The BAY Tax Resource Guide for Real Estate Professionals

Defensible Tax Savings. Delivered.

Massive STR Tax Deductions - From Past & Future Closings

We help your clients uncover tax deductions from past and future real estate closings using cost segregation and 100% bonus depreciation under the new real estate provisions in the One Big Beautiful Bill.

We specialize in Short-Term Rental strategy—one of the fastest ways to generate large write-offs, often on properties your clients already own.

We review the deal, quantify the deductions, and run the process end-to-end. Your client gets an audit-ready final number prepared by our CPA team and delivered directly to their CPA.

You bring us the deal. We bring back the deductions.

Leave Your Info To Get Connected.

Who Is A Fit?

Good Candidates

  • Closed on a property within the last 1 – 5 years

  • Past short-term rental (STR) or investment property buyers

  • High-income / high tax bracket

  • Purchased a $750K+ property (or multiple properties)

Not Eligible

  • Primary residences

  • Second homes

Start With One Client.

If you’re unsure about the process, we recommend making your first client referral someone you know well and joining the consultation with them.

WE WILL MAKE YOU LOOK LIKE A ROCK STAR

If you’d like to stay involved throughout the process, simply complete the form on this site and our CPA team will keep you informed from start to finish.

Click here to see our availability and schedule a call with your clients

CLICK HERE

What Happens Next?

Simple steps:

  1. CPA Review Call
    Bay Tax reviews the property on a 30 minute consultation with the client.

  2. Quick Go / No-Go Decision
    We only proceed if our CPA’s find tax deductions for the client.

  3. Property Review & Site Visit
    BAY handles the process end-to-end.

  4. Results Delivered
    Typically within 4 weeks, clients receive a substantial tax write-off they then deliver to their CPA.

Send A Three Way Email.

To:
Client Email &
emily@bay.tax

Template A - Click Here

Hi [Client],

I wanted to introduce you to [Name] at BAY Tax.

Our office has partnered with BAY Tax, a CPA group focused on real estate, to review prior closings in light of recent tax changes.

In many cases, these reviews identify significant depreciation deductions—often in the six figures—that were not captured at filing. The initial CPA consult is complimentary, so I thought this could be worth a look for your

[property address].

I’ll let you both take it from here.

Thanks,

Template B - Click Here

Hi [Client],

I wanted to introduce you to [Name] at BAY Tax.

BAY specializes in real estate tax reviews for real estate investor clients to ensure nothing was missed after closing.

The initial consult with a BAY CPA is complimentary, so I thought this could be worth a look for you.

I’ll let you both take it from here.

Thanks,

Looking For Branded Content?

Send BAY an email: emily@bay.tax
Ask for our customized “New OBBB Tax Flyer”

Looking for Listing Estimates?

Send BAY an email: emily@bay.tax

Ask for our “Listing Estimate” and send us the address

Case Study:

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