Partnership taxation, exchanges, mergers, buy-outs, cost segregation, opportunity zones, and real estate professional planning from a CPA who owns and operates real estate himself.
Advisory · Tax · Accounting
Clarity for complex financial lives.
Across properties. Across borders. Across generations.
Phoenix · Tucson
A CPA firm for real estate investors, cross-border families, and business owners.
Why clients choose us
One firm that sees the whole picture.
Strategy, not just compliance.
We align tax, cash flow, entity structure, real estate, and estate planning into one written plan before problems exist, not after.
Specialists, not generalists.
A partnership and real estate transaction practice led by a CPA who invests alongside his clients. Paired with a career of cross-border tax depth.
Partner-level access.
You work directly with a partner, not an associate who doesn't know your file. Proactive warnings and opportunities, not reactive paperwork.
The firm at a glance
Experience
investing in the real estate we advise on
Border-Raised
international tax strategy shaped by life on the US-Mexico border
EN / ES
bilingual & bicultural, with deep US-Mexico expertise
Practice areas
Deep specialties. Complete advisory.
Our real estate and international practices are the core of the firm, and they work as one team where they meet. Around them is a complete platform of advisory, tax, and accounting services, so clients never have to coordinate advisors who have never spoken to each other.
FBAR, FATCA, GILTI, NCTI, FIRPTA, PFIC, and foreign trust compliance, plus entity structuring, treaty optimization, and cross-border estate planning that works in every jurisdiction at once.
Tax Compliance & Planning
Business, individual, and high-net-worth family returns with year-round planning, delivered at specialist standards.
Family Office Support
Consolidated reporting across entities, properties, and generations, plus coordination with your attorneys, bankers, and wealth managers.
Outsourced Accounting
Bookkeeping, monthly close, and controller-level reporting from a team that also understands your tax strategy.
Estate & Generational Wealth
Trust, gifting, and succession planning that moves a business, a property portfolio, or an investment account to the next generation with as little tax friction as possible, whether your family lives in one country or several.
M&A & Transaction Advisory
Due diligence, restructuring, formations, and expansion strategy, with the tax consequences modeled before the deal closes.
Talk to usOur practice
Advisory. Tax. Accounting.
Three disciplines, one coordinated relationship. Whether your complexity comes from a property portfolio, a border, or a growing business, every engagement is built on the same foundation.
Advisory
The decisions that create or destroy tax value, modeled before you sign.
- Real estate transactions, exchanges & cost segregation
- Cross-border structuring & treaty strategy
- M&A, restructuring & pre-deal modeling
- Estate & generational wealth planning
Tax
Specialization and planning centric for real estate, international and high net worth.
- Partnership & real estate taxation
- International compliance: FBAR, FATCA, GILTI, NCTI, FIRPTA, PFIC & foreign trusts
- Business, individual & high net worth family returns
- IRS representation
Accounting
Accurate, current books that keep your tax plan grounded in real numbers.
- Monthly bookkeeping, reconciliations & close
- Outsourced accounting & controller support
- Property-level & consolidated reporting
- Financial statements for lenders & investors
The partners
People hire people, not firms.
Before you trust anyone with your most sensitive financial matters, you deserve to know who they are and how they think.
Eric is a real estate tax specialist focused on partnership taxation and complex real estate transactions, including exchanges, mergers, consolidations, buy-outs, cost segregation, and opportunity zone funds. He is the author of Tax Strategies for Everyone, hosts the Eric Freeman CPA YouTube channel, and has invested in real estate since 2012.
Meet Eric
Fernando has spent his career advising high-net-worth families and business owners whose lives and businesses cross borders. His deepest specialization is Latin America and US-Mexico cross-border planning, where his bilingual, bicultural fluency is a decisive advantage. His clients are connected to Canada, Latin America, Europe, Asia, and Australia.
Meet FernandoPhoenix · Tucson
Serving clients across the US, Mexico, and worldwide.
Phoenix
Arizona
Tucson
Arizona
Ready when you are