Tax Strategy Built
for Real Estate

Investors & Hosts

From Airbnb & VRBO hosts to large-scale real estate investors, Surge delivers proactive tax advisory and accounting that protects your wealth and maximizes every deduction, legally.

$102.8M+

Tax Savings Unlocked

400+

Real Estate Clients

14+

Years of Expertise

98%

Client Retention Rate

Areas of Expertise
Short-Term Rental Tax Strategy Cost Segregation Studies STR Loophole Optimization 1031 Exchange Advisory Real Estate Professional Status Entity Structuring Passive Loss Strategies Airbnb & VRBO Tax Compliance

What We Do ⸺

Full-Spectrum Tax & Accounting for Property Investors

Whether you own one Airbnb or a portfolio of 50+ doors, Surge provides the specialized expertise most CPA firms simply don't have, tailored for short-term rentals and real estate investors.

01 — Core Service

Short-Term Rental Tax Advisory

Unlock the STR tax loophole, qualify for material participation, and offset active income with rental losses. We know every lever that applies to your Airbnb or VRBO property.

STR Specialist
02 — Core Service

Real Estate Investor Accounting

Comprehensive bookkeeping, financial statements, and tax returns tailored to real estate portfolios — LLCs, S-Corps, partnerships, and everything in between.

Investor-Focused
03 — Core Service

Cost Segregation Studies

Accelerate depreciation schedules to generate massive first-year deductions. Our cost seg studies routinely create $50K–$300K+ in tax savings for qualifying properties.

High ROI
04 — Core Service

Entity Structure & Planning

LLC, S-Corp, or C-Corp? We design the optimal holding structure for your portfolio to protect assets, minimize self-employment tax, and position you for scale.

Strategic Planning
05 — Core Service

1031 Exchange Advisory

Defer capital gains indefinitely through strategic 1031 exchanges. We guide you from identification to closing — protecting your equity through every transaction.

Tax Deferral
06 — Core Service

Tax Compliance & Filing

Federal, state, and local tax preparation and filing for individuals, LLCs, and corporations — with year-round support and proactive quarterly planning built in.

Year-Round Support

STR Tax Loophole ⸺

Most STR Hosts Overpay Taxes by Tens of Thousands

The Short-Term Rental Loophole is one of the most powerful, and least-understood, provisions in the tax code. If you qualify, it can eliminate your entire W-2 tax liability. Most accountants don't know it exists.

Material Participation Qualification

We analyze your activity hours and help you meet IRS thresholds to unlock non-passive treatment of rental losses.

Active Income Offset Strategy

Turn depreciation and losses from your STR into a shield against your W-2 or business income, completely above board.

Bonus Depreciation & Cost Seg

Combine the STR loophole with cost segregation and bonus depreciation for maximum first-year deductions.

Sample STR Tax Analysis — Single Property
$87K Avg. First-Year Savings
Gross Rental Income $148,000
Operating Expenses − $42,000
Cost Segregation Depreciation − $96,000
Taxable STR Income $10,000
W-2 Income Offset − $86,000
Estimated Total Savings $34,400

*Illustrative example. Results vary based on individual circumstances. Assumes 32% federal tax bracket and qualifying material participation.

how it works ⸺

From First Call to Full Strategy, In 4 Steps

01
Free Discovery Call

We review your current situation, portfolio, and goals — no obligation, no jargon. Just clarity on what's possible.

02
Tax Opportunity Analysis

Our team runs a full analysis of your tax exposure, missed deductions, and savings potential — specific to your properties.

03
Custom Strategy Build

We design your personalized tax strategy: entity structure, depreciation plan, STR qualifications, and filing roadmap.

04
Ongoing Advisory & Filing

Year-round support, proactive quarterly reviews, and seamless tax filing. We're your financial co-pilot, always on.

Why Choose Surge ⸺

We're Not a General CPA Firm.

We're Your Competitive Edge.

Deep STR & Real Estate Specialization

We live and breathe short-term rental tax law. Our team stays current on IRS rulings, court cases, and regulatory changes that impact STR owners and real estate investors every single year.

Proactive, Not Reactive

We don't wait until April to find your deductions. Surge clients receive quarterly tax planning sessions, proactive alerts, and strategic pivots throughout the year to maximize savings.

Transparent, ROI-Focused Pricing

Our fees are positioned against the savings we generate, most clients see a 5x–20x return on investment. No surprise bills, no scope creep, no confusion.

Deep STR & Real Estate Specialization

Every position we take is documented and defensible. If the IRS ever comes calling, Surge stands beside you, we represent our clients before the IRS at no additional charge.

Portfolio Scalability Built In

Whether you're buying your first property or your 40th, Surge grows with you. Our systems and structures are designed to scale your portfolio efficiently without tax drag slowing you down.

Integrated Bookkeeping & Accounting

Tax strategy without clean books is guesswork. We offer end-to-end accounting services so your financial data is always accurate, current, and positioned for maximum deduction capture.

Stop Leaving Money on the Table.

Book your free 30-minute strategy call and discover exactly how much you could be saving with the right tax advisor in your corner.