Client/Accountant Privilege
Internal Revenue Code Section 7525 establishes an accountant-client privilege. The accountant-client privilege provides a privilege concerning tax advice in the form of confidential communications between Client, the taxpayer, and Messari Group, Ltd, a federally authorized tax practitioner. Privilege may be asserted in any noncriminal tax matter before the IRS and proceeding in Federal court with respect to such tax matter. Client is solely responsible for identifying, notifying Messari Group, Ltd of Client’s intent to invoke the privilege, and maintenance of the privilege.
Tax
We don’t just fill out a tax form, our goal is to reduce your tax burden and be your defense against an IRS audit. That means we take a holistic approach in understanding your financial position and how it applies to the tax code.
- Estimate Taxes
- Tax research
- Tax planning
- Tax preparation
Client Advisory
A year long journey that ends with the filing of a tax return. It starts by making sure the accounting is correct and continues through the year by generating financials, estimating taxes, overseeing the bookkeeping, and audit representation.
- Accountant
- Controller
- CFO
- CPA
Property Management Accounting
Unlike the property manager, the property accountant has tax responsibilities that can include multiple states and jurisdictions. Staying on top of the tax code and ensuring you are compliant is our top mission.
- AirBnB
- VRBO
- Long term leases
- The sharing economy (Uber & Lyft)
Professional, Kind and Trustworthy
“I enjoyed working with Messari Group, LTD. Ms. Polk was able to assist me after a bad experience with another accounting firm. She took the time to meet with me and explain her company’s process used to do taxes. She then was able to complete my taxes in a timely manner, contacting me for additional information as needed via phone and email. Once completed, she met with me and took the time to go over every part of the tax form explaining and answering any questions I had. I found her to be very professional, kind, and trustworthy. I would highly recommend using Messari Group, LTD in the future.”
Laura Archuleta
Above and Beyond Accounting Services
“Robert is an absolute professional and a pleasure to work with. When I started working with Robert he not only was able to save me more money on my taxes than what my previous accountant said they could, he acted as a strategic advisor and brought considerations to my attention that I had completely missed or not thought about. He goes above and beyond and has extensive experience helping real estate investors like myself. I would recommend Robert to anyone with zero reservation.
David Bandler
Quick and Responsive Communication
“We were referred to Robert & Gina after we purchased a VRBO out of state last year. They have provided the utmost professionalism and guidance in our endeavor, not to mention the training in Quickbooks! They are quick to respond and consistently check in to ensure everything is running smoothly. We look forward to a long relationship with the Messari Group.”
Jacquelyn Ranisate
Get your Business on Track
“I have worked with Messari group via several businesses and they are very professional. They helped us get one of our businesses on track after we were just getting things off the ground. They are always prompt to respond to emails and very easy to set up meetings with.”
Jonathan Baker
Always on Hand
“When there was a death in my family, I found myself having to handle selling a house from 2,000 mikes away. It was a very emotional and stressful time, but once Gina took over she handled all of the details from cleaning to researching out contractors and getting things fixed. She made a difficult situation easier to handle. We were in touch almost on a daily basis for about 5 months. I can’t thank her enough for the extra effort that she took and for keeping me informed every step of the way.”
Catherine Chapman
Simplify Works
“I am beyond thrilled that I found their contact information in a real estate group on Facebook. Robert has worked hard and very closely with me to make sure I’m familiar with the new bookkeeping tools and methods he’s introduced me to. From the first onboarding session, he’s done everything he can to make sure I’m able to use them confidently and effectively. He’s made sure to have a clear understanding of how my business works, and helped me to clarify/simplify a few aspects as well. At this point, I don’t know how I was doing it any other way before.
Working with the Messari Group has saved me personally dozens of hours of effort in just a few months, and saved me from making some very costly mistakes when keeping my books in order.
Thanks guys”
Raymond Willett
Patient and Knowledgeable
“I wish I could give the Messari Group 10 stars! Robert and Gina are both so kind, patient and very knowledgeable. I have a small business and Robert went above and beyond to make sure I was set up correctly with payroll, tax forms and accounts. They guide you through each step. I love working with them and I highly recommend any of their services!”
Sadie Anderson
Provide Advice
“I contacted The Messari Group with some specific questions about real estate / taxes and Gina was extremely kind and helpful. She spent close to an hour with me on the phone immediately, taking time to understand my situation and provide advice.”
Joey T
Help in Multiple Ways
“The Messari Group is very professional, thorough, and personable. Gina has helped me in multiple ways from house sales, taxes and emotional support.”
Soni Spencer
100% Recomend
“Gina is awesome. She’s professional and thorough whether you need tax help or a home. I recommend her 100%.”
Glenda Beckman