For Real Estate Investors, Builders/Developers, and Property Managers

Want To Avoid A Nasty Tax Surprise And Finally See What’s Going On With Your Cash Flow?

Get a Free Real Estate Tax & Cash-Flow

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"He stays current with tax legislation"

"Richard is an absolute professional. He stays current with tax legislation allowing him and his firm to provide strategic advice as it relates to filing tax returns. I have dealt with Pagac & Co. for more than 25 years. Richard and his company are discrete, and operate with integrity. I highly recommend." -Paul Hodges

If you’ve been in real estate for a while, you’ve probably seen this happen:

Someone sells a property.

Or transfers ownership.

Or changes how a deal is structured.

Then a tax bill shows up.

And it’s way bigger than they expected.

Most people don’t stress about taxes every day.

They stress when the bill shows up and it’s too late to change anything.

That’s why we’re offering this free session.

What The Free Session Is

It’s a short call where we help you find “leaks” in two areas:

  • Tax planning

  • Cash flow

Not in a vague way. More like: “here are the spots that might be costing you money, and here’s what to check next.” And no, it’s not a random intro call.

We ask a few questions first so we can review your situation before we talk.

What We Usually Look For

Every situation is different.

But these are common things we check for:

  • Are you headed toward a sale/disposition tax hit you’re not planning for?

  • Are you missing basic structure stuff that makes your taxes worse?

  • Are there credits or exemptions you might qualify for, but nobody has checked?

  • Is your cash flow tight because money is getting stuck in places you’re not tracking?

  • Are you making decisions without clean numbers, so you’re guessing?

    That’s what we mean by “leaks.”

Here's What You'll Get After The Call

  • a 1-page summary of what looks risky (tax + cash flow)

  • a short checklist of what to pull or verify next

  • your top 3 next steps, in order

Nothing fancy.

Just something you can immediately use.

Now, you might ask…

Why Are We Offering This For Free?

Because it’s the easiest way to meet serious real estate operators.

Some people do the call, take the notes, and handle it themselves.

That’s fine.

Some people want help fixing what we find.

If we think we can help, we’ll tell you what it would look like to work together.

And if it’s not a fit, we’ll tell you that too.

This Is Not For Everyone

This is best for people who are already dealing with real stuff.

You’re probably a fit if:

  • You’re an investor/owner, builder/developer, or property manager

  • You own or manage 3+ properties (or you’re operating at that level)

  • You want clarity, not another vague “consultation”

You’re probably not a fit if:

  • You’re only price shopping

  • You don’t want to share any details

  • You’re not planning to act on anything

  • You have 1 property and only want basic tax filing

No judgment. It just won’t help much.

What To Do Next?

Fill out a short form

This helps us spot what might be causing the tax or cash-flow leaks before we talk.

We review your answers

So we can look at your situation before we speak.

We reach out

And oh, one small thing:

Keep your phone close.

Last thing

Real estate gets expensive when you find problems late.

If you want us to take a look, apply now.

TESTIMONIALS

WHAT OTHERS ARE SAYING

★ ★ ★ ★ ★

I have been a client of the firm for nearly 30 years. The services we have received are always timely and professional. Richard and his team have handled the affairs for not only our numerous restaurants and real estate holdings but also for our personal interests. I highly recommend this firm. Marty Tuchman, co-founder, Mr B's Restaurant Group.

Martin Tuchman
★ ★ ★ ★ ★

We have used Pagac & Company for our accounting services for many years and plan to continue using them. They've found ways to lessen our tax burden, provide excellent service, and all questions are promptly answered.

Pamela Mathews
★ ★ ★ ★ ★

I have had "Pagac & Company" doing my personal and Business taxes since 2011.Besides always responding to me timely. They have the BEST Financial analysis , critical thinking and financial software. . They are honest and have the highest integrity. They are second to none. We highly recommend them to all.

Brent Williams
★ ★ ★ ★ ★

Pagac & Co has been a trusted partner for many years. We recommend them to any size business.

Jessica Roberts
★ ★ ★ ★ ★

I have been using this firm for well over a decade. I can’t speak highly enough of their attention to detail, professionalism, perfectionism, and care. The thing that makes them truly unique is their ability to explain complex tax ideas at the highest and lowest level depending on their audience. Simply the best there is.

Jason Abrams
★ ★ ★ ★ ★

I have been an individual and business owner client of the Pagac & Company firm for over 25 years. It’s been a real pleasure to work with Richard Pagac Jr. and his team during this period. All of my work has been done in a timely and proficient manner, including a recent (and rather complicated) sale of business. The professionalism and care taken for my best financial interests are why I refer family and friends, and also give me confidence going forward.

James Reynolds

1750 S Telegraph Rd Ste 203 | Bloomfield Hills, MI 48302