The Real Estate Investor

Overview

Sarah Chen has several rental properties but her accountant told her the losses are 'stuck' as suspended losses. She spends 15-20 hours a week managing them — practically a second job. During the first call, the advisor runs her profile through the Tax Analyzer, which immediately flags a major opportunity: Sarah may qualify as a Real Estate Professional (REPS), which would unlock over $80,000 in suspended losses to use against her W-2 income. On the second call, the advisor presents the report showing $30,000+ in immediate tax savings. With a full Tax Plan at $10,000 (offered at $9,000 with a 10% discount plus unlimited tax analyses), Sarah is looking at a 3x ROI. This case study shows how the Tax Analyzer identifies REPS qualification opportunities that traditional accountants miss.