Custom Tax Strategy for Real Estate Investors — Backed by Clarity, Built for Results
Reduce your potential tax liability and take control of your finances with a fully customized tax plan — tailored for your real estate business.
What Is the Smart Track Tax Plan?
It’s Not Just a Tax Plan — It’s Your Personalized Financial Roadmap
The Smart Track Tax Plan is a fully tailored, strategic tax solution designed to reduce your potential tax liability and support the growth of your real estate business.
This is not a one-size-fits-all service — it’s a personalized plan built from a deep understanding of your financial situation, investment structure, and long-term goals.
You’ll walk away with:
A customized and tailored tax strategy to reduce your tax burden.
Each tax strategy is custom-built around your real numbers, investment goals, current investment holdings ,and business structure.
Techniques and structures refined over 10+ years of tax experience
A clear roadmap showing options and outcomes
Scheduled check-ins to ensure proper implementation
Note: Pricing is customized based on the complexity of your situation. All plans begin with a Financial Review to assess needs, opportunities, and next steps.
What You Can Expect From the Plan
Strategic, Customized, and Action-Oriented
In-depth analysis of your current tax setup
Creative, legal strategies tailored to your entity type and goals
Clear presentation of each option — with pros, cons, and tax impact
An implementation roadmap you can follow or have us execute
Regular meetings to monitor progress and stay on track
How the Smart Track Process Works
Built on Analysis, Delivered With Accountability
Step-by-Step Flow:
Start With a $2,000 Financial Review: A comprehensive analysis of your tax returns and financial structure.
Evaluate Tax Planning Potential: You’ll assess the findings from the financial review to determine whether investing in a full-blown tax plan is worthwhile based on potential tax savings.
Discovery Call With Jason Malabute, CPA: Align on goals and gather the necessary context.
Submit Key Documents: We'll guide you through what we need for a full review.
Receive Your Smart Track Tax Roadmap: We'll walk you through your options, strategies, and outcomes.
Implement & Optimize: If you proceed, we’ll hold regular check-ins to ensure the plan is followed through properly and on time.
Why Clients Love the Process
You’ll Walk Away With More Than Just a Plan
Clients who complete the Financial Review often say they feel more:
Educated and empowered
Proactive instead of reactive
In control of their financial future
Even if you decide not to move forward with a full tax plan, you’ll leave with a high-level understanding of where you stand — and a clear list of actions you can take on your own or with your current team.
I finally feel like someone actually understands my situation. Jason's review helped me uncover over $15,000 in tax-saving opportunities. Highly recommend.
— Real Estate Investor, California
Why Work With Jason Malabute
Meet Jason Malabute, CPA
Jason Malabute is a licensed CPA with over a decade of experience helping real estate investors reduce tax liabilities, optimize their financial systems, and grow confidently. He brings deep technical knowledge, a personal approach, and proven systems to every tax strategy he builds.
Learn more at realestatetaxpro.com
Ready to stop overpaying and start optimizing your tax strategy?
MALABUTE & COMPANY CPAs
Copyright 2025 | All Rights Reserved
Office: GLENDALE, CA
Call (818) 726-2865
Email: [email protected]
