The CPA Realtor

Multiple customers highlight Nate's exceptional responsiveness and deep knowledge of real estate tax matters, noting he promptly addresses questions and provides expert guidance.

Source: 8 of 8 reviews • Confidence: high (explicit mention)

• Specializes in real estate tax strategies such as STR loophole and cost segregation
• Uses TaxDome for document organization and client communication

Several reviewers mention that Nate quickly identified and rectified misclassifications from previous CPAs, resulting in additional tax savings.

Source: 3 of 8 reviews • Confidence: medium-high (recurring theme)

• Provides a go-forward plan to address historical tax issues

Reviewers frequently mention the use of TaxDome for organizing documents and communicating with clients, along with remote video recordings of final returns.

Source: 5 of 8 reviews • Confidence: medium (recurring theme)

• Remote access to schedules and tax documents
• Client portal for task completion and document upload

One review notes that pricing is reasonable and clients appreciate supporting a small business where they can speak directly to Nate when needed.

Source: 1 of 8 reviews • Confidence: low (limited evidence)

• Emphasizes value for small business clients