Advanced Real Estate Tax Strategy
- Cost Segregation Studies (Accelerated Depreciation)
- REPS & STR Loophole Optimization
- Entity Structuring & 1031 Exchange Planning
- Portfolio Advisory Retainers
Tech-enabled CPA & advisory
We Engineer Trust for the AI Era.
Tech-enabled CPA & Transaction Advisory for Real Estate Syndicators, Federal Contractors, and High-Growth Founders. We replace manual compliance with automated data pipelines to deliver audit-ready defensibility at the speed of code.
fingenie://compliance/dashboardLive
Audit Status
Ready
Cash Velocity
+18.4%
Evidence Logs
1,204
Asset Tax Optimization
FY 2026✓ Cost seg study indexed — 2026-06-14T09:12Z
✓ SOC 2 evidence auto-collected — 48 controls
✓ 1031 exchange window verified — defensible
Core Verticals
Specialized expertise, engineered for defensibility.
Cybersecurity Governance & Federal Compliance
- CMMC 2.0 Structural Readiness (Level 1 & 2)
- SOC 2 (Type I & II) Attestation Engineering
- Automated Evidence Collection
Strategic Finance & Transaction Advisory
- Tech-Enabled Fractional CFO Retainers
- Exit Readiness & Quality of Earnings (QofE) Architecture
- Specialized Corporate Tax Strategy (R&D / PTET)
Proprietary Engine
Powered by FinGenie AI
Embedded, Not Bolted On
We don't create isolated tech silos or demand manual, high-touch spreadsheet maintenance. Our software engine lives natively within your existing operational tech stack.
Time-Indexed Logs
FinGenie generates time-indexed, decision-state compliance logs — a continuous, verifiable record of every regulatory decision your business makes.
fingenie://compliance/dashboardLive
Audit Status
Ready
Cash Velocity
+18.4%
Evidence Logs
1,204
Asset Tax Optimization
FY 2026✓ Cost seg study indexed — 2026-06-14T09:12Z
✓ SOC 2 evidence auto-collected — 48 controls
✓ 1031 exchange window verified — defensible
Trust Framework
Defensibility built into the architecture.
Practice-as-Code
Enforceable rules, embedded in workflows.
We embed enforceable regulatory rules directly into your operational workflows — so compliance is executed automatically, not remembered manually.
Audit-Ready, Always
Continuously verified defense trails.
Your data room and tax defense trails are continuously managed, verified, and transaction-ready — no scramble when the auditor or acquirer calls.
Stop burning margin on manual consulting.
Lock in institutional-grade defensibility and cash velocity. Tell us what you need defended and our team will draft your tax opinion.