About Us

Tax Planning Tailored to You and Your Investments

Founder

Dawn Polin - Certified Public Accountant (CPA)

With over 25 years of experience preparing returns and advising clients on tax strategies, I consistently noticed several valuable strategies were overlooked.  This was mainly due to the in-depth analysis and knowledge needed to capture these incentives.  I saw a need to provide this niche service directly to property owners and their tax accountants so they could capture these incentives without having to spend additional time making it happen.

Let us partner with you and your tax preparer to bring the power of these incentives to your wallet. Reach out today for a free 15-minute consultation to discuss your opportunities to capture these incentives.

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WANT TO KNOW YOUR ESTIMATE OF BENEFIT?

Schedule a free consultation with a specialty tax expert. We’ll discuss your eligibility, your potential estimate of benefits and answer any questions you have.

Our Value

Make your business stand out with our personalized accounting services

  • Integrity: Upholding the highest ethical standards and being honest and transparent in all dealings
  • Client-Centric: Focusing on understanding and meeting the specific needs and goals of clients
  • Accuracy: Highly detail oriented

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