Strategic Tax Advisory Services

We don’t prepare your tax return but instead provide valuable adjunct services to you and your tax accountant to allow you to capture specific credits and incentives.

Just like your general doctor relies on the expertise of specialty doctors, we work with your accountant in much the same way. Our specialized expertise generates credits and deductions not otherwise available to you without expert number crunching and analysis. We do the heavy lifting and hand the results to your tax accountant to incorporate in your tax return, providing you with impactful tax savings.

Dawn Polin, CPA

With over 25 years of experience preparing returns and advising clients on tax strategies, Dawn Polin recognized several valuable strategies that were consistently overlooked. This was mainly due to the in-depth analysis and knowledge needed to capture these incentives. Dawn saw a need to provide this niche service to other CPAs so their clients could capture these incentives in a cost-effective manner.

A recognized expert in real estate taxation matters, Dawn Polin is regularly asked to present on this topic and has done so at many conferences and platforms including: CPAacademy, NC Bar Association, American Society of Cost Segregation Professionals, Clear Law Institute, Compliance IQ, Lorman CPE, Strafford CPE, Dental Wealth Nation Podcast,Today’s Real Talk Podcast, and Dreamfirms.

Areas Of Expertise

We provide assistance to our clients in a variety of areas with broad experience and a goal to provide valuable insights.

On short notice, CRE Tax Planning readily embraced our company’s last-minute assignment of a complex, critical analysis of multiple properties and produced the most professional results within the promised time. Dawn was a pleasure to deal with, always responsive, and amicably led our internal team, and most importantly, enabled us to save significant money.

― Michael G. ―Developer

I have known Dawn for 15 years and have used her services starting in 2009. She is very courteous, helpful, and honest, plus she pays great attention to detail! I highly recommend her!

― Kathy M. ―Real Estate Investor

I worked for Dawn for 5 years and learned so much from her. She will go above and beyond to help out clients. I would highly recommend her!

― Anna B. ―Real Estate Investor

Dawn is very knowledgeable and really great to work with. She has great ideas to get the work done efficiently and timely.

Edison Tax Group, LLCCPA Firm

Dawn is the go-to person to increase cash flow in a business that owns commercial buildings and vacation rentals. She knows how to use the tax code to decrease costs! What business owner doesn’t love that?

― Katrina W. ―Bookkeeper

Dawn is amazing! Very professional and knows her stuff. Great return on investment.

― Russel G. ―Asset Manager