Real File CPA
About Real File CPA
A lot of places can do tax returns, but serious real estate investors know they need more than that. They need expert advisory services to make strategic business and investment decisions. With over 70 years of combined experience among our 3 senior accountants, Real File CPA provides clients with the right advisory to ensure they are always structured efficiently, thereby paying the least possible tax, maximizing profits, and protecting their assets.
We Help Different Businesses Grow
Winning at Investing is as Simple as 1, 2, 3
Our Real Estate Tax Structure Will Save You up to 316.7%
The improper set-up of your Canadian real estate investment can result in you paying 38% in tax (316.7% more) instead of 12% – ouch!
We have two former CRA auditors on staff, which ensures we’ll do our best to save every DAMN penny from going to the CRA while mitigating audit risk so that you can SLEEP well every night.
Getting You Loans & Investors – Fast
The best way to attract investors and capital lenders is through accurate, up-to-date, 3rd-party-verified financials.
Using cloud accounting software, we’ll have your financial information accurate and updated daily, making it easy for investors to contribute and lenders to give you the capital you need for your investments – fast.
Your Questions Answered Immediately, 24/7, 365
As our client, we’ll be available to you 24 hours a day, 365 days a year, so you’ll get ANSWERS immediately when you need them for a lender, investor, deal closing or your business planning.
Here’s my phone (647) 499-3939. Now you can give me a call right away, I’ll answer YOUR real estate investment QUESTIONS IMMEDIATELY.
Real File CPA
Does this sound like your current tax situation?
“I’m so TIRED of seeing all this money going to the CRA!!
But I see how “the rich” are protecting their assets
My accountant says
“it’s just how it is”.
AND I KNOW
There’s something better we can be doing!
Here’s my phone (647) 499-3939. Now you can give me a call right away, I’ll answer YOUR real estate investment QUESTIONS IMMEDIATELY.
“We’ll keep your hard-earned money from going to the CRA because real estate tax minimization is what we do
ALL DAY, EVERYDAY – even while we SLEEP!”
“ For 25 years I’ve looked for Accounting Professionals that understood our business and could offer the best tax advice,I found it with Real File. ”
George Le Donne
Ledgemark Homes | President
Dave Puotinen
Real File Partner & Tax Manager
As Featured in Canadian Real Estate Wealth
“ The right Canadian real estate corporate structure considers asset protection, risk mitigation, makes it easy for investors to contribute, meets mortgage requirements, allows for the use of RRSP/TFSAs, and long-term wealth building strategies. ”
Real File CPA
Former CRA Auditors On Your Side
“ My passion for the last 26 years is to help our investor, developer and construction clients minimize their tax and grow into prosperous REITs.
Having started my career in corporate tax at Deloitte, I quickly realized I wanted to work one-on-one with entrepreneurs and business Owners to help them realize their full potential. My close friend Dave Puotinen (on the left) and I formed Real File for this very reason.
My expertise combined with Dave’s experience as a former Criminal Tax Investigator for the CRA, allows us to full advantage of the deductions from the Canadian tax code while mitigating the risk of a CRA audit or review. This gives peace of mind to our clients, knowing that if CRA does come knocking, they’re got former CRA Auditors to fiercely defend them.
On behalf of our family at Real File, I look forward to working with you to grow your real estate investment. “
Allen Ming, CPA B.Com.
Real FilePrincipal Partner
100+ YEARS OF COMBINED EXPERIENCE
Meet Our Team
Our team of experienced accountants is here to help you.
GROUP LEADER, REPORTING
Allen Ming
Allen began his accounting career in corporate audit at Deloitte & Touche nearly 3 decades ago. In addition to being availalble 7 days a week to provide support and answer questions for clients, Allen tutors over 200 business students a year at the University of Toronto.
BUSINESS LEADER AND TAX GROUP MANAGER
David Puotinen
David is the firm’s go-to person on tax matters. He brings 14 years of experience as a criminal investigator, forensic auditor, and training lead for Net Worth Assessments at the Canada Revenue Agency, and another 10 years of experience in Public Practice.
David advises clients in complex areas like trusts, rollovers, corporate structuring, and cross border taxation.
SME, ESTATES AND CORPORATE TAX
Belford E. Voegelin
Although he started his career as a professional engineer, Bel Voegelin decided that being a Chartered Accountant was what he’d rather do. With a career nearing 40 years at firms such as KPMG and Pete Marwick, and in industry as a certified information systems auditor, Bel is inarguably one of the wisest accountants in the country when it comes to tax accounting for real estate investors. And as you’d expect from an engineer at heart, Real File CPA clients get a very thorough, mathematical analysis from Bel whenever there are pertinent tax issues.
SENIOR ACCOUNTANT
Vincent Esporlas
US ENROLLED AGENT
Abroni Quansah
SENIOR CPA
Johnny Ardizzi
SENIOR CPA
Jivanne Foster
SENIOR CPA
Jaric Justo
CLIENT MANAGER
Gary Edge
BOOKKEEPER
Anu Kiruparajah
BOOKKEEPER
Veronica Fiorentino
BOOKKEEPER
Alex Puotinen
OFFICE ADMINISTRATOR
Amy Chen
COMPLIANCE LEADER, CANADA AND US
Angel Chu
ADDING VALUE
Building Trust Through Exceptional Real Estate Accounting
Real File CPA brings a rich history of providing top-notch real estate accounting services. Our values revolve around integrity, accuracy, and client satisfaction. We are committed to delivering exceptional results and building long-lasting relationships with our clients.
What We Do Best
Solutions customized to meet your needs
Real File CPA is a cloud-based advisory firm. We specialize in offering accounting and tax solutions to real estate investors, contractors, developers, and small to medium-sized enterprises.
Our dedicated client managers will take the time to understand the issues and challenges you face. We will then unite you with CPA service providers who will deliver the professional expertise you can trust.
Unlike traditional brick and mortar firms, Real File CPA meets you on your terms, where you are. We know that your time can be better spent rather than driving through traffic to meet with your bookkeeper or accountant every month!
Now that’s stretching way beyond average.
Our Pricing
Transparent. Honest. Surprise-free
Our lower fee structure leverages technology and cloud-based applications, virtual office space, and a team-based approach. This helps us service you with lower costs and improved efficiency. Our clients and accountants spend more time on strategy and implementation rather than manual record-keeping and compliance paperwork.
We believe in retiring the model of retainers, upfront fees, hidden costs and disbursements. That’s why every Real File client receives a complete quote for services at the very beginning. Our clients never get surprises later. The Real File CPA pricing structure is always quoted as a monthly fee, with no contract, so you can cancel at any time.
A lot of our clients start with no idea what they are even looking for when it comes to their real estate or business accounting. This is why we begin with a full assessment, free of charge. Our assessment helps you to identify your needs, and shows you how we can help. It includes:
- A demonstration of super easy-to-use apps like Receipt Bank
- You can simply take a picture of a receipt
- And upload it directly to your accounting records
- As well as answers to any particular tax or accounting questions
Later, we will prepare a pricing quote with a detailed description of the services we can offer, usually with three levels to choose from.
Book a Canadian Real Estate Tax-Saving Consult Right NOW!
Are you looking to grow your real estate investment and listen to new and better ideas? Then you have come to the right place! Real File CPA is your trusted real estate accountant.
During our initial consultation, we’ll review your immediate needs and provide a course of action with a fixed-fee quote (no surprise bills here). Call us at +1 (647) 499-3939 or book online.