Specialty Tax Advisors, Inc
Specialty Tax Advisors, Inc

Specialty Tax Advisors, Inc

Offers remote services
Offers remote services
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Introduction: Preferred Trusted Advisor for Real Estate Professionals and High Net Worth Individuals offering Tax and Financial Planning Services, Transaction Advisory Services, Wealth Advisory Services, Outsourced Accounting, Tax Credits and Incentives, Generational Wealth Transfer, and State and Local Tax.

Serves Newport Beach, CA

6 employees

8 years in business

Payment methods

Apple Pay, Cash, Check, Venmo, Zelle

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Customers rated this pro highly for value, work quality, and responsiveness.


3 reviews


Bruce C.

Mark did a great job for us on two properties. He coordinated his work with my CPA and completed both jobs in a timely manner. Would definitely recommend him!
Jan 21, 2021
Lance T.

We heard about Mark at Specialty Tax Advisors from a Fourplex Investment Group (FIG) Webinar. The FIG lead had a cost segregation study performed on his fourplex and the results made it barely worthwhile. Mark redid the study using a much more detailed analysis and produced a tax benefit. He also did an Energy Study to generate a tax credit. He is also familiar with converting your real estate sale to an installment sale to reduce taxes. He is the best tax person we are aware of and we recommend him highly!
Jan 12, 2021
Sam L.

They recently helped us with a 45L energy efficiency tax certification. They partnered with our developers to gather all the data they needed, and took care of everything behind the scenes. Their fees were very fair, and will provide us an ROI of over 500%. Thank you!
Jan 12, 2021


  • What is your typical process for working with a new customer?

    Introductory process includes no cost tax planning analysis and proposal.

  • What education and/or training do you have that relates to your work?

    Stanford University BA Economics University of Southern California MBA - Accounting University of Southern California Guest Lecturer Masters Business Taxation KPMG and top 100 CPA firms

  • How did you get started doing this type of work?

    Began my career at KPMG in 1990 Tax Department

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