Savage Tax Advisory

CPA · CFP® professional · Serving clients nationwide

Tax planning for high‑income real estate investors.

Tax information is everywhere, and most of it is free. What is not free is the time to work out which of it applies to your situation, or the cost of getting that wrong. My work is getting it right the first time, and keeping it right as the year changes.

Tell me about your situation Learn about the advisory relationship
Relationship
Ongoing advisory
Access
Work directly with one advisor
Tax preparation
Available separately to advisory clients

Ongoing tax advisory

Planning before major decisions and throughout the year.

A tax return reports decisions that have already been made. The useful work happens earlier, while there is still a choice in front of you, and continues through the year.

  1. A clear view of your tax picture

    I review how your income, entities, real estate, retirement accounts, and upcoming decisions work together. You receive direct answers and a plan you can understand.

  2. Planning throughout the year

    Tax planning is most useful while there is still time to act. We review the plan during the year and adjust it as your income, investments, and priorities change.

  3. Direct access to your advisor

    You work with one advisor from the initial analysis through ongoing planning. No handoffs, and no passing your work down to staff who have never read your file.

Who I work with

Three kinds of client, one thing in common.

High‑income professionals, business owners, and families approaching retirement. What they share is real estate: property they already hold, a first acquisition they want understood before they commit capital, or a portfolio that has outgrown the way it was set up.

Real estate tax planning

Use real estate with a clear understanding of the tax impact.

I help clients evaluate how real estate fits into their broader tax plan, whether they are considering a first property or trying to improve the treatment of an existing portfolio.

  • First‑time real estate acquisitions
  • Real estate professional status
  • Short‑term rental strategy
  • Self‑rentals and entity structure
  • Depreciation and cost segregation
  • Passive activity planning
  • Qualified opportunity zones
  • Planning a property or business exit

Retirement tax planning

Plan for large pre‑tax balances before required distributions begin.

I help clients evaluate Roth conversions, tax brackets, rental income, and future cash needs as part of a coordinated, multi‑year plan. The objective is to make deliberate decisions well before RMDs limit the available options.

Every recommendation is based on your facts, cash needs, investment structure, and expected tax position.

The relationship

A defined plan with ongoing access and review.

Advisory is the primary service. The first year runs $6,500 to $25,000 depending on complexity, and later years are usually similar, adjusting up or down if your situation changes or you want a different level of access. Tax preparation is billed separately, scales with the complexity of the year, and is available only to advisory clients.

  1. 01

    Introduction

    You send me a short summary of your situation and what you want help with. I read every inquiry myself. Where an ongoing advisory relationship looks appropriate, I follow up to arrange a 30‑minute call.

  2. 02

    Your first 30 days

    I review your returns, entities, income, properties, and retirement accounts. Within the first 30 days you have two one‑hour strategy calls built around your situation, and a written Savage Tax Roadmap setting out the planning priorities and the order to act on them.

  3. 03

    Ongoing advice

    You receive timely communication, email access, planning meetings, and regular reviews as your circumstances and tax picture change.

Capacity

Advisory relationships are capped on purpose.

A plan only works if someone is close enough to it to notice when your situation changes. Limiting how many relationships each advisor carries is what makes that possible. It is also what keeps the work holistic, with your income, entities, property, and retirement accounts considered together rather than one form at a time.

About Alex

Getting started

Tell me about your situation.

Send me a short summary of where things stand and the decisions ahead. I read every inquiry myself and reply with next steps, including a time to talk where the fit looks right.

Tell me about your situation