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Get a custom proposalTax & CFO Advisors for Real Estate Investors
RE Smart Advisors is a specialized tax planning and CFO advisory firm dedicated exclusively to serving real estate investors, house flippers, rental property owners, wholesalers, builders, developers, and real estate entrepreneurs across the United States. Our mission is simple: help investors keep more of what they earn, make smarter financial decisions, and build stronger, more profitable businesses.
Unlike traditional accounting firms that focus primarily on compliance and tax filing, we take a proactive approach to tax planning and financial strategy. We work closely with our clients throughout the year to identify opportunities that reduce tax liability, improve cash flow, increase profitability, and support long-term wealth creation. Our goal is not just to prepare tax returns but to help clients develop financial systems and strategies that maximize the return on every deal.
Our services include strategic tax planning, tax preparation, bookkeeping, financial reporting, cash flow management, entity structuring, CFO advisory services, and business growth consulting. We help clients understand their numbers, optimize their operations, and implement tax-saving strategies that align with their investment goals.
With extensive experience working with real estate professionals, we understand the unique challenges and opportunities within the industry. Whether you're flipping houses, managing rental properties, scaling a real estate portfolio, developing projects, or operating a growing investment business, our team provides tailored guidance designed specifically for your situation.
At RE Smart Advisors, we believe that successful investors need more than a tax preparer—they need a strategic financial partner. By combining tax expertise, financial insight, and industry-specific knowledge, we help our clients make confident decisions, improve financial performance, and retain more of their hard-earned profits.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Locations
Grandview, MO
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Year founded
Founded 2022
1 Locations
- Grandview , MO
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Our Story
We’re RE Smart Advisors, a Lees Summit virtual accounting firm focused on virtual accounting, tax, and cash‑flow strategy for real estate and small businesses. Our licensed team brings CPA expertise in bookkeeping, Profit First cash‑flow, part‑time CFO services, and tax planning/filing. We help clients clarify burn rate, maximize deductions, and resolve IRS issues — proven through recurring client partnerships and measurable cash‑flow improvements.
Locations (1)
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