Defer the tax.
Buy the deal.
Build the equity.
One advisor who structures the 1031, closes the purchase, and scopes the renovation — CPA, MA+NH real estate agent, and licensed GC under one roof.
A deal has to make money on paper before it makes money in life.
Five levers most CPAs never pull for investors.
Your generalist accountant files what already happened. We plan what should — before the deal closes, while it can still change the number.
End-to-end by design: when the tax review turns into a deal, we represent you on the purchase and the sale too — so the strategy and the transaction move as one, never a handoff. The handoff is the single biggest reason things get missed.
The exchange is won or lost on two dates.
The day you close your sale, the IRS starts two clocks. Miss either and the deferral is gone — both are fixed by IRC §1031 and nothing lengthens them. Most investors learn this too late. We start before you list.
Four ways in. One direction — less tax, more capital.
Start with a free review and climb only as far as you need. Every step is priced up front, and the diagnostic fee is credited when you move forward.
The Tax Savings Review
Bring your last tax return — and a property you own, or are about to buy or sell, if there is one. Looking at the return is what actually finds the problems; a single property only shows one corner of the picture. On one call we find where the tax code is leaving money on your table — cost seg, REPS, 1031, entity structure and how the return itself was filed.
The Blueprint
Your tax strategy in writing: the moves, the numbers, and the sequence — mapped to your properties and your entities. REPS, short-term-rental, and 1031 variants for where you are.
The October Plan
We build it with you, end to end — the cost-seg study, the material-participation kit, the entity structure, the exchange, and the year-one return. Strategy and transaction move as one.
Why October. Almost every move that changes this year’s tax bill has to be finished by December 31 — property in service, study commissioned, election filed, hours logged. Working backward through closings and contractors, October is the last month you can start and still land it in this tax year. The point is one plan where the tax calendar and the real estate calendar are the same calendar.
The Partnership
A strategist on call all year: quarterly planning, entity and payroll optimization, acquisition screens, and the return — filed by someone who invests himself.
Your tax bill is decided before you file — not after.
A once-a-year return looks backward at a year you can no longer change. A retainer puts a strategist in the room while the decisions are still open — every quarter, every acquisition, every sale. Three levels, sized to your portfolio.
Read the second number on each tier. To the extent the fee is allocable to your rental and investment activity, it is a deductible business expense — so the real cost to you is not the sticker. At the marginal rates our clients actually pay, that is somewhere between roughly a quarter and a little over 40% off. We show both ends of that range rather than the flattering one.
Stop guessing between filings — a proactive plan every quarter, from the person who signs your return.
- Quarterly planning sessions
- Your annual return, prepared
- Year-round email access
- We stand behind the strategy at audit
Every lever, coordinated — entity, timing, and acquisitions planned as one moving strategy, not separate line items.
- Everything in Advisor
- Entity & payroll optimization
- In-service & cost-seg timing
- Acquisition & 1031 screens
Your whole structure quarterbacked — the continuity of a family office without the cost of building one.
- Everything in Strategist
- Full multi-entity coordination
- Priority access, all year
- Annual on-site strategy day
Retainers are billed annually, paid up front; quarterly installments are available at a small premium. After-tax figures assume a 23.8–42.9% marginal rate and that the fee is allocable to your rental or business activity — illustrative, not a promise about your return. Ask on the review and we’ll run it on your actual rate.
I sit on both sides of the table.
Six years at Ernst & Young, finance leadership at Biogen, an MBA in accounting — and a portfolio I built and still hold. I'm a CPA who buys, renovates, and manages real estate, which means I've paid the taxes I now help you defer.
That combination is rare on purpose. The agent represents you on the buy and the sell, the GC knows the basis, the investor knows the stakes, and the CPA signs the return. With me it's one person — so nothing gets lost in the handoff.
Owners and investors, in their words.
Real clients, in their own words, unedited. These come from the transaction and tax-prep side of the practice — the advisory retainers are newer, so there is nothing to quote there yet. When there is, it will appear here. More reviews live on Zillow and Facebook.
