Expert Business and Tax Advisory for Real Estate Investors and Scaling Businesses
Your Foundation For Business Growth and Tax Efficiency
As Seen In
Services
Overview
Gain financial clarity and save thousands in taxes with our expert services designed specifically for Real Estate Service Providers, Real Estate Developers and Real Estate Investors.
CFO Services
We provide clear, actionable financial guidance to help you improve cash flow, boost profitability, and plan strategically for growth. Our CFO Services equips you with the insights needed to make informed decisions, from budgeting and cash flow management to project planning and expansions. Think of us as your financial partner, ensuring your finances are always aligned with your business goals.
Tax Strategy and Optimization
We specialize in minimizing tax burdens for real estate-focused clients by identifying every deduction and credit that applies. Our tax strategy service ensures you’re compliant and proactively planning to retain more income for reinvestment. With our guidance, you can navigate tax complexities confidently, knowing you’re maximizing savings.
Accounting
Accurate, timely accounting designed for real estate professionals. Let us manage your finances with precision, so you can concentrate on focus on growing your business.
Entity Formation and Structuring
Proper structuring is essential for asset protection and tax efficiency. We guide clients through entity formation and structuring, including LLC setups tailored to your unique needs and risk profile. Our service simplifies the process, ensuring compliance and positioning your business for long-term success.
Financial Due Diligence for Real Estate Transactions
When acquiring buildings or expanding portfolios, real estate investors need a clear picture of the financial landscape. Our Financial Due Diligence service provides in-depth analysis of financial records, operating expenses, and revenue projections, helping you make confident investment decisions. We identify potential risks, uncover hidden costs, and validate financial assumptions, so you have the insights needed to invest wisely and grow your portfolio strategically.
Accounting Clean Up
Get your financials back on solid ground. We’ll tidy up your books, resolve discrepancies, and set you up with systems for future success—so you can move forward with clarity and confidence.
Client Successes
Tax Liability Reduced by:
$21,000
“I don’t know what I would do without the Gilmer Ferretti Group.”
Roy B., Realtor
Tax Liability Reduced by:
$62,000+
“Wiped off my entire tax liability while helping me save for retirement."
Tomoka K, Engineer
Don’t wait any longer to take control of your financial future.
Schedule your free consultation with
Gilmer Ferretti today!
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Stay ahead of the curve with insights that real estate entrepreneurs can’t afford to miss.
Ready to Secure Your Financial Future?
Let’s work together to maximize your real estate success. Schedule a personalized strategy session to see how we can help you save time, reduce taxes, and grow your investments.
