Giving our clients a vision of their tax and financial pictures.
Based in Pleasanton, California, Tax & Real Estate (“TRE”) Consulting Group advises our valued clients on all matters related to their Accounting, Taxes and Real Estate. With a proven track record of over 300 clients, TRE Consulting Group has helped saved our clients in unnecessary taxes, corrected erroneously prepared financial statements, and empowered them to understand their taxes.
When you have a financial problem that needs solving, whether it be that pesky 1040 tax return or a complicated 1031 Exchange to maximize the value of your investment, we can help you navigate uncertain financial situations with ease.
If you are in need of Federal and State compliance concerns with regards to filing backed tax returns, let us assist you in sorting through your Accounting and filing of those returns.
Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to inquire whether our services are a good fit for you.
Contact
➤ LOCATION
5820 Stoneridge Mall Road
Ste# 110-22
Pleasanton, CA 94588
☎ CONTACT
tretaxgroup@gmail.com
Phone: (925) 398-3197
Fax: (925) 398-3193
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Areas of Practice
Accounting
Many businesses are in dire need of proper accounting to illuminate their financial standing. If your business has never set up your accounting books, has never been able to reconcile your assets, liabilities and equities, or has never created a financial statement to prepare your taxes, TRE Consulting Group can synthesize your past financial statements to ensure a smooth financial future moving forward - allowing you to stay focused on the pieces of the business most important to you.
Taxes
Are you an Individual, Business, Estate or Trust looking to compile a simple, clean and understandable tax return? Look no further than TRE Consulting Group. Get through this upcoming tax season with ease so that you can spend your time and energy on what you value most. We can help you file those troublesome 1040, 1120’s, 706 and 1041 forms. We can assist you to catch up on multiple years of backed up tax returns to meet Federal and State tax compliance requirements so you can rest assured you are up to date.
Real estate
Looking to buy or sell your home? Concerned about upcoming tax obligations related to your real estate investment property? TRE Consulting Group can take charge to alleviate your concerns about the tax impact on your real estate portfolio. Whether it’s a successful 1031 Exchange or reducing your Capital Gains liability, we can help you minimize the financial impact of your real estate decisions, enabling you to grow your wealth freely and to obtain your financial freedom and independence.
Business Structure
Thinking of starting a new business, or restructuring an existing business? TRE Consulting Group can navigate you through the important tax business structure necessary to reduce your federal business taxes. We are here to guide you through understanding the best structure to meet your needs and save you money.
“All you need is the plan, the road map, and the courage to press on to your destination.”
Let's Chat.
Use the form below to contact us regarding your accounting, tax or real estate inquiry. Please be as detailed as possible. Include your personal and business needs along with any specific document requests. To help us best serve you, we recommend that you first describe your needs before telling us what you want to achieve. You may also email or call us to make an appointment.