Who we serve
Real Estate Investors
Leverage isn't a perk in this business. It's the playbook.
We're the financial allies real estate investors can count on. We specialize in the property game, where structure and timing decide what a deal actually returns.
From getting the financing right on the next acquisition to capturing deductions most preparers never look for, we work the levers that move your bottom line — loan strategy, depreciation, cost segregation, and 1031 exchanges.
Our credentialed team focuses on what matters: finding profit leaks, streamlining the operation, and keeping your filings clean.
What that looks like
Smart Tax Strategies for Real Estate Investors
- Cost segregation studies
- 1031 exchange planning and timing
- Depreciation strategy across the portfolio
- Entity structure for multi-property holdings
Also specialized in
Construction Companies
From job costing to cash flow, specialized support to uncover hidden margin and strengthen your financial foundation.
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High Net Worth Families
Preserving and growing wealth across generations, coordinated with your attorneys and financial advisors.
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NIL Athletes & Families
Name, Image and Likeness contracts bring real tax and liability exposure. We bring clarity before it costs you.
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Wineries & Viticulture
The tax code treats viticulture as both agriculture and manufacturing. That unlocks incentives most firms never claim.
Learn moreTwenty minutes with a Mainstay team member.
No form maze, no funnel. Tell us what the business is and where you want it to go. If we can help, we'll say how. If we can't, we'll say that.
Hudson, OH 44236