CPA + Licensed Realtor

Real Estate Expertise with Financial Intelligence

Navigate your real estate journey with the unique advantage of dual expertise. As both a CPA and licensed Realtor, I help you make informed decisions that maximize your investment while minimizing tax implications.

TX Real Estate License #[TX Real Estate License #] CPA License #[CPA License #]

About [Agent Name]

Your Partner in Smart Real Estate Decisions

With over a decade of experience as a Certified Public Accountant, I understand that real estate is more than just finding the right property - it's about making sound financial decisions that align with your long-term goals.

As a licensed Texas Realtor, I bring this financial expertise directly to your home buying or selling experience. Whether you're a first-time buyer trying to understand closing costs and tax benefits, a veteran utilizing your VA loan benefits, or an investor navigating 1031 exchanges, my dual credentials mean you get comprehensive guidance at every step.

Based in the Houston metropolitan area, I specialize in helping clients see the complete picture - combining market knowledge with financial analysis to ensure your real estate decisions support your overall wealth-building strategy.

Credentials & Certifications

Licensed Texas Realtor
Certified Public Accountant (CPA)
TX RE License #[TX Real Estate License #]
CPA License #[CPA License #]

How I Help

Specialized services that combine real estate expertise with financial intelligence

VA Loans & Military Relocation

Expert guidance for veterans and active military personnel utilizing VA loan benefits. I help you navigate the unique aspects of military relocation and home buying.

CPA Advantage:

Understand tax implications of BAH (Basic Allowance for Housing), PCS moving expense deductions, and how to maximize your VA benefits while building long-term wealth.

First-Time Buyer Education

Comprehensive support for first-time homebuyers, from understanding the process to finding your perfect home. No question is too basic - I'm here to educate and empower you.

CPA Advantage:

Clear breakdown of closing costs, property tax projections, mortgage interest deductions, and the long-term tax benefits of homeownership vs. renting.

1031 Exchanges & Investor Services

Strategic guidance for real estate investors looking to grow their portfolios through like-kind exchanges and smart investment acquisitions.

CPA Advantage:

Expert navigation of 1031 exchange timelines, capital gains deferral strategies, depreciation schedules, and comprehensive investment analysis for optimal returns.

Resources

Helpful guides and market insights to support your real estate journey

Coming Soon

Helpful guides covering VA loan basics, first-time buyer checklists, investment property analysis tools, and Houston market insights are on the way.

Get in Touch

Ready to start your real estate journey with a financial expert by your side? Let's connect.

Connect with me