We have a diverse portfolio including retail centers, multifamily, industrial complexes, office buildings, hotels, and senior living complexes. Specialty Tax Advisors has done over 30 Cost Segregation Studies that saved us millions in taxes. They always work closely with our CPA to ensure we maximize every tax incentive available.
Mark Barbour of Specialty Tax Advisors gave a presentation to our staff that helped unlock 25+ new engagements. Mark has a unique ability to explain complex tax issues in a way that we, and ultimately our clients, can understand. We have used STA for 50+ engagements, and we highly recommend them to all our clients.
I purchased my first investment property, and our CPA had wanted to depreciate it over 27 ½ years. Another real estate investor friend introduced me to Specialty Tax Advisors. They taught me how to use Cost Segregation to move a substantial amount of depreciation up to the first year enabling me to buy my second property. I am now on my 16th property and so thankful to STA who showed me how to manage cash flow to keep buying more.
Specialty Tax Advisors has helped our family office for years and is an integral part of our team. In addition to the money they saved us in taxes, they introduced us to tax programs our CPAs were not aware of. We had an investment property we wanted to sell but could not find a replacement property. STA helped us through the process on a 1031/721 Improvement Exchange which stacked multiple tax incentives like ITCs, QOZs, 45Q and Bonus Depreciation deferring our taxes and providing amazing ROI.
My company has used Specialty Tax Advisors for conducting engineering based Cost Segregation, 45L, and R&D studies for many years. We always feel well taken care of with their timely deliverables, documented results, and knowledge of the tax laws. Their results speak for themselves.
I am a small business owner with only 48 employees. Attracting and retaining top talent has always been a challenge when my competitors are much larger and provide excellent benefits. Specialty Tax Advisors introduced me to a payroll tax savings program where I get to offer preventive care benefits to my employees at no cost and actually save over $32,000 annually on payroll taxes. I can’t believe this program has been around for decades and no one ever mentioned it.
I met Mark Barbour at a fundraising event in Napa Valley. I was a new vineyard and showcasing my wine. After talking about wine, he told me that I actually might qualify for an R&D tax credit. I never thought making wine would qualify but now I use Specialty tax Advisors every year to claim my credit. In the beginning, I was even able to offset some of my payroll cost. I don’t know that I would have made it through after the fire without his help.
