Frequently Asked Questions:
Q: Who is Tax Smart Insiders For?
A: This is for the self-starter. The investor that wants to implement real tax and accounting strategies for demonstrable results.
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. Then, the Masterclasses, 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 Tax Smart Insiders?
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: How do I access my Tax Smart Courses & Bonuses?
A: All the bonuses can be found conveniently right inside the community platform hosted on Circle. The courses will also be available in the community platform under the "Tax Smart Roadmap" tab on the navigation panel.
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?
Q: Why isn't the entire Tax Strategy Foundation & QBO Courses available day one?
A: After helping hundreds of private clients and Tax Smart Insiders reduce taxes and streamline accounting, we found that most tend to achieve the best results by taking things one step at a time rather than being overwelmed with too much information at once. Which is why Tax Strategy Foundation & The QBO Course will be released over about 6 weeks.
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.
So, What Are You Waiting For?
Q: How much does it cost?
A: The Tax Smart Insiders membership is only $97/month. If you love us and agree we're the best real estate tax and investing membership to help your business thrive... even in these times... then you'll keep your access to the membership with the Tax Smart Roadmap, Masterclasses, Live Q&As, private Insiders podcast, and private forums.
Q: Can I cancel my membership?
A: Yes, if you don't believe the Tax Smart Insiders community is the #1 community to help you reduce taxes and streamline your accounting system so you can make better financial decisions and build your wealth faster than you ever thought possible, then you can cancel your membership at anytime and you won't be billed again. No hard feelings!
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…
Sometimes it's worth just spending a few dollars getting it right the first time…But, hey if you get stuck in that situation, we’ll happily help you get out of it for a fee ;).
But it doesn’t have to get to that point, you can reach into our vault and secure $3K+ worth of premium, actionable tax + investing courses & bonuses... But this offer will only be available for a limited time. Once we reach our membership cap, then that's it. So, don't wait! Join Tax Smart Insiders Today.
Q: Does Tax Smart Insiders 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, Tax Smart Insiders also covers 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: Are the Live Q&As & Masterclasses Recorded?
A: You Bet. All of our Live Q&As and Masterclasses are recorded and available for replay within the community and members-only podcast.
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 with your Tax Smart Insiders Membership, we will honor refund requests made in writing within the first 30 days of signing up.
Q: Do I Get Access to Brandon & Tom?
A: Yes! Brandon and Thomas will be hosting Live Q&A and Masterclasses!