I’m Rob Haertel, MBA, CPA, JD, and I have a genuine passion for assisting clients who find themselves burdened by excessive tax bills. Drawing upon my extensive background in tax planning and preparation, I’ve successfully saved my clients millions of dollars through meticulous tax strategies. I take pride in my ability to help small business owners and real estate investors from California to Florida achieve financial success and work towards becoming millionaires.
One of my joys in life is hitting the pavement for a daily 4-mile run, accompanied by my faithful canine companion. It’s a close second to the satisfaction I derive from slashing my clients’ tax liabilities. Those who work with me appreciate the care and dedication I bring to their financial well-being. In addition to my core competencies, I specialize in various areas, including self-directed IRAs and 990T filings for leveraged real estate, Solo 401ks, hard money lending, and capital gain deferral through mechanisms like 1031 exchanges, charitable remainder trusts, private foundations, and Opportunity Zones.
Furthermore, our team boasts Spanish-speaking professionals, enabling us to cater to the Latino community with a personalized touch.
Remember my office’s motto: “Give us the facts, and we’ll save you the tax.”