SHALWANI 
CPA + Advisory
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   SHALWANI 
CPA + Advisory

Stop Leaving Money on the Table

Stop Leaving Money on the TableStop Leaving Money on the TableStop Leaving Money on the Table

Tax strategy built only for real estate investors. Cut taxes, protect cash flow, and structure your portfolio year-round.

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760-649-4405

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  • Schedule a Call
  • Testimonials
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Is a Generalist CPA Costing You More Than Their Fee?

Many CPAs serve every kind of client. They file your return, and you may not hear from them until next April. If your portfolio is growing, that approach can cost you:

  • Missed depreciation
  • Wrong entity structure
  • No REPS strategy
  • Tax-season-only access


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Built for Investors With Real Portfolios

We work with real estate investors who own multiple properties, are actively acquiring, and have outgrown a one-size-fits-all approach to taxes. You want proactive advice, not a surprise tax bill every April.

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What We Do

  • Tax Strategy & Planning
  • Cost Segregation Coordination
  • 1031 Exchange Planning
  • Real Estate Professional Status (REPS)
  • Entity Structuring
  • Year-Round Advisory
  • Bookkeeping & Financial Reporting

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"I started a business that grew rapidly, and knew I needed a reliable CPA to manage my books. And as you’re probably feeling right now, I had high expectations. I didn’t think I could find a team that was as dedicated to my growth as me."

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A Firm Built Around Real Estate

Real Estate Focused

Real Estate Focused

Real Estate Focused

Our practice is built around real estate investors who need more than compliance. Real estate is our focus, not a sideline.

Investor Mindset

Real Estate Focused

Real Estate Focused

We think like investors, not just accountants.

Proactive

Responsive

Responsive

We bring strategies to you.

Responsive

Responsive

Responsive

You get real answers when deals are moving.

Frequently Asked Questions

Do you work with investors outside your state?

Yes. We work with real estate investors across the U.S., and everything from onboarding to planning meetings can be handled virtually.

I already have a CPA. Why would I switch?

If your current CPA doesn't focus on real estate, you may be missing strategies specific to your portfolio. A free strategy call is an easy way to find out.

When should I reach out?

Don't wait for tax season. Many of the most valuable planning moves happen mid-year and in Q4, so the sooner we talk, the more options you have.

Ready for a Tax Strategy Built Around Your Portfolio?

Book a free 30-minute strategy call. No pressure. No commitment. Just a real conversation about your portfolio.

Book Your Free Strategy Call

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