Ep46: Why Tax and Accounting Services Matter More Than You Think with Lee Roberts, CPA

Retire Wealthy and Happy

Tax season is here again! Join us for an exclusive conversation with Lee Roberts, CPA, as she unveils the role accountants play in business success. Learn from her expertise in maximizing real estate investments to discover how accountants shape your financial success in the business world. Dive into the discussion now!

Key takeaways to listen for

• How accountants and accounting services help businesses
• Effective tax-saving strategies for real estate investors
• Important records to keep before and after filing taxes
• Ways to defer gains and the importance of strategic estate planning
• The complexities of property ownership structures

Resources mentioned in this episode

• The Corporate Transparency Act
• FinCEN
• Who Moved My Cheese? by Spencer Johnson | Kindle, Paperback, and Hardcover
• Think and Grow Rich by Napoleon Hill | Kindle and Paperback

About Lee Roberts, CPA
Lee is a Certified Public Accountant and the Managing Partner at Equitable Accounting & Tax Services. This company aims to offer top-quality tax and accounting services for your business based in Spanish Fork, Utah.

Connect with Lee

• Website: Equitable Accounting & Tax Services
• LinkedIn: Lee K Roberts, CPA

Connect with Us
To learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call!

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