We specialize in proactive tax planning for real estate investors and their businesses — from Airbnb and short-term rental operators to long-term and mid-term rental investors, fix-and-flip companies, and real estate professionals. Rather than reactive tax preparation, we focus on intentional, forward-looking strategies designed to reduce tax liability, improve cash flow, and support long-term wealth building across both your investment portfolio and business operations. Our goal is to give you the keys to understanding and leveraging your tax strategy — not just filing returns, but creating a plan that works year-round. Clients have saved anywhere between $20,000 and $400,000 through smart, customized planning.

Explore our Tax Planning page or schedule a consultation to see what strategic tax planning could look like for your situation.

With specialized experience advising real estate investors — from Airbnb and short-term rentals to long-term portfolios, mid-term rentals, fix-and-flips, and real estate professional planning — we identify overlooked tax strategies and implement proactive planning designed to maximize long-term tax efficiency and savings.

“I honestly had no idea how much I was overpaying in taxes until I started working with Golden Years. I had a high-income year from my W-2 job and invested in a short-term rental but didn’t realize how powerful the right tax strategy could be. Magali helped me structure everything properly and uncover opportunities that saved me over $80,000 — seriously. She explains complex topics in a way that actually makes sense and gives me confidence that my tax strategy is working for me year-round.”
— David K., W-2 Professional & Short-Term Rental Investor, Los Angeles, California

“Managing multiple real estate investments while running my business was overwhelming until I started working with Magali. Her proactive tax planning helped optimize my entity structure, identify missed deductions, and implement strategies that saved me over $25,000 this year alone. Having a real estate-focused CPA makes a huge difference.”
— Lauren S., Real Estate Investor & Business Owner, San Diego, California

“I was juggling several rental properties and didn’t realize how much strategy was missing from my tax approach. Magali created a comprehensive plan that simplified everything — from structuring my portfolio to maximizing deductions and long-term tax efficiency. The level of expertise and attention to detail is unmatched.”
— Michael R., Real Estate Investor, Denver, Colorado