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Specialty Tax Advisors

Specialty Tax Advisors partners with CPAs, businesses, and real estate investors to provide expert cost segregation, R&D credits, and tax strategies that save money. They are trusted advisors nationwide, helping clients reduce their tax liabilities through deep industry expertise, full audit protection, and proven results.

Tax AdvisoryCost SegregationR&D CreditsTax PlanningReal Estate
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Client

Specialty Tax Advisors

Year

2026

Industry

Financial Services

About This Organization

Specialty Tax Advisors is a nationwide trusted advisor to CPAs, businesses, and real estate investors. Their mission is to help clients optimize their tax benefits and propel their profitability. They aim to reduce tax liabilities and maximize after-tax income through specialized tax planning and strategies.

The company offers a range of services, including cost segregation studies, R&D credits, accounting method changes, energy efficient building incentives, payroll tax reduction programs, IC-DISC, holistic tax planning, specialized 1031 exchanges, outsourced back-office talent, and insurance solutions. They also assist with bonus depreciation and provide audit protection.

Specialty Tax Advisors prides itself on its deep industry expertise and proven results, which keep clients coming back. They emphasize referrals as the best complement to their work, highlighting client satisfaction and the value they bring to their partners. They operate nationwide and are located in Newport Beach, CA.

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