathan also provides professional guidance to tax professionals and accountants, offering insights into complex tax strategies and compliance matters.


Monthly Masterclasses & Archive

$1,297+ Value

  • Monthly Masterclasses
Every month, we host masterclasses with experts covering market analysis, building and optimizing rental portfolios, investing in short-term rentals, tax deductions, LLCs, legal issues, and more. 
  • Masterclass Archive
Access our ever-growing backlog of previous Masterclasses!

Tax Smart Bonuses

$297+ Value

  • Best of The Tax & Legal Summit
You’ll get all 69 sessions and all 6 Keynotes, 6 Live Q&A sessions, and 2 Workshops from the recent Tax & Legal Summits covering: REPS, STR Loophole, Cost Segregation, Entity Structuring, 1031 Exchanges, Trusts & Estates, and more!
  • Members-Only Podcast
These days, everyone's busier than ever. Take our exclusive hard-hitting tax and real estate investment content with you on the go with the member-only podcast.
  • Tax Smart eBooks
• The Real Estate Professional Status for Landlords: The Ultimate Guide to Eliminating Your Tax Bill While Sleeping Well at Night (eBook)

• The Ultimate Guide to Tax Planning For Landlords and Buy & Hold Real Estate Investors (eBook)
  • Members-Only Discounts
Discounts on future courses, bootcamps, and more!
Here's EVERYTHING You Get When You Join!
  • Expert Support from Real Estate CPAs................................................($1,164+ Value) 
  • Tax Strategy Foundation Course...........................................................($1,497 Value)
  • QuickBooks Online (QBO) Bookkeeping Course................................($797 Value)

ONLY $97 Today

Then $97/mo.

What Others Are Saying...

CUSTOM JAVASCRIPT / HTML

Frequently Asked Questions:

Q: Who is the Community For?

A: This is for the real estate investor that wants to reduce taxes and build wealth without having to sort through all the bad advice found on free online forums.
This membership hits you with real, working strategies that have helped countless real estate investors significantly reduce their tax bills and build their portfolios. The Live Q&As and other resources dive deeper, giving you even more clarity and actionable insights you can use to reduce taxes and build wealth... which saves you time and money because you don’t have to figure it out yourself or pay tens of thousands of dollars on 1-1 consulting! Let us show you the mistakes, so you can learn and grow without taking on needless frustration.

Q: Is this only for clients of Hall CPA?

A: No. While our clients are members of the community, anyone can join.

Q: Who should NOT join?

A: Hmmm...that's a tough one. I guess investors who like paying more tax than necessary? No, but in all seriousness, if you don't own real estate or plan to invest in real estate, then this community isn't for you. 

Q: What is Included In The Tax Strategy Foundation (TSF) Course?

A: Tax Strategy Foundation is designed to guide you through the tax strategies available to anyone investing in rental real estate, from the basics of deductions to the advanced strategies including offsetting your W-2 or business income with rental tax losses.

After completing these courses, you understand key tax strategies you can use and how to implement them to save THOUSANDS in taxes, including:
 
• The Real Estate Professional Status (REPS)
• The Short-Term Rental (STR) Loophole
• How to Use Passive Losses to Minimize Taxes
• Optimizing your Tax Position
• How to Exit Real Estate Tax Efficiently
• ​Investing Through Retirement Accounts
• ​Entity Structuring for Landlords
• Shifting Income to Children
• Audit Defense
• And More!

Q: What Is The QBO Bookkeeping Course?

A: This course is designed to help you streamline your accounting system to save time, maximize tax savings, and make better financial decisions to grow your portfolio. 

If you're still using spreadsheets or scrambling through a shoebox for your bookkeeping, it's time to upgrade...

The QuickBooks Online (QBO) Bookkeeping Course for Landlords and STR Owners is designed to help you set-up and streamline your accounting system for your rental business.
 And that's critically important because it allows you to understand the financial performance of your business, ensures you don't miss out on tax deductions, and makes tax filing a breeze.

Shoeboxes of receipts, spreadsheets, and disjointed property management statements aren't going to cut it... Serious landlords need a bookkeeping system.

Q: How much does it cost?

A: The Hall Client Community membership is $97/month. 

Q:  Can I cancel my membership?

A: Yes, you can cancel your membership at anytime and you won't be billed again. 

Q: Can I just find real estate tax & investing content online?

A: Sure. But honestly, after helping hundreds of investors reduce taxes, we discovered that a lot of the free “advice” out there is just plain wrong and often costs investors thousands dollars in accounting and legal fees trying to correct - or worse, they end up paying thousands in back taxes, interest, and penalties after getting audited by the IRS… 

Q: Do you focus on just real estate, or can it help personally and with my business?

