About Us

Who We Are?

Specialty Tax Advisors is a boutique tax advisory firm helping business owners and real estate investors develop sound financial strategies to reduce their overall tax liability. Since 2013, we have helped our clients save over one billion dollars through tax planning and mitigation services.

Our work focuses on reducing a client’s tax liability based on the current tax laws. Each client’s tax situation is unique and we tailor our solutions to meet their individual tax goals.

Our client base ranges from individual property and business owners to companies ranging from small businesses to Fortune 500.

Who We Work With?

Our Clients

  • Builders
  • Business Owners
  • Commercial Property Owners
  • Multi-family Property Owners
  • Real Estate Investors
  • Rental Property Owners

Our Partners

  • CPAs
  • Financial Planners
  • Insurance Agents
  • Mortgage Brokers
  • Real Estate Agents
  • Real Estate Brokers

Industries

  • Aerospace
  • Agriculture
  • Architecture
  • Automotive
  • Building System Controls
  • Construction
  • Food and Beverage
  • Hospitality
  • Life sciences
  • Manufacturing
  • Medical Devices
  • Metals
  • Pharmaceuticals
  • Real Estate
  • Software
  • Technology

Why Choose Us?

Deep Industry Experience

Over 130+ years of tax industry & engineering expertise with coverage in all 50 states

Proven Results

10,000+ studies completed utilizing IRS approved programs with over $1 Billion in tax savings to date for our clients

Free Up Cash Flow

Additional capital can be invested into another property

Zero Out-of-Pocket Risk

We provide free benefit analysis before engagement

IRS Defensible Documentation

Our studies are built to withstand IRS review with detailed analysis tailored to IRS Audit Techniques Guide 

Trusted Advisor

We work side-by-side with your CPA

Philanthropy

Mark is an esteemed council member of the Alzheimer's Association's Accounting Industry Leadership Council (AILC).

Specialty Tax Advisors supports the Alzheimer’s Association which leads the way to end Alzheimer's and all other dementia by accelerating global research, driving risk reduction and early detection, and maximizing quality care and support.

This cause is near and dear to Specialty Tax Advisors founder, Mark Barbour, after he lost his father to end stage Alzheimer’s disease. Throughout the year our team participates in multiple events to raise money and drive awareness of this horrible disease that currently has no cure.

One of these events is Inspire Napa Valley, founded by wine industry tastemaker Kerrin Laz after her mother was diagnosed with early onset Alzheimer’s. Kerrin founded Inspire Napa Valley in 2018 to raise critical funds and awareness of Alzheimer’s disease in the Napa Valley, with proceeds directed to support the Alzheimer’s Association. Since its inception Inspire Napa Valley has raised over $7.5 million to support the cause.

Several recent Inspire Napa Valley events we participated in included the Spring Wine Weekend in April 2025 and the Winter Food and Wine Fete Recap in December 2024.

The STA Team is sponsoring a team for the 2025 Walk to End Alzheimer's® in Irvine, CA. We hope you will help our fundraising efforts by donating to this cause. Every dollar matters so please consider contributing $10, $25 or even $100 to help us meet our goal of $10,000. Everyone knows someone who has been impacted by this terrible disease. Help join our fight!

STA also participates in the Accountants Salute the Troops Council. This nationwide campaign unites the accounting profession in raising awareness and funding for the USO's mission to support U.S. Military Service Members and their families.

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Careers

We are hiring. Want to join our dynamic and growing team?
We have open positions for Sales and Cost Segregation Engineers.

Apply to Join the Team
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We Are Nationwide Trusted Advisors to CPA's, Businesses, & Real Estate Investors.

Optimize your tax benefits with Specialty Tax Advisors and propel your profitability!

Contact Us

(833) 273-4949

info@specialtytaxadvisors.com

220 Newport Center Drive, Suite 460
Newport Beach, CA 92660