Become a Client

Consulting with Tax Strategist and CPA 

Receive one on one consulting time with Brent Bement, CPA along with review of prior tax returns, and a recommended entity structure optimized for your tax situation.  

Services offered through Bement & Company CPAs.

Not required to prepare tax returns with our firm, this is for tax strategy, consulting, and planning services.

Summary Video Below

 

Example Strategies for Real Estate Investors

 

Here's how to get started

Clicking the Get Started button on the page will take you the check out page.

On the check out page you'll see additional details on the upfront $1,000 fee to get started.

The $1,000 fee includes the benefits explained in the video and listed on this page.

Click to Get Started

Prior Tax Return Review

Before the 1st appointment we will conduct a review of your prior year tax returns. 

There are 2 goals of these reviews: 

1: to understand your situation to help with future recommendations.

2: to identify opportunities that may have been available on prior filings, provide you an estimated $ amount that may have saved, and to discuss the possibility of refiling.

One on One Consulting Time

2 hours of one on one consulting time with Brent Bement, CPA.    Two 1 hour sessions.

Provided via Zoom  (phone or in person can be accommodated if needed)

3 Part Strategy/Consulting Process:

1. Discovery: finding out your goals, plans, etc.

2. Discussion: discussing tax law, possibilities, and answering your questions

3. Implementation: providing you with instructions on how to implement what was discussed, or next steps if you'd like to hire our team.

Entity Structure

Do you wonder what business entities, LLCs, corporations, etc. might be recommended based on your current circumstances?

As part of the 2 hour zoom consultations we'll discuss and draw/create an entity structure diagram.

These recommendations are based on the current tax law for optimizing your tax structure.

Brent Bement, CPA, CVA

Business owner, investor, and president of Bement & Company CPAs.   

Brent is a Certified Public Accountant and a Certified Valuation Analyst.

He and his wife started investing in real estate in 2008 (just before the 2008 crash unfortunately) and have continued investing through that recession and continued ever since.  

Bement & Company is a Utah based CPA firm of 12 people proving services across the nation.

Brent and his wife have 5 kids and enjoy traveling, camping, archery hunting, target shooting, and just about any activity outdoors.

"Brent and the team have been amazing to work with. They are so knowledgeable, and professional. They reviewed a return that I almost submitted which was prepared by another company, and they were able to show where I was due a return rather than an additional heavy tax bill. I highly recommend them to all. I am grateful to be in good hands. Thank you Bement and Company!!"

Eric F.

Business Owner

"Excellent CPA service. We really felt like Brent was an amazing resource on the ever changing tax laws. It always feels like he has our best interest in mind."
 
 

Trey E.
Investor

"Bement & Company is number one in my book!! Fast friendly and reliable! I always look forward to tax season, because I know with Bement & Company I have no worries.
I recommend them to all my friends and family!"

Amanda M.
Investor

"I have been with bement for close to 35 years. I always feel like I am being listened to, they always smooth out my concerns and worries. I've trusted them this long and I will continue to trust them forever! Thank you to everyone there who look out for my best interests!!! I highly recommend Bement & Company to anyone and everyone because you will get the best service and a personal touch that you wouldn't get with most other businesses such as Bement and Co.💖💖💖"

Linda B.
Business Owner

Become a Strategy/Consulting Client

Work directly with a Tax Strategist and CPA 

Receive one on one consulting time with Brent Bement, CPA along with review of prior tax returns, and a recommended entity structure optimized for your tax situation

Click to Get Started

What you'll get:

  • Two 1 hour zoom strategy sessions with Brent Bement, CPA 
  • Prior year tax return review (looking for opportunities for potential refiling (tax returns can be refiled up to 3 years after the original due date) and to understand your situation for future recommendations)
  • Recommended entity structure for optimizing your tax savings. (typically a mix of LLCs, Trusts, Corporations, S Corporations, etc depending on your goals, situation, investments, businesses, etc.)
Tax Strategy/Consulting Services Summary

Additional information on our tax strategy and consulting services.  These types of services are typically delivered in a 3 part process but are also flexible as your goals and current situation changes:
 
1. Discovery: initial calls, emails, and document and tax return review
 
2. Discussion: discussion of future plans, goals, and projections. Typically via phone, zoom, or in some cases in-person meetings.
 
3. Implementation:  this is where specific strategies, action steps, and entity structures are recommended and either implemented by you, our firm, or other members of your financial, legal, and accounting team.  
 
 
Common questions/topics:
 
- Which entity structure might work best for my situation?
 
- What types of deductions will be allowed?
 
- Reasons for forming a holding company
 
- How to form and use a holding company for asset protection and tax benefits
 
- Benefits of LLCs, partnerships, S Corporations, C Corporations, etc.
 
- What tax credits might be available
 
- What documentation should be saved to be audit proof
 
- How to hire my kids and how to get a deduction for the business with them not paying any tax
 
- How to get started in or restructure entities to benefit in my rental property investing?
 
- How to get tax free money out of investments while still owning the assets
 
- How to defer or eliminate capital gains
 
- What are the tax benefits of rental properties?
 
- How to calculate a cap rate, return on investment, rate of return, etc.
 
- Recommendations for expanding and structuring an investment portfolio
 
- How do I get paid through my business?
 
- How much tax will I owe if I sell my business, stocks, crypto, etc. (and ways to defer or avoid that capital gains tax)
 
- How should a new business be set up with partners?
 
- How to maximize the use of leverage and increase deductions and your rates of return
 
- Financial statement review/recommendations
 
- Review and recommendations on accounting or financial reporting system setup and implementation
 
- Paperwork and assistance with getting loans and working with your lender or a lender we recommend (personal, business, or investments)
 
- Inheritance or estate questions
 
- How to structure an estate to avoid paying the estate or gift tax
 
- Gifting to family, friends, or charities and how to reduce or avoid tax
 
- Any other unique topic or question related to your situation
Click to Get Started