Get a Real Estate-Focused Financial Review That Pays for Itself

A $2,000 deep-dive into your tax and accounting systems to uncover missed opportunities, red flags, and high-impact strategies — designed specifically for real estate investors.

What’s Included

Not Just Numbers — Actionable Insight

The ability to either implement the plan with us or on your own

This isn’t your average CPA checkup. The Financial Review is a comprehensive, customized analysis of your current situation — no fluff, no filler.

You'll receive:

A full analysis of your most recent tax return and accounting setup

A report highlighting red flags and costly oversights

High-level strategies that could lead to significant tax savings

Bookkeeping & Financial Statement Analysis: A review of your bookkeeping and financial statements to identify red flags and highlight areas for improvement or risk.

Legal Entity Structure Overview: Analysis of your current legal entity structure to determine if a different setup could result in additional tax savings. We’ll also evaluate whether it’s worth moving forward with a full legal entity analysis to see if changing your entity structure would be a smart long-term investment.

Real Estate Market Update: This is a high-level market update that will better inform you about current trends impacting your decisions as a real estate investor.

Customizable Review: The Financial Review is fully customizable to your situation — if there’s something specific you’d like us to look into, we’ll include that too.

Real Outcomes Clients Experience

What Other Real Estate Investors Have Discovered:

Thousands in overpaid taxes recovered from years prior

Missed deductions and errors from previous preparers

Opportunities to restructure for better asset protection and savings

Peace of mind knowing there’s now a strategy in place

Jason’s Financial Review gave me the clarity and confidence I was missing. I walked away with a complete game plan — and over $10K in identified tax savings.

— Multi-Family Investor, Texas

Top Outcomes You Can Expect

What You’ll Get From Your Financial Review

Identify tax-saving opportunities you’ve been missing

Spot red flags, errors, and outdated advice from previous preparers

Reveal inefficiencies in your current accounting and tax systems

Explore advanced strategies tailored to your business and investments

Decide if investing in a full implementation plan is right for you

Who It’s For

This Review Is Designed For:

Real estate investors tired of reactive, generic CPA services

High-income professionals with complex investments

Clients who suspect they’re missing out on smarter strategies

Anyone seeking clarity before investing in a full tax plan

How It Works

Your Next Steps (Only Takes a Few Minutes)

Step-by-Step Flow:

Make Your Secure Payment Click below to complete the $2,000 payment via Stripe.

Instant Scheduling Access You’ll be redirected to book a discovery call with Jason.

Send Us Your Docs We’ll provide a secure checklist of what we need to review.

Receive Your Full Analysis Get a strategic breakdown and custom report — no pressure to move forward unless it’s the right fit.

Choose Your Path Forward Along with your custom analysis, you'll receive all the strategies and techniques Jason has developed over 10+ years in accounting and tax. From there, you can choose to implement the solutions yourself or have us take care of it for you.

FAQs

Q: What happens after I purchase?

You’ll be redirected to Jason’s calendar to schedule your discovery call. You’ll also receive an email confirmation with everything you need to get started.

Q: Is this refundable?

Because of the work involved, this service is non-refundable. However, most clients find value that far exceeds the initial investment.

Q: Can I apply this toward a full tax plan later?

Yes — if we’re a fit, your Financial Review can serve as the foundation for your Smart Track Tax Plan.

Why Work With Jason Malabute

Meet Jason Malabute, CPA

Jason Malabute is a licensed CPA with over a decade of experience helping real estate investors reduce tax liabilities, optimize their financial systems, and grow confidently. He brings deep technical knowledge, a personal approach, and proven systems to every tax strategy he builds.

Learn more at realestatetaxpro.com

Ready for a Financial Review That Pays Dividends?

Make smarter decisions with expert insight, clear strategy, and real savings.

MALABUTE & COMPANY CPAs

Copyright 2025 | All Rights Reserved

Office: GLENDALE, CA

Call (818) 726-2865