Modern Accounting, Bookkeeping, Tax Planning/Prep, CFO services for CA SMBs & Startups

Los Angeles, CA
Joined July 2020
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Realm Business and Tax Advisory retweeted
Replying to @reallyoptimized
I have seen it mess up many times. AI is a tool, not a work replacement. Still need to verify everything is correct and people do want human interaction. @Realm_Tax focuses on tax planning bc tax preparation is a race to 0 and commoditized due to tech, etc
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Realm Business and Tax Advisory retweeted
@Realm_Tax clients know that a bank balance is not a financial system. Monthly accounting helps owners see profitability, cash flow, and year-end planning clearly If you are uncertain about any of these issues, get in touch! Read more: realmtax.com/insights/montmo…
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Realm Business and Tax Advisory retweeted
Did you inherit an IRA? Check out our new Article here: realmtax.com/insights/did-yo…
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Realm Business and Tax Advisory retweeted
I feel like I use this phrase daily with clients. It’s so true and people need to plan for this. The best clients are the ones that realize this and seek tax pros that can help them mitigate taxes w planning, not shady tax avoidance from TikTok or IG
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Realm Business and Tax Advisory retweeted
Replying to @realEstateTrent
Correct. People don’t focus on after tax returns or have an accountant that helps w tax planning. We do this for @Realm_Tax clients
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Realm Business and Tax Advisory retweeted
Great analysis on markets at all time highs w stretched valuations but earnings showing that these levels could be justified
Everyone says we're at a market top Stocks overvalued Recession incoming The doom crowd is LOUD right now But what does the actual data say? Both sides have a case Let me walk you through it:
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Realm Business and Tax Advisory retweeted
OBBB restored 100% bonus depreciation For RE owners that may create meaningful tax planning opportunities Proper tax planning (cost seg, bonus depr, RE Pro and STR) If you bought RE, renovated or have not reviewed, now is time to revisit realmtax.com/insights/100-bo…
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Realm Business and Tax Advisory retweeted
Retirement isn’t just about having enough💵 It’s about keeping more of what you’ve built Social Security, Roth conversions, RMDs, healthcare, withdrawals, real estate & estate planning all affect the outcome Plan before opportunities pass realmtax.com #TaxPlanning
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Realm Business and Tax Advisory retweeted
This topic is getting a lot of attention with the funding of @trumpaccounts now open as of 7/4 Kids born in 2025-2028 get $1000 deposited from govt and you can add funds to #TrumpAccounts Can eventually convert to a Roth IRA Obv there are limitations. Ask @Realm_Tax for help!
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Realm Business and Tax Advisory retweeted
The reality is that retirement planning is no longer just an investment strategy-it's a: •Tax strategy •Income strategy •Healthcare strategy •Estate planning strategy •Wealth preservation strategy
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Realm Business and Tax Advisory retweeted
Really excited about our website refresh! Take a look and let us know what you think. Also reach out for 2026 tax planning, monthly accounting or any other business/personal tax related services! Realmtax.com
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Realm Business and Tax Advisory retweeted
6 days until the #LoveLikeDani fundraiser at @LAaleworks Hermosa Beach! Over $110k raised so far to help w medical expenses for surgeries due to glioblastoma. Thanks to those that donated 💵 or 🎁 for raffle! If you can, pls donate gofundme.com/f/join-team-dan…
We are OVER $100k donated 🎉 Want to get to at least $150k by the fundraiser on 6/16 @LAaleworks Hermosa Beach If you can come would love to see you. If not please donate
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Realm Business and Tax Advisory retweeted
We are OVER $100k donated 🎉 Want to get to at least $150k by the fundraiser on 6/16 @LAaleworks Hermosa Beach If you can come would love to see you. If not please donate
Pls help a local Hermosa Beach mom having 3rd brain surgery for glioblastoma. We are having a fundraiser @LAaleworks Hermosa on 6/16 🎟️eventbrite.com/e/love-like-d… 💵gofundme.com/f/join-team-dan… TON of great 🎁donated by @LAKings @uncorkedhermosa @WestdriftHotel @Barans2239 PLS RT!
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Realm Business and Tax Advisory retweeted
A quarterback came to me last spring. I’ll call him Matt. Matt had just signed his first NIL deal. $900,000. He was 18 years old. Enrolled early. Hadn’t played a single college snap yet. His phone was blowing up. His family was excited. His teammates were asking questions. Nobody was talking about taxes. When we finally sat down, I asked him one question. “Matt, what did you set aside for the IRS?” He got quiet. “I didn’t think I had to do anything until April.” April came. His tax bill was deep into six figures. He had set aside nothing. The IRS classifies NIL income as self-employment income. You are not an employee. You are a business. And the IRS expects quarterly payments throughout the year. Not one lump sum in April. Here is what we built together: → A cash, tax and savings plan with accurate projections so we knew exactly what he would owe from day one → An LLC with S-Corp status so he could be paid as an employee of his own company → A real business with tracked expenses that reduced his taxable income → A quarterly tax payment schedule based on our projections, eliminating penalties and interest $900,000 is life-changing money. Only if you keep it. I work exclusively with athletes navigating exactly this. If that is you, or someone you know, my DMs are open. ♻️ Repost this. There is a NIL athlete somewhere who needs to read it today. Trust me.
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