Real Estate Investor


High-net-worth real estate investor with multiple properties, S Corp, and brokerage accounts.

Net Worth



This real estate investor has a large portfolio of multi-family rental and mixed-use properties, along with an S Corp, and complex personal accounting needs.

The Challenge

With limited time and resources to organize his financial records and supporting tax documents, he turned to Plumb Family CFO as an outsourced accounting solution.

The Solution/Outcome

Plumb Family CFO collects, tracks and organizes the client’s financial data to create a comprehensive and audit-proof financial package for year-end.  This allows for the client’s CPA firm to be more cost-effective with their time and helps to maximize standard deductions. Plumb also supplies the CPA with quarterly financial reports to properly adjust estimated tax payments as needed to avoid any penalties and interest chargers with the IRS or Franchise Tax Board. By having accurate recordkeeping throughout the year, with up-to-date reconciliations and properly tracked income and expenses, the client experienced tax season with the peace of mind knowing that he had the highest quality of data and financial reporting to file tax returns. With a clear financial picture, he was able to make informed decisions with his wealth and property portfolio