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THE TWELVE FIRM our services

FINANCIAL

ADVISORY

REAL
ESTATE

buy.sell.invest

SPACE DESIGN
SOLUTIONS

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What Make Us Different

  • We are Tax Strategist + Fractional CFOs who advise business owners and specialize in the real estate investing industry.

  • We’ve supported many real estate deals (whether they be wholesale, flip, rental, apartments, private money – you name it!)

  • Our firm has a diverse background in accounting, bookkeeping, payroll, tax strategy, real estate, asset protection, and fixing IRS tax problems.

  • We are Certified Intentional Profit Professionals and are trained as CFOs to increase your business revenue, owner’s pay, cash reserves, and more! Our CFOs are trained to implement the Profit First method and system in your business.​

  • As Certified Tax Strategists, we design custom strategies to help you stop overpaying the IRS and keep more of your hard-earned profits. Our tailored approach maximizes your tax savings, allowing you to reinvest in your business and secure your financial future

Testimonials

It isn't easy to find a good tax preparer, much less an amazing, detail-oriented, prompt, cheerful, and helpful one. Alexis has been doing our taxes for years now and hopefully forever. She makes it all easy and stress-free.

W. HOGAN

True professionals. Signs returns. Explains strategies. Online or in-person. Fast replies. Secure web portal. Thank you for all you do!

K.GLASS

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Get In Touch

Got questions? Don’t hesitate to reach out. My team and I are here to support you every step of the way.

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