Ben Rucker, the former special auditor for the IRS, has a lot of real estate holdings and does a lot of taxes for real estate investors.  Ben came to me and explained that people with real estate investments often struggled to “get their tax numbers together.”  If you can organize your real estate taxes and not forget possible deductions and other elements, it will help cut your taxes this year.

Often, your tax preparer won’t see where you got your numbers and he or she won’t even notice or care if you didn’t pick up all the tax morsels you could have gotten.  Real estate is your best tax shelter, and yet the tax accountants (no matter how much you love your tax guy) seldom coach you through how to get the best tax breaks your real estate can give you.  What’s worse is you will never know what you missed.

Ben designed a worksheet based on Schedule E to help you organize your numbers and make sure you don’t miss something.  We have done a YouTube video on how to use the worksheet, so you won’t have to guess what’s going on.  This is a rare opportunity to have a hands on tutorial with a tax specialist of the highest order and a real estate investor rolled into one.

We attached the worksheet to this email for you.  Also, because you are one of my loyal supporters, Ben has agreed to give your last year’s return a quick once over to see if you might have missed something.  Call him at 801-857-8437, and he will coordinate with you to get your 2019 return looked at.  You can block out personal information and upload it to his secure site. 

He usually charges $250 to look at a return, but has agreed to do it for 25 of my students at no cost AKA free.  Provided you call this week before he dives headlong into tax season.  He doesn’t want to be your tax preparer.  This is just a bonus service to me and you.  But you’ll have to hurry.