Brandon Hall Totally agree and it’s how I hired both in-person and remote team for Realm Business & Tax Advisory I lead with our mission: we are trying to create a tech forward, modern tax prep & planning, bookkeeping and CFO services firm using automation & process improvements to reduce burnout In or out?

Matt Reustle Stephen Vafier Business Breakdowns LOB did my SBA 7a loan for the accounting firm I bought. Now Realm Business & Tax Advisory They have an accounting group that is 2nd to none. Happy to make intros to any Biz buyers and searchers!

SMB Guide Book Thomas Kopelman 💵 Just had this conversation yesterday with potential clients. They got a large stock award due to a liquidity event at his firm, accountant didn’t advise them at all re: capital gains taxes Got a >$100k bill 💸 and they were floored! Hence why they were speaking to @Realm_tax

47th trip around the🌞 Caught some breakfast 🌊🏄‍♂️&🌯 Now (happily) doing some work on the accounting firm I bought Feeling so grateful for family & friends that have been there w me on this fantastic journey So pumped for what '24 & the future holds!

Slowly putting 🧩 of puzzle together Payroll went smoothly QB issue resolved 😮‍💨 Client intros going well Software data transfer has been tough ❤️ my Team #TaxTwitter

Good summary and analysis of the tax legislation coming out (hopefully sooner rather than later) #TaxTwitter

This right here 👇 You get what you pay for Quick response Accurate Cheap You get to pick 2 out of 3 (and Realm Business & Tax Advisory doesn’t offer one of them)

The @IRS opens the tax filing portal tomorrow #TaxTwitter

Well, after a LOT of hard work (especially from my amazing wife jendasilva) realmtax.com is LIVE! Please check it out and let me know your thoughts. Still tweaking some sections of the site. Realm Business & Tax Advisory

🚨 🚨 RealmTax.com 🚨 🚨 Website is LIVE!

✈️ back from fantastic PASBA conference Big thanks to Patrick Dichter for telling me about the benefits for Realm Business & Tax Advisory Great to meet my #TaxTwitter crew IRL! M&A Focused CPA Chris Barrett Jason Staats⚡ Craig Hausz, CPA So many great people willing to help

Nick Huber Any accountants? Looking to partner with one in SoCal 🌞

StripMallGuy Totally agree I am looking for that type of person who wants to be part of a tech forward accounting firm in SoCal (Hermosa Beach) Our clients are business owners and Real Estate focused Realm Business & Tax Advisory

StripMallGuy Looking for the same Accounting firm in Hermosa Beach Tech forward (getting there), biz focused and willing to give equity if you earn it

Michael Girdley I love this and feel I should create it for my team. Good thing I have the whole Realm Business & Tax Advisory team in town this week!

Thomas Kopelman 💵 Another banger Thomas! Need to do 401k thread for businesses with >1 employee

These are helpful tips for RE investors and something that we speak about with Realm Business & Tax Advisory clients a lot

Melanie Baldridge We do the same when having tax planning conversations with Realm Business & Tax Advisory clients Some want the cheapest way to file taxes and some want value added services which is what we are trying to build at Realm Business & Tax Advisory

Shawn Gorham We charge $1000 min for personal and $1700 for business returns for new clients People would be shocked that TurboTax charges 1750 for biz returns We specialize in Real Estate owners and business owners in CA and other states Realm Business & Tax Advisory

Another deadline behind us! Very calm, smooth one due to our amazing team at Realm Business and Tax Advisory!