OUR SERVICES
Smart Tax Strategy. Real Savings. Lasting Confidence.
At Refuge Financial Services, we don’t just prepare your taxes—we partner with you to strategically minimize them. Whether you're a business owner, real estate investor, or high-income individual, we equip you with the tools, guidance, and support to reduce liabilities and reclaim control of your financial future.
Strategic Tax Planning
Proactive. Personalized. Powerful.
Our Tax Planning services are built around a simple concept: you should never pay more than legally required. Through our proven Tax Trifecta Framework, we analyze your full financial picture and build a custom plan to optimize your situation, reduce tax outflows, and strengthen your financial foundation.
Includes:
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Customized Tax Strategy Development
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Entity Structure Review & Recommendations (LLC, S-Corp, C-Corp)
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Monthly or Quarterly Check-ins (based on your needs)
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Tax Deductions Optimization
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Retirement Account Tax Strategy
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Optional Add-Ons:
â–¸ Payroll Setup & Management
â–¸ Bookkeeping Services -
Full-Service Tax Return Preparation (1040, 1065, 1120, 1120-S)
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Audit Protection & Representation (Form 8821/POA Ready)
Real Estate Tax Strategy Consulting
Turn properties into powerful tax-saving assets.
If you're in real estate, your tax strategy can make or break your bottom line. We help you leverage every IRS-compliant tactic available to legally reduce your taxable income and optimize long-term returns.
Focus Areas:
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Real Estate Professional Status (REPS) Qualification
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Active vs. Passive Income Structuring
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Short-Term Rental Loophole Utilization
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1031 Exchange Coordination
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Material Participation Compliance Support
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Entity Setup & Income Flow Strategy
