In the early days, he built the firm by helping real estate investors answer tax questions on online forums such as BiggerPockets. The firm now consists of over 40 employees servicing over 800 investors nationwide.
We first had the idea for this course when speaking to potential clients on sales calls. We were talking to ~50 investors a week (it was exhausting) and over time came to realize two things:
(1) most investors had mistakes and missed opportunities buried in their tax returns; and
(2) only a fraction of the investors I spoke with could afford, or were willing to pay for, CPA services.