Years of experience: 20

Sport FanITInterior DesignerSales & BizDev🐦 DesignConsulting

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Preet's Career Path
Head of Business DevelopmentSep. 2024 -
Present
Veritax Advisors LLCHead of Business Development
As the Head of Business Development, I lead the strategy, planning, and execution of growth initiatives, focusing on expanding our market presence and driving revenue growth. My key responsibilities include identifying new business opportunities, fostering strategic partnerships, and developing long-term client relationships. I collaborate closely with cross-functional teams—such as sales, ma...
Specialty Tax ConsultantJan. 2024 -
Sep. 2024
Veritax Advisors LLCSpecialty Tax Consultant
FounderJan. 2023 -
Present
Realm AdvisorsFounder
United StatesREALM: Redefining Real Estate as a Premier Investment Asset At REALM, we believe real estate should be a leading asset class for investors—offering stability, tax efficiency, and long-term wealth creation. By leveraging data-driven insights, strategic tax advantages, and cutting-edge technology, we empower our clients to protect and grow their capital in a rapidly evolving market.

Preet's Posts

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    How I can help you

    Specializing in reducing high tax bills for real estate investments by leveraging cost segregation strategies. With a deep understanding of both commercial and residential sectors, I offer tailored solutions to maximize tax savings.

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    People I am looking for

    Looking to partner with: - High net worth individuals - Real estate investors seeking tax optimization - Clients aiming to maximize investment returns

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    Experience & Cases

    Achievements include: - $1M tax write-off for Client A - Eliminated W2 tax burden for Client B - Unlocked $500K for Client C Clients: All private investors

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    How to contact

No responses yet
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    About

    I manage all facets of my flourishing real estate tax advisory firm, with assistance from a virtual assistant who supports project progression and sales administration. Our focus is on cost segregation studies and expanding into short-term rental consulting.

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    What you need to succeed

    I'm searching for a co-founder who complements my skills, particularly someone adept in finance and accounting. This person will oversee daily operations, ensuring smooth functioning, while I concentrate on expanding our business. Expertise in accounting, operations, and administration is essential.

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    Additional Slide

    The ideal partner will be strategic and detail-oriented, ensuring seamless daily operations. As I focus on business growth, this co-founder will handle financial management, operational efficiency, and administrative excellence, playing a crucial role in our ambitious expansion plans.

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    How to contact

EZ
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