A:  Yes. While we specialize and add the most value to real estate investors, we also cover the typical personal and business tax strategies real estate investors need to understand. This includes home offices, paying your children, LLCs, and other common deductions and strategies. 

Q: How can I get answers to my accounting and tax questions?

A: You can get answers to your tax and accounting questions through the Private Community Forums, Monthly Live Q&As, and 1:1 Paid Consultations with our team of real estate tax experts. 

Q: Do your CPAs know real estate?

A: Yes! All of our CPAs are gainfully employed at Hall CPA, PLLC. The firm services over 1,800 clients in the real estate industry. Our team has incredible tax and accounting experience that we are able to rely on when servicing you!

Q: Do you offer a guarantee?

A: Yes! If you're not satisfied, we will honor refund requests made in writing within the first 30 days of signing up. 

Frequently Asked Questions:

Q: Who is the Community For?

A: This is for the real estate investor that wants to reduce taxes and build wealth without having to sort through all the bad advice found on free online forums.
This membership hits you with real, working strategies that have helped countless real estate investors significantly reduce their tax bills and build their portfolios. The Live Q&As and other resources dive deeper, giving you even more clarity and actionable insights you can use to reduce taxes and build wealth... which saves you time and money because you don’t have to figure it out yourself or pay tens of thousands of dollars on 1-1 consulting! Let us show you the mistakes, so you can learn and grow without taking on needless frustration.

Q: Who should NOT join?

A: Hmmm...that's a tough one. I guess investors who like paying more tax than necessary? No, but in all seriousness, if you don't own real estate or plan to invest in real estate, then this community isn't for you. 

Q: What is Included In The Tax Strategy Foundation (TSF) Course?

A: Tax Strategy Foundation is designed to guide you through the tax strategies available to anyone investing in rental real estate, from the basics of deductions to the advanced strategies including offsetting your W-2 or business income with rental tax losses.

After completing these courses, you understand key tax strategies you can use and how to implement them to save THOUSANDS in taxes, including:
 
• The Real Estate Professional Status (REPS)
• The Short-Term Rental (STR) Loophole
• How to Use Passive Losses to Minimize Taxes
• Optimizing your Tax Position
• How to Exit Real Estate Tax Efficiently
• ​Investing Through Retirement Accounts
• ​Entity Structuring for Landlords
• Shifting Income to Children
• Audit Defense
• And More!

Q: What Is The QBO Bookkeeping Course?

A: This course is designed to help you streamline your accounting system to save time, maximize tax savings, and make better financial decisions to grow your portfolio. 

If you're still using spreadsheets or scrambling through a shoebox for your bookkeeping, it's time to upgrade...

The QuickBooks Online (QBO) Bookkeeping Course for Landlords and STR Owners is designed to help you set-up and streamline your accounting system for your rental business.
 And that's critically important because it allows you to understand the financial performance of your business, ensures you don't miss out on tax deductions, and makes tax filing a breeze.

Shoeboxes of receipts, spreadsheets, and disjointed property management statements aren't going to cut it... Serious landlords need a bookkeeping system.

Q: How much does it cost?

A: The Hall Client Community membership is $97/month. 

Q:  Can I cancel my membership?

A: Yes, you can cancel your membership at anytime and you won't be billed again. 

Q: Can I just find real estate tax & investing content online?

A: Sure. But honestly, after helping hundreds of investors reduce taxes, we discovered that a lot of the free “advice” out there is just plain wrong and often costs investors thousands dollars in accounting and legal fees trying to correct - or worse, they end up paying thousands in back taxes, interest, and penalties after getting audited by the IRS… 

Q: Do you focus on just real estate, or can it help personally and with my business?

A:  Yes. While we specialize and add the most value to real estate investors, we also cover the typical personal and business tax strategies real estate investors need to understand. This includes home offices, paying your children, LLCs, and other common deductions and strategies. 

Q: How can I get answers to my accounting and tax questions?

A: You can get answers to your tax and accounting questions through the Private Community Forums, Monthly Live Q&As, and 1:1 Paid Consultations with our team of real estate tax experts. 

Q: Do your CPAs know real estate?

A: Yes! All of our CPAs are gainfully employed at Hall CPA, PLLC. The firm services over 1,200 clients in the real estate industry. Our team has incredible tax and accounting experience that we are able to rely on when servicing you!

Q: Do you offer a guarantee?

A: Yes! If you're not satisfied, we will honor refund requests made in writing within the first 30 days of signing up. 
Copyright 2023 by Hall CPA PLLC. All Rights Reserved.

 Need help? Contact Support: hello@taxsmartinvestors.com