Realm Business & Tax Advisory

Tax Preparation/Planning, Bookkeeping and CFO Services for Small Business & Startups

Tech forward, modern accounting firm!

[Roger DaSilva @RogerDaSilva1]

Retirement isn’t just about having enough💵

It’s about keeping more of what you’ve built

Social Security, Roth conversions, RMDs, healthcare, withdrawals, real estate & estate planning all affect the outcome

Plan before opportunities pass
https://t.co/iMICLKyYqB #TaxPlanning

[Roger DaSilva @RogerDaSilva1]

Key retirement planning questions include:
✔️ When should you claim Social Security?
✔️ How will healthcare costs and Medicare premiums affect your cash flow?
✔️ Should Roth conversions be considered before RMDs begin?
✔️ Which accounts should you draw from first in retirement?

[Roger DaSilva @RogerDaSilva1]

The reality is that retirement planning is no longer just an investment strategy-it's a:
•Tax strategy
•Income strategy
•Healthcare strategy
•Estate planning strategy
•Wealth preservation strategy

[Realm Business & Tax Advisory @Realm_Tax]

If retirement is within the next 5–10 years, now is the time to start asking better questions
📞Schedule a consultation with Realm Tax to discuss how proactive retirement tax planning can support your long-term goals
https://t.co/lcG2xmj3Py #RetirementPlanning #TaxPlanning

[Roger DaSilva @RogerDaSilva1]

The reality is that retirement planning is no longer just an investment strategy-it's a:
•Tax strategy
•Income strategy
•Healthcare strategy
•Estate planning strategy
•Wealth preservation strategy

[Roger DaSilva @RogerDaSilva1]

6 days until the #LoveLikeDani fundraiser at @LAaleworks Hermosa Beach!

Over $110k raised so far to help w medical expenses for surgeries due to glioblastoma.

Thanks to those that donated 💵 or 🎁 for raffle!

If you can, pls donate
https://t.co/6Yh7qMWHpg

[Roger DaSilva @RogerDaSilva1]

We are OVER $100k donated 🎉

Want to get to at least $150k by the fundraiser on 6/16 @LAaleworks Hermosa Beach

If you can come would love to see you. If not please donate

[Realm Business & Tax Advisory @Realm_Tax]

@SMorrison_ @realm_tax can help with setting up an LLC and tax planning to save on what these kids will pay for taxes

[Realm Business & Tax Advisory @Realm_Tax]

Please help if you can - come by, donate

[Roger DaSilva @RogerDaSilva1]

Pls help a local Hermosa Beach mom having 3rd brain surgery for glioblastoma.

We are having a fundraiser @LAaleworks Hermosa on 6/16
🎟️https://t.co/kAmNPBtePS

💵https://t.co/6Yh7qMWHpg

TON of great 🎁donated by @LAKings @uncorkedhermosa @WestdriftHotel @Barans2239
PLS RT!

[Realm Business & Tax Advisory @Realm_Tax]

⏳We're halfway through the year. The question isn't whether you'll owe taxes, it's whether you're still in a position to influence the outcome.

One of the biggest misconceptions we see among successful individuals & business owners is that tax planning happens during tax season

[Realm Business & Tax Advisory @Realm_Tax]

A mid-yr review can help identify potential tax exposures, improve cash flow forecasting, and uncover strategies that support your long-term financial goals. The most successful taxpayers don't wait until April to understand their tax situation. They plan for it throughout the yr

[Realm Business & Tax Advisory @Realm_Tax]

⏳We're halfway through the year. The question isn't whether you'll owe taxes, it's whether you're still in a position to influence the outcome.

One of the biggest misconceptions we see among successful individuals & business owners is that tax planning happens during tax season

[Realm Business & Tax Advisory @Realm_Tax]

🔄 Major life transitions, including marriage, divorce, retirement, or relocation The goal isn't simply reducing taxes. 🎯 The goal is making informed decisions before year-end, when more planning opportunities remain available.

[Realm Business & Tax Advisory @Realm_Tax]

CA business owners 6/15 matters
Own a profitable S corp or partnership?
CA PTE elective tax may turn a state tax payment into a federal tax deduction at the entity level, with a CA credit to the owner
1st yr PTE? A $1000 payment is all you need
Get in touch realm tax . Com

[Realm Business & Tax Advisory @Realm_Tax]

@realm_tax helps business owners, real estate investors w monthly accounting, cleanup of books, tax planning and CFO advisory

https://t.co/xVXvZZMGQG

[Realm Business & Tax Advisory @Realm_Tax]

Tax Season is over. Planning Season is not

Now is a great time to clean up books, review cash flow, get ahead of 2026 tax planning

Clean books means fewer surprises later

PTE, Cost Seg, Real Estate planning

#tax planning #accounting

[Roger DaSilva @RogerDaSilva1]

@matt_gottshall Love this philosophy and I am starting to research adding these services to @realm_tax clients

[Roger DaSilva @RogerDaSilva1]

Really proud of the @Realm_Tax website and the hard work that went into it.

Check it out and get in touch if you’re looking for help with anything tax or accounting related!