Our expert tax and accounting support gives you clarity and confidence, handling the details so you can focus on growing your portfolio and building lasting wealth.
We’re real estate investors and small business owners too, so we understand the challenges you face.
Finally! A specialized tax firm that
"Gets You"
Keep Your Cash Radically Reduce Taxes
Our Cash Flow Solution is a four-part system designed to help real estate investors and business owners gain clarity, clean up finances, and make confident, strategic decisions.
Our Cash Flow Confidence Call is a 30-minute review to identify what’s working, what’s not, and define clear next steps.
The Clutter to Cash Flow Checklist is a guided process to organize essential financial documents and lay the groundwork for financial clarity.
Our Cash Flow Confidence System is bookkeeping, reporting, and expert insights to build a strong, scalable financial foundation.
Real Estate Reality Check is a deep-dive diagnostic to uncover inefficiencies, hidden risks, and missed opportunities in your financials and investments.
We simplify your finances so you can focus on earning money
Keep Your Cash with
Cash Flow Confidence
Tom came to Fat Wallet Tax looking for help with his taxes. While he was busy helping others succeed, his lack of financial records was limiting his own business growth.
After a Cash Flow call he realized he needed bookkeeping to maximize his tax savings. This allowed him to focus on what truly matters, scaling his business with confidence. With a solid financial system in place, he no longer worries about tax season or missed deductions. But more importantly, he immediately reduced his monthly expenses by $5000 to significantly impact his bottom line.
If handling your finances feels overwhelming, it’s time for you to book a Cash Flow Confidence Call, so you can focus on growing your business.
Tom reduces his spend by $5000/month
Client Success
