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I need a seasoned financial professional to review my existing portfolio and design a tax-efficient framework that keeps more of my real-estate-driven income in my pocket. My priority is tax planning, not basic bookkeeping: think 1031 exchange timing, depreciation schedules, entity structuring, and long-term capital-gain optimisation across multiple properties. Here’s what I expect: • A tailored, written tax-minimisation strategy covering federal and state obligations, backed by clear calculations and citations of current IRS code. • Recommendations on the optimal legal entities or trusts for holding present and future real-estate assets, with pros, cons, and setup steps. • An implementation roadmap with quarterly checkpoints so my existing CPA team can roll out the plan smoothly. You should already be comfortable modelling scenarios in Excel or a similar tool, know your way around QuickBooks data exports, and be up to date on recent real-estate tax law changes. Familiarity with high-net-worth asset-protection structures is a plus; if you can integrate ideas like cost segregation and opportunity-zone investing, even better. Once I receive the strategy document and walkthrough call, I’ll verify that the numbers align with my latest filings and projected acquisitions. If everything checks out, the engagement is complete—though there’s room for ongoing advising as new properties come online.
Project ID: 40684567
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5 freelancers are bidding on average ₹850 INR/hour for this job

As a seasoned financial professional and Real Estate Manager, I see your project as a perfect fit for my skillset and expertise. My 4-year experience in tax planning, income tax returns filing, and show cause notice consultancy has equipped me with an intricate knowledge of IRS codes and regulations which are crucial for ensuring your tax obligations are well-optimized while staying compliant. Moreover, my extensive experience with various financial management tools like QuickBooks, Excel, and even competitor systems like MYOB will prove invaluable in modelling scenarios for your portfolio, managing bookkeeping, and ensuring data export compatibility. In addition to this robust foundation in finance & accounting software skills, my knowledge of recent real estate tax law changes is also up-to-date. This knowledge translates into a comprehensive understanding of complex long-term capital-gain optimization strategies like 1031 exchanges, depreciation schedules, cost segregation that can directly add value to your project. With my assisting expertise on the Millions-tax planning domain, I can help you design an optimal legal structure (trusts or entities) for holding present and future real estate assets with pro/con analyses and effective setup steps. Let me leverage my skills for you to ensure precise accountances while shielding maximum of your income from taxation.
₹750 INR in 40 days
3.3
3.3

As an experienced developer and software engineer who specializes in Excel, I am confident I can provide you with the meticulous financial analysis and modeling that you need for your tax optimization strategy. Understanding the complexity of real estate tax planning that goes beyond basic bookkeeping is key. With my background working on diverse projects, including building scalable web applications and designing RESTful APIs, I have acquired a strong knack for data management and analysis which will be vital to your tax-minimisation needs. Beyond advanced Excel proficiency, my familiarity with QuickBooks and high-net-worth asset-protection structures gives me the edge in delivering tailored solutions for your real estate portfolio. In addition, my expertise in crafting intuitive mobile and web-based applications ensures that not only will you receive a comprehensive, readable tax-planning strategy in line with relevant IRS codes and laws, but it will be delivered through an exceptionally user-friendly interface. Moreover, should you require further assistance after initial implementation, I am more than willing to offer ongoing advising as new properties come into play. With me on board, rest assured that your investment's success will get all the careful attention and endeavor it deserves. I'm excited about the possibility of partnering with an esteemed client like yourself! Let’s optimize your portfolio together and keep more income in your pocket.
₹1,000 INR in 40 days
0.0
0.0

This project immediately caught my attention because it is exactly the type of work I do best. Your emphasis on a tailored, written tax-minimization strategy and the need for a clear implementation roadmap aligns perfectly with my expertise in financial planning. With extensive experience in designing tax-efficient frameworks, I specialize in 1031 exchanges, depreciation scheduling, and entity structuring. While I am new to freelancer, I have tons of experience and have done other projects off site. If this sounds like what you're looking for I'd love to hear more about your project. Regards, Warrick Van Eeden
₹750 INR in 7 days
0.0
0.0

Greetings I understand you're seeking a financial professional to design a tax-efficient framework for your real estate portfolio, and I have completed similar projects in the past. Your priorities, including 1031 exchange timing, depreciation schedules, and entity structuring, require a comprehensive approach to minimize your tax liabilities. I can develop a tailored strategy that covers federal and state obligations, ensuring clarity with calculations and citations of the latest IRS code. Additionally, I will recommend optimal legal entities or trusts and provide a detailed implementation roadmap with quarterly checkpoints for your CPA. I bring extensive experience in tax planning for high-net-worth individuals, including expertise in cost segregation and opportunity-zone investing to further enhance your asset protection. I would love to chat about your project and suggest a follow-up discussion to explore how we can work together effectively. Regards, Nabeel Ismail
₹750 INR in 7 days
0.0
0.0

Kalamb, India
Member since Sep 1, 2026
$2-8 USD / hour
$15-25 USD / hour
₹37500-75000 INR
$250-750 USD
$250-750 AUD
₹1500-12500 INR
$250-750 USD
₹37500-75000 INR
min $50 AUD / hour
£18-36 GBP / hour
₹750-1250 INR / hour
$1500-3000 AUD
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min £36 GBP / hour
$30-250 AUD
$750-1500 USD
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₹12500-37500 INR
$250-750 CAD
min ₹2500 INR / hour