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

SMB Attorney Well yes bc it’s me Realmtax.com

Really well said. This was my first year after buying a large $Xm tax practice A TON of highs and a bunch of lows and made many mistakes We got through it bc of my amazing team & I did bc of my amazing family

Hey y’all just made a quick video for clients about Beneficial Ownership Information (BOI) reporting Check it out. Most LLC owners need to file by 12/31 📅 Too long to post on Twitter so check out Realm Business & Tax Advisory website realmtax.com/client-informa…

Happy New Year from the Realm Tax team to our valued clients, family and friends! realmtax.com

Happy New Year to my followers, friends & Realm Business & Tax Advisory clients! Special thank you to my social media team jendasilva and son who made this video happen!

For Realm Business & Tax Advisory clients:

Shai Goldman Shai I am too busy running Realm Business & Tax Advisory 🤣 But if anyone in my network is interested I’m happy to connect you to Shai who is a mensch and Brex is 💯

Business owners impacted by the #LAFires can apply for SBA disaster assistance in person at @FEMA Disaster Recovery Centers or at SBA Disaster Loan Outreach Centers. 📰 Learn more: sba.gov/article/2025/0… 📝 Apply online: sba.gov/california-wil… ☎️ For help, call 1-800-659-2955

Moses Kagan #truth Not particularly bullish on how the rebuilding process will be from a regulatory standpoint in LA County. I AM bullish on how the residents of LA and private sector will overcome these obstacles and rebuild (eventually) despite these obstacles #LongLA

@StudentRentPro So great Exactly why I chose to do this for my clients. Love helping people and saving them from paying more than they have to in taxes Made progress on an issue a new client had from 2018 😳 w $14k refund that they never received

Shayna Chapman 🐘 Embrace technology Optimize processes Learn to sell Focus on tax planning bc tax preparation is a commoditized service I’m happy to speak w them too as a firm owner who came from a finance background

MWT Same when I used to do it Now I have someone on my staff do it but did one last year and it was 💯

Thomas Kopelman 💵 Really think this is the future Thinking about how to offer this for Realm Business & Tax Advisory clients Truly independent advice from a tax minimization perspective Not taking a % of AUM every year Not trying to beat the market but match Beta but generate Alpha through tax mitigation

This is for all LA county residents Automatically extended to 10/15 for Tax filing AND (more importantly) paying any taxes due as well as quarterly estimates

Looks like BOI reporting is officially dead I really hope we finally can get on with our lives -All business owners

This is where financial planning, asset management AND accounting are going I am definitely on board with this and plan on doing it for Realm Business & Tax Advisory clients

Accountant or Wall Street portfolio manager Not sure which is having a tougher month TBH I’ve been both and I’m pretty sure I’m happier being an Accountant right now

My little man (and my friend Josh Brogadir who made this moment possible). This kid is a natural on camera! Red Sox fan for life instagram.com/reel/DLpbY_Hg6…