Precision Bookkeeping for Real Estate, Cannabis & Crypto
NextGen Books and Tax is dedicated to delivering personalized bookkeeping and tax strategies tailored to cutting-edge industries. Our mission is to empower clients with legal tax advantages and seamless IRS compliance through innovative automation, ensuring financial clarity and sustainable growth.
We specialize in challenging, high-demand industries like:
- Real Estate
- Cannabis
- Cryptocurrency & Blockchain
We chose these industries because they’re some of the toughest out there—highly regulated, fast-moving, and constantly evolving. We love tough challenges, and we’re passionate about helping businesses in complex spaces stay compliant, profitable, and ahead of the curve.
While these are our focus areas, we proudly work with all types of businesses, bringing the same level of commitment, precision, and strategy to every client relationship.
🚀 Meet Our Superhero Here
Say hello to the powerhouse behind your financial success—our expert who transforms tax complexity into clarity and gives your business the confidence to grow.
Which industries do you specialize in?
We focus on Real Estate, Cannabis, and Cryptocurrency sectors to deliver expert financial solutions.
How does automated IRS compliance work?
Our system continuously monitors regulations, ensuring your filings are accurate and timely.
Can you help with legal tax advantages?
Yes, we identify and apply tax strategies designed to maximize your savings within the law.
What makes you different from other tax professionals?
I combine practical tax filing experience with deeper advisory skills — like S corporation planning, partnership allocations, and multi-state tax strategies. Unlike many preparers who just “fill forms,” I focus on helping clients legally minimize taxes, improve cash flow, and understand the numbers driving their busine
👥 Clients We Served
At NextGen Books and Tax Services,
We have had the privilege of serving a diverse range of U.S. clients, from independent consultants and freelancers to family-owned small businesses, medical professionals, real estate investors, and even cannabis industry entrepreneurs. For consulting firms and solo contractors, we’ve managed bookkeeping, quarterly taxes, and S-corp payroll planning to help maximize tax savings. Family-owned businesses have relied on us to restructure owner compensation, optimize deductions, and keep their books audit-ready. In the cannabis sector, we’ve provided specialized guidance on navigating the complexities of IRC 280E and state compliance, ensuring they claim every allowable deduction. Real estate investors have trusted us for 1031 exchange planning, depreciation schedules, and passive activity loss tracking, while doctors and healthcare professionals have turned to us for accurate dual income reporting and retirement tax strategies. Whether it’s an entrepreneur just starting out with $80K in annual revenue or a growing S-corp crossing $600K+, we’ve consistently delivered peace of mind, proactive planning, and the assurance of working with a trusted advisor who understands their unique financial challenges.
188
Accurate Bookkeeping
350
Automated Compliance
420
Legal Tax Advantages
💡 Are We Infused with the One Big Beautiful Bill (OBBB) Act?
Yes — absolutely! At NextGen Books & Tax, we don’t just keep up with new tax laws, we stay ahead of them. The One Big Beautiful Bill Act is reshaping how 2025 tax returns will look, and we are already integrating its provisions into our tax planning strategies.
For our clients, this means:
• Early awareness of how the OBBB Act affects deductions, credits, and compliance.
• Proactive adjustments to tax planning so you benefit from the changes — not get surprised by them.
• Continuous updates, so as the IRS and states release new guidance, your business remains one step ahead.
Why its important for Client to know about OBBB Act ?
We don’t just react to tax changes — we stay ahead of them. Your tax strategy should evolve with the law, not after the fact. That’s why we weave the latest legislation, including the One Big Beautiful Bill (OBBB) Act, into every stage of our process. The OBBB Act is set to reshape deductions, credits, and compliance rules for 2025 and beyond, and understanding it early can mean the difference between saving thousands or paying unexpected tax bills. By keeping you aligned with these changes before they take effect, we give you clarity in planning, confidence in compliance, and the peace of mind that your finances are always positioned for the smartest possible outcome.