The Annual Wealth Review: your numbers, your tax bill, one clear answer.
Thirty minutes. No pitch, no pressure, just math. You leave knowing what you are likely to owe this year and exactly what a single cash-flowing property could offset against it.
What it is
Most high earners on the Eastside have a CPA who files their taxes and an advisor who manages their portfolio. Almost nobody connects the two. The Annual Wealth Review does that. It is adapted from the discipline strong advisors use every year: sit down, look at the whole picture, and find the one move that matters most. For you, that move is usually the gap between your tax bill and your ownership.
The conversation starts with your income, your RSUs, your current real estate, and the exact tax exposure that is probably not being said out loud anywhere else.
The 30 minutes, mapped
Life update
What is changing at work, at home, and this year. The right move depends on where you actually are.
Financial snapshot
Rough income, RSUs, bonus, and current real estate. No documents for the first call. No judgment.
Your tax exposure
Based on what you share, we estimate the current drag and say the number out loud before we talk about any property.
The asset opportunity
We model one practical property, the likely depreciation, the cash flow, and the offset against your bracket.
Your next step
If the math fits, the next move is a deal search, a CPA introduction, or a written summary you can sit with before deciding.
A simple example
Two Eastside households. Two planning questions.
These examples show the conversation, not a promised outcome. The Review turns your goals and property questions into items your CPA can validate.
Illustrative profile
A household exploring a rental property
Considering a first investment property and a tax-aware plan
- Goal
- Build a clear plan
- Question
- Understand the tax rules
- Property to evaluate
- A possible rental
What we model
Could this household qualify to use cost segregation and bonus depreciation from a properly operated short-term rental?
Illustrative profile
A household planning its next move
Balancing a home purchase, cash flow, and long-term goals
- Goal
- Make a confident choice
- Question
- Know the timing
- Property to evaluate
- A possible next property
What we model
Does a property purchase, placed in service on the right timeline, fit the household's goals and tax plan?
Educational examples only, not tax, legal, accounting, or investment advice. Eligibility, participation, timing, basis, depreciation, and filing are determined by your CPA and advisors. Results vary; tax savings and returns are never guaranteed.
What you leave with after the review
Day 0 summary
A written recap of the numbers, the property logic, and the next move that fits the year you are actually in.
One real deal example
A concrete property model that matches your profile so the math becomes practical instead of theoretical.
CPA and execution handoff
If the strategy fits, the next step is a clean handoff into deal sourcing, underwriting, and the right tax specialist.
Bring your numbers
Start the Annual Wealth Review here. We will follow up by phone or email with the next step that fits your timing.
Before you book
Do I need to know which service I need before the review?
No. The point of the review is to decide that. We use your tax drag, timeline, and local market fit to identify the right next move first.
Is this only for STR buyers?
No. It is also for primary buyers, relocation households, and owners deciding whether to sell or reposition instead of buying another asset.
Can my spouse join?
Yes. Most of these decisions are dual-income and dual-decision. It is better when both of you are looking at the same math at the same time.
Zoom or in person?
Either. In person, the office is on Lake Street in Kirkland. Tuesday and Thursday afternoons are usually the easiest windows.
Will you try to sell me on the call?
No. If it does not fit, I will say so. The fastest way to lose trust at this income level is to waste your 30 minutes.
What should I bring?
Your approximate income picture, any target neighborhoods or property ideas you already have, and the decision you are trying to make this year.
Your future self is either an owner or a taxpayer. Let's pick.
Bring your numbers. In 30 minutes you'll know if this fits.
Book the Annual Wealth Review