Internal Revenue Code Section 7525 establishes an accountant-client privilege. The accountant-client privilege provides a privilege concerning tax advice in the form of confidential communications between Client, the taxpayer, and Messari Group, Ltd, a federally authorized tax practitioner. Privilege may be asserted in any noncriminal tax matter before the IRS and proceeding in Federal court with respect to such tax matter. Client is solely responsible for identifying, notifying Messari Group, Ltd of Client’s intent to invoke the privilege, and maintenance of the privilege.
We don’t just fill out a tax form, our goal is to reduce your tax burden and be your defense against an IRS audit. That means we take a holistic approach in understanding your financial position and how it applies to the tax code.
- Estimate Taxes
- Tax research
- Tax planning
- Tax preparation
A year long journey that ends with the filing of a tax return. It starts by making sure the accounting is correct and continues through the year by generating financials, estimating taxes, overseeing the bookkeeping, and audit representation.
Property Management Accounting
Unlike the property manager, the property accountant has tax responsibilities that can include multiple states and jurisdictions. Staying on top of the tax code and ensuring you are compliant is our top mission.
- Long term leases
- The sharing economy (Uber & Lyft)
Professional, Kind and Trustworthy
“I enjoyed working with Messari Group, LTD. Ms. Polk was able to assist me after a bad experience with another accounting firm. She took the time to meet with me and explain her company’s process used to do taxes. She then was able to complete my taxes in a timely manner, contacting me for additional information as needed via phone and email. Once completed, she met with me and took the time to go over every part of the tax form explaining and answering any questions I had. I found her to be very professional, kind, and trustworthy. I would highly recommend using Messari Group, LTD in the future.”
Above and Beyond Accounting Services
“Robert is an absolute professional and a pleasure to work with. When I started working with Robert he not only was able to save me more money on my taxes than what my previous accountant said they could, he acted as a strategic advisor and brought considerations to my attention that I had completely missed or not thought about. He goes above and beyond and has extensive experience helping real estate investors like myself. I would recommend Robert to anyone with zero reservation.
Quick and Responsive Communication
“We were referred to Robert & Gina after we purchased a VRBO out of state last year. They have provided the utmost professionalism and guidance in our endeavor, not to mention the training in Quickbooks! They are quick to respond and consistently check in to ensure everything is running smoothly. We look forward to a long relationship with the Messari Group.”