Value Creation and Wealth Preservation

Turning tax liabilities into tax opportunities

At Tax Alpha Companies, our mission is to defer or reduce the capital gains tax burden for commercial and investment property sellers.

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Real estate transactions:
ELEVATED

Tax Alpha Companies was created to address a glaring missed opportunity that plagues virtually every real estate transaction: the failure to capitalize on potentially significant tax savings. Tax Alpha Companies' team of experienced industry professionals is a proven and trusted resource for sellers, attorneys, CPAs, title companies and other real estate service companies, leveraging proven transactional expertise and value-driven insights to achieve better, smarter, more tax-advantaged outcomes. An education-first mindset elevates a purely transactional process to a higher level of service and savings. Consistent value creation and wealth preservation: that is the Tax Alpha Companies solution.

Real-estate

Why work with us?

Beyond brand equity

For title companies and real estate service providers, the value proposition is clear and compelling. Tax Alpha Companies' work yields more educated clients who can keep more of their money. In a business where processing efficiency and volume are priorities, adding value to taxed sellers presents an opportunity for a defining competitive advantage.

Service-driven solutions

The Tax Alpha Companies team includes experienced CPAs and title attorneys: professionals with deep subject matter expertise who understand transactional mechanics and have a long and demonstrated track record of identifying and solving problems—finding ways to save money and create value in real estate transactions.

Closing the gap

In the complex dynamics of real estate transactions, there is typically little-to-no coordination between title and real estate professionals and the attorneys, CPAs, and tax and other financial professionals advising sellers. Tax Alpha Companies closes that gap, addressing that flawed system with a comprehensive approach that leaves no money on the table.

Get in touch for tax-advantaged outcomes

Matt Chancey, Ross Brannon, Johnny Borrelli, Jimmy Nelson and Jacob Harvey are Registered Representatives of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC. 1201 N. Orange St., Suite 729, Wilmington, DE 19801.

Realta Wealth is a trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies.

813-565-OTAX

200 N. Pierce Street, Suite 2A-202
Tampa, FL 33602
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