A real estate CPA who plans across every property you own.
Coordinated tax strategy for investors with multiple properties: cost segregation, depreciation, entity structure, and acquisitions and sales planned for tax efficiency, with quarterly planning as you grow.
- Coordinated strategy across all properties and LLCs
- Cost segregation and depreciation optimization
- Acquisitions and dispositions structured for tax efficiency
- Quarterly planning for new properties and opportunities
More doors. More complexity. Same old tax prep.
Once you own several properties, rental income, LLCs, depreciation schedules, and acquisitions start interacting. Without a coordinated plan, each one gets handled in isolation.
Every property is planned separately
Different LLCs and schedules, but no strategy tying them together.
Depreciation left on the table
No cost segregation, missed components, and inconsistent schedules across the portfolio.
Deals done before the tax plan
Acquisitions and sales get structured for the closing, not for your tax position.
A CPA who doesn't speak real estate
Your preparer files the Schedule E. They don't help you plan the next acquisition.
We design your real estate tax strategy across the whole portfolio and structure each acquisition for maximum efficiency.
What we do for real estate investors
Entity consolidation
Consolidate and coordinate LLC structures so the whole portfolio can be planned together.
Cost segregation analysis
Identify property components that qualify for faster depreciation, coordinated with your overall plan.
Coordinated depreciation
Build a consistent depreciation schedule across every property you own.
Acquisition planning
Structure purchases for tax efficiency before you close, not after.
Disposition strategy
Plan sales, exchanges, and timing to manage gains and depreciation recapture.
Quarterly planning
Ongoing planning for new properties, refinances, and opportunities as they come up.
What proactive planning looks like
Real Estate Portfolio Owner
11 rental properties across 3 LLC structures, $580K annual income from rents. Inconsistent tax planning across properties.
Consolidated entity structure, coordinated depreciation strategy, and engineered cost segregation analysis. Quarterly tax planning integrated with acquisition strategy.
$63,500 in annual tax optimization through depreciation engineering and entity coordination, plus a tax-efficient acquisition roadmap.
Anonymized client example. Results depend on each client's facts and circumstances and are not a guarantee of future outcomes.
Proactive strategy. Continuous planning. Measurable outcomes.
Our flagship service is a year-round partnership. Strategy leads, and the tax return follows.
Strategy assessment
A deep diagnostic of your tax structure and business model, with optimization opportunities, entity recommendations, and a strategic roadmap.
Quarterly planning
Quarterly strategy meetings, estimated-tax optimization, and scenario modeling for new opportunities.
Structural changes
Entity formation or restructuring, intercompany agreements, tax position memos, and cost segregation for real estate.
Year-end & next year
Year-end optimization, tax return preparation and filing, and your planning roadmap for the following year.
You don't need another preparer. You need a strategist.
Typical tax preparation
- Annual service, once per year
- Compliance-focused
- Reactive: the year has already passed
- No strategic planning
- No opportunity identification
Remis & Merius Advisory
- 12-month engagement with quarterly reviews
- Strategy-focused
- Proactive: planning ahead of decisions
- Continuous scenario modeling
- Measurable, tracked outcomes
Built by tax strategists for business owners.
Led by Adam Remis, CPA. With more than 30 years in public accounting, tax advisory, and business consulting, Adam works with business owners, real estate investors, and high-net-worth individuals on entity architecture, S-Corp optimization, multi-entity planning, and real estate tax strategy.
Where our services start
Engagements are priced as a project fee for 12 months of service, not hourly billing. You'll get a clear engagement letter with defined scope and fixed fees before we begin.
Tax Advisory
Proactive quarterly tax strategy and planning.
Accounting
Financial oversight that supports strategic decisions.
Entity Filings
Annual entity returns: partnerships, C-Corps, S-Corps.
Individual Filings
Personal return preparation for advisory clients.
Final pricing is tailored to the complexity of each engagement: number of entities, structure, real estate, acquisitions, and multi-state considerations.
Frequently asked questions
How many properties do I need for this to make sense?
We typically work with investors who own roughly 3 to 15+ properties, often across multiple LLCs, alongside other business income. If you're earlier in your journey, the assessment will tell you honestly whether an engagement makes sense yet.
Do you do cost segregation studies?
Yes. Cost segregation analysis is part of our real estate planning, and it's coordinated with your full tax picture so the accelerated depreciation actually benefits you.
What happens on the 20-minute strategy assessment?
It's a focused diagnostic conversation. We look at your current structure, income, and goals, identify where you're likely overpaying, and confirm whether a planning engagement is a fit. If it is, you'll receive a clear proposal with a defined scope and fixed fee before any work begins.
Is this just tax preparation?
No. Remis & Merius is an advisory firm. Our flagship service is a 12-month tax advisory engagement with quarterly planning, scenario modeling, and implementation. Year-end tax return preparation is included, but it's a downstream deliverable of the strategy, not the main service.
How is pricing structured?
Engagements are priced as a fixed project fee for 12 months of service, not hourly billing. Tax advisory starts at $2,500 per quarter; final pricing depends on the number of entities, complexity, and planning depth. You'll see the full fee in a written engagement letter before we begin.
Do you only work with Phoenix clients?
Our office is in downtown Phoenix at 2 N Central Ave, and we welcome clients from across the Valley, including Scottsdale. Ask about meeting options during your strategy assessment.
Let's have a diagnostic conversation about your situation.
Book a 20-minute strategy assessment. We'll identify where you're overpaying and whether a planning engagement makes sense. No obligation.