Realize your Dreams
We are a team of highly accomplished, professional accountants working to provide comprehensive personal and business tax advisory services.
To win a regatta, a rowing team must work collaboratively to steer and power the boat quickly and efficiently to the finish. Independently, each rower is powerful, but it takes a collective effort working in harmony to achieve the goal. Realize can provide the balance, precision, and expertise you need to reach your goals. You know where you want to go. Let us help you get there.
Our Services
Individual Tax Planning
A proactive and thoughtfully crafted tax plan can greatly impact income generation, asset protection, and tax minimization.
Estates, Gifts & Trusts
Regardless of the size of your estate, you need to consider the most tax efficient and thoughtful way to transfer your assets to ensure that your family and financial goals are met.
Client Accounting Services
Ensure that your financial obligations are met and track your investments with a statement of net worth.
Business Tax & Planning
We provide your company with meaningful business advice and make certain you are taking advantage of the tax saving opportunities.
Tax News & Tips
The New 20% Income Deduction for Business Owners: Do You Qualify?
The IRC §199A Qualified Business Income Deduction, a significant component of the Tax Cuts and Jobs Act (TCJA), may grant substantial tax savings to those who qualify. We are encouraging all eligible clients to take advantage of this opportunity. These new rules stipulate that owners of sole proprietorships, S-Corporations, and Partnerships may be able to claim up to a 20% deduction against their Qualified Business Income.
The Opportunity Zones Program: Potential for Capital Gains Deferral or Elimination
With the 2017 tax reconciliation reform (Tax Cuts and Job Acts) comes a new tax incentive program aimed at promoting investments in certain economically distressed communities across the country.
QSBS Requirements
QSBS is stock of a U.S. “C” corporation with gross assets less than $50M, both before and immediately after the issuance of the stock. The original issuance of the stock must have occurred after August 10, 1993. All corporations that are a part of the same parent corporation are treated as one corporation.