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How much is a real estate investor tax client worth?

There are many things to love about dedicating your tax practice to serving a specific, narrow target audience. When you niche, you get: economies of scale greater operational efficiency reduced marketing costs simplification of lead generation efforts higher fees from specialized services This is why I always encourage tax pros to niche, niche, niche. It’s …

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Real estate investors represent a unique opportunity for your tax firm

According to IRS tax return data, over 10 million American individuals (not even counting business entities) own at least one rental property. That’s about 1 in 15 individual income tax returns filing a Schedule E with rental income. As both a tax pro and a real estate investor myself, I find this statistic to be absolutely fascinating, …

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