PROACTIVE TAX PLANNING FOR BUSINESS OWNERS AND REAL ESTATE INVESTORS

Stop Reacting to Taxes. Start Planning.

Your business decisions affect your taxes.  We help you uncover tax savings, implement strategies, and plan ahead.

Your Business Has Changed. Has Your Tax Approach Kept Up?

As your business grows and your investments expand, your tax situation becomes more complex. Are you confident you're taking advantage of available tax-saving opportunities?


Rising profits, business structure, owner compensation, equipment purchases, and real estate transactions can all have a significant impact on your tax liability. Without proactive guidance, you may be overlooking opportunities to reduce what you owe or making financial decisions without fully understanding their tax consequences.


We help established business owners and real estate investors evaluate their options, uncover potential tax-saving strategies, and make informed decisions before year-end—when there's still time to take action.

Marilynn explaining documents to a client.

More Than an Accountant. A Partner on Your Side.

PrecisionBooks Advisors is a virtual boutique tax and accounting firm serving business owners and real estate investors who want guidance beyond filing a return.  


Led by Marilynn Ugarte, EA, CTC, with 18 years of public accounting experience, our firm combines technical expertise with personalized guidance and direct access to your tax advisor.

 

We bring a proactive, analytical approach to tax planning, taking the time to understand your overall financial picture, uncover tax-saving opportunities, and evaluate strategies that help you make informed decisions throughout the year.

Meet Your Tax Advisor

Proactive Approach

We help you anticipate tax obligations, identify opportunities, and avoid unnecessary surprises. 

Personalized Guidance

Get direct, attentive support from an advisor who understands your business and financial goals.

Bilingual Support

Work with us virtually in English or Spanish, wherever business takes you. 

Who We Serve

Real Estate Investors

Are your real estate investments tax-efficient? 

From converting your home into a rental to managing short-term and long-term rentals, investing in commercial properties, or developing your next project, every decision has tax implications. We combine accurate property accounting with proactive tax planning to help you maximize available deductions, minimize tax exposure, and build long-term wealth. 

Restaurant Franchise Owners

Are You Planning Beyond Your Franchise Tax Return?

Strong sales don't always mean you're minimizing taxes. Accurate financial records create the foundation for identifying valuable tax-saving opportunities—from entity structuring and depreciation to cost segregation, tax credits, and other strategies tailored to your franchise. We help you plan ahead, reduce unnecessary tax exposure, and keep more of what your business earns.

Don't See Your Industry? Let's Talk.

We also work with established business owners across a variety of industries, providing guidance to help them navigate their financial and tax responsibilities and make informed business decisions.

Book a Discovery Call

How We Help

Proactive Tax Planning

Proactive Tax Planning

Identify tax-saving opportunities, reduce unnecessary taxes, and make strategic decisions throughout the year.


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Tax-focused accounting.

Tax-Focused Accounting

Go beyond accurate books.  Understand your numbers, monitor performance, and make informed business decisions.


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Tax preparation.

Tax Preparation & Filing

Accurate, reliable tax preparation for businesses and individuals, with careful attention to your overall tax picture.


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Our Strategic Approach to Paying Less in Taxes

Ready to Stop Reacting to Taxes?

Let's discuss your goals and explore how proactive tax planning can help you keep more of what you earn.

Book a Discovery Call