Smarter Tax. Smart Real Estate. One Advisory Partner.
We help owners, investors, and growing businesses keep more of what they earn—through proactive tax planning, precise bookkeeping, cost segregation, transaction advisory, and licensed realty brokerage.
Trusted by founders, executives, and family offices nationwide
Strategic Guidance Across Tax, Accounting & Real Estate
Every engagement is led directly by senior advisors equipped with modern cloud analytics to protect and grow enterprise value.
Bookkeeping Services
Accurate, always-on financial records maintained by dedicated bookkeeping specialists. We reconcile, categorize, and deliver clean monthly statements that owners and lenders trust.
Tax Preparation
Precise, audit-ready federal and state returns for individuals, partnerships, and corporations. We file accurately and on time while capturing every deduction your prior preparer overlooked.
Cost Segregation Studies
Engineering-based studies that reclassify real property components into shorter depreciation lives—accelerating deductions and freeing up significant cash for property owners and investors.
Tax Planning
Forward-looking, year-round strategy that projects liability before it happens. We model entity structure, timing, and deductions to minimize what you legally owe.
Mergers & Acquisitions
Buy-side and sell-side advisory that protects deal value. From target identification to closing, we manage structure, diligence, and tax-efficient transaction design.
Realty Advisory & Brokerage
Licensed real estate brokerage services that align property decisions with your tax and financial strategy. Acquisition, disposition, and investment guidance under one roof.
Calculate Your Uncaptured Tax Savings
Most business owners overpay federal and state taxes by 15% to 30% each fiscal year due to passive, uncoordinated tax filing. Our advisory team models structural deductions before year-end.
Estimate Annual Strategic Deductions
Based on optimized entity payroll distributions, retirement shields, and Section 179 allocations.
"Carrington Phillips ran a cost segregation study on our portfolio and restructured our entities ahead of a major acquisition—unlocking $420,000 in accelerated deductions in a single year."
Why High-Growth Companies Switch to Our Advisory Practice
Traditional accountants are reactive—calling once a year to tally what you owe. We operate as your integrated strategic advisory team across tax, accounting, and real estate.
Proactive, Not Annual
We don't just call you in April. We convene quarterly strategic sessions to rebalance deductions, model liability, and execute cost segregation before year-end.
Dedicated Senior Advisors
No junior hand-offs. You're paired with a senior advisor who understands your industry and stays with you across every engagement.
Real-Time Cloud Dashboards
Always-on visibility into cash flow, margins, estimated tax liability, and real estate holdings through your secure client portal.
Integrated Tax & Realty
Tax strategy and real estate decisions in one place. Cost segregation, 1031 exchanges, and brokerage guidance aligned to your financial plan.
Tangible Financial Outcomes
Real results achieved for clients across software, real estate, and logistics.
Multi-Entity Restructure Saves $310K Annually
Reorganized a growing software company into a multi-entity structure, optimizing pass-through deductions and shielding owners from self-employment tax.
Cost Segregation Accelerates $540K in Deductions
An engineering study reclassified a newly acquired multifamily portfolio, accelerating depreciation and freeing $540,000 in deductible losses in year one.
M&A Structured to Defer $420K in Taxable Gain
Advised a logistics group through an acquisition, structuring the purchase allocation to defer $420,000 in taxable gain and brokering the sale of surplus real estate.
Frequently Asked Questions
Everything you need to know about partnering with Carrington Phillips.
Ready to Take Control of Your Tax Strategy & Real Estate?
Reserve a 30-minute strategic consultation with our senior advisors. We'll identify immediate tax savings and outline a clear path forward.