Tax Strategy for Investors and Business Owners Who Are Done Overpaying

Planning-first tax advisory for established investors and business owners — built for real complexity, real income, and proactive decisions.

Led by Bill Bourbonnais, EA, CTS and Laura Bourbonnais, EA — specializing in real estate and entity-driven tax strategy.

Complete the short application below to request a strategy review.

Strategy Application

This brief application helps us determine fit and complexity before scheduling next steps.

Strategy engagements typically begin at $15,000+, depending on complexity.

Request a Strategy Review

First Name *

Last Name *

Email *

How did you hear about us? *

Which best describes you? *

Approximate annual income or business revenue *

Planning Factors (check all that apply)

Multiple rental properties

Short-Term Rentals (STR)

Flips, construction, or development activity

S Corporation or multiple entities

Partnerships / K-1s / Syndications

Multi-state activity

Commercial or mixed-use real estate

Self-Directed IRA (SDIRA) Activity

Payroll, employees, or contractor-heavy business

What are you primarily looking for? *

Are you comfortable investing $15,000+ in proactive tax planning if opportunities exist? *

When are you looking to implement changes? *

Anything we should know before reviewing your application?

Please verify your request. *

This is not for everyone.

We’re a fit if you:

Own multiple properties or run an established business

Want proactive planning, not reactive filing

Value expert guidance and implementation

Are prepared to invest in real strategy, not shortcuts

We’re not a fit if you’re looking for:

Tax return preparation only

Free advice or DIY tactics

Startup-level simplicity

A bargain-shop accountant

Most people don’t have a tax plan.
They have a tax return.

Filing tax returns just documents the outcome.
Planning shapes it.

Our work starts before the return is prepared - so you’re not leaving money on the table by default.

Our Planning-First Approach

1: Strategy Report
A customized tax strategy roadmap to identify missed opportunities and align decisions with your goals.

2: Advisory & Implementation
Ongoing guidance to execute the plan correctly as your business and investments evolve.

3: Compliance (Aligned to Strategy)
Accurate business and personal returns prepared with the strategy already in place.

What a Strategy Report Includes:

Entity + income structure review

Business entity strategy alignment

Real estate strategy alignment

Tax strategy roadmap

Implementation priorities

What happens after you apply

Steps

We review your application personally

If it looks like a fit, you’ll receive next steps by email

If not, we’ll let you know quickly and respectfully

Common Questions

Do you offer tax prep only?
No. Our clients engage us for planning and advisory. Compliance supports the strategy.

Is this a fit for brand-new startups or very simple returns?
Typically no. This is best suited for established business owners and active investors.

How soon will I hear back?
Most applications are reviewed within 1–2 business days.

If you’re serious about keeping more of what you earn, start here.

Complete the Strategy Application above to request a review.

Bourbonnais Tax Associates LLC
Your Real Estate Tax Pros™

@Bourbonnais Tax Associates LLC
PO Box 98116, Raleigh, North Carolina 27624
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