Who we serve:
We serve three distinct groups: small businesses, real estate investors and individual tax clients.
Small businesses partner with us for:
- Cash flow management
- A formalized accounting workflow
- Actionable financial information
Real estate investors partner with us for:
- Industry specialization for residential and commercial:
- Real estate agents
- Lending experts
- Long/mid/short-term investors
- Flippers
- Various strategies to maximize profits
Tax clients partner with us for:
- Tax strategies for the present and future
- Clear communication
- Easy digital processes for quick turn around
Backstory:
Hey there. I’m Jason.
I’m a CPA and real estate enthusiast.
I started my accounting journey in 2011 and have continued to hone my skill-set ever since. From the years of experience, I have found a love for helping businesses develop through “knowing the numbers” and operational processes. This is exactly why Asset Account Group was built – to help you succeed!
Real estate is a specialty of the group because of my love for the industry. I started investing in real estate with my wife back in 2017 and have never looked back. To put my passion into perspective, my days off consist of exploring new listings, reading or listening to real estate podcasts. From cash flow to appreciation to tax benefits, there are so many opportunities for individuals and businesses to make their wealth through real estate.
Our Vision: To be the trusted financial partner for small businesses and real estate investors, empowering them to achieve sustainable growth and financial success through expert tax guidance, innovative accounting solutions, and personalized advisory services.