“Matt encouraged us to jump on two great multifamily opportunities and guided us through the buying process from start to finish. Matt’s true passion is educating others on real estate, tax, and investment strategies and we have learned more from him than we could have ever imagined. He also has great connections with local banks, contractors and other agents. He’s responsive, dedicated to his work and extremely knowledgeable. He’s by far one of Boston’s best.”
“We can’t say enough good things about Matt. As real estate investors it can be difficult to find an accountant that is familiar with the proper tax laws for buying property and best way to navigate them. Matt’s real estate background along with his financial knowledge make our tax experience seamless. He’s patient with our endless questions and provides clarification for anything we are unsure of. I love recommending Matt to friends and family because I know they are in good hands.”
“As someone who had only ever used TurboTax, and every year doubted whether I had truly maximized my options, it was a welcome pleasure to work with Matt for the first time. Matt is incredibly friendly and thorough, happily taking the time to explain every aspect. His service is excellent — even as new customers with base level complexities, he does both proactive and debrief sessions to make sure we’re prepared for filing, and to strategize for the next year. He even had specialized knowledge to best handle our new rental property!”
“From the very beginning, Matt sat us down to explain the process from start to finish and helped us develop a plan. He was always willing to take our calls or meet up to go through our questions and was never ever too busy for us — just another aspect of the long list which distinguishes him from his peers. He also has a large network of lenders, attorneys, inspectors, etc. which helped us get the best fit of people working on our transaction.”
“Matt’s professionalism, expertise, and attention to detail were evident from the start. He understood our unique needs and provided valuable insights and guidance throughout the complex property purchasing process. Not only did he assist us in closing a deal during a competitive market, but he is also a trusted friend that we can rely on for any questions or concerns.”
“We were put in touch with Matt through a mutual connection — as first time home buyers, there was a lot to learn in a short amount of time, and he was a huge help in guiding us through that process. We purchased at a time when there were hundreds of people funneling through a single open house, with an offer deadline usually the next day. We were able to lean on Matt’s technical knowledge and relationship building to help us stand out from the crowd, and make a smart and well informed purchase in only 2 weeks! I highly recommend Matt and couldn’t be happier with our experience.”
“We were so lucky that Matt was recommended to us. He worked simultaneously on a home we needed to get to market and one we had just bought. His plumbers, painters, electricians and carpenters were always on time and professional. The communication was clear and constant so we were always aware of the schedule. All projects have unforeseen delays but Matt made sure to keep things moving by any means in his control. We will certainly use him for all our future projects.”
Plain-English tax strategy.
The 45-day trap that kills most exchanges
Why identification — not closing — is where investors lose the deferral, and how to set it up before you list.
Cost seg on a $1.2M triple-decker: the math
A real walk-through of accelerated depreciation on a Boston multifamily — and the year-one deduction it unlocked.
The SALT cap moved to $40K. Here's who wins.
What the OBBBA change and the PTET election mean for real estate investors filing in Massachusetts.
Two guides.
Take one or both.
The Real Estate Investor's Quick Tax Playbook is the seven moves on five pages — 1031, cost segregation, bonus depreciation, REPS, short-term-rental status, entity & QBI, and planning your exit around depreciation recapture. Open it in five minutes, no email.
The full 32-page e-book is the same seven moves worked all the way through — the arithmetic, the deadlines, and the mistakes that cost people the deduction. That one takes a short form first, because it is the one worth a conversation afterward.
The complete Real Estate Investor's Tax Playbook. Fill in the short form and it opens right away.
Get the 32-page e-book →
Follow the strategy where you already scroll.
Find out what you're overpaying.
Bring your last tax return — and any property you own or are about to buy or sell. In 20 minutes, on one call, I'll show you where the tax code is leaving money on your table:
Prefer to call? (617) 648-7413 · or email matt@wrtadvisors.com