About Us

Powered by tax-advantaged investment strategies

Our purpose is simple: we help you and your business lower your tax bill.

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Tax Alpha Companies was founded in 2023. Tax Alpha Companies is powered by the tax-advantaged investment strategies that Forbes Columnist Matt Chancey has used with clients for almost two decades with one goal in mind: to defer or reduce the capital gains tax burden for commercial and investment property sellers. Since its origins almost 20 years ago, Tax Alpha Companies has facilitated over $1 billion in real estate and energy transactions that have resulted in tens of millions of tax dollars saved for sellers of highly appreciated real estate.

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We help clients navigate pressing financial questions

Are there strategies to make the income tax-advantaged?

Yes, often private partnerships provide tax-advantaged income through mechanisms such as cost segregation studies, accelerated depreciation or depletion. It is best to have a conversation with a member of the Tax Alpha team or a professional in your financial life to better understand these concepts.

How does a seller determine the fair market value of the property they want to sell?

The best way to determine fair market value is to have an independent appraisal performed prior to listing a property. Experience has taught the Tax Alpha team that this process not only helps the seller understand the value of their asset but saves time by attracting real offers they are able to consider.

Once the property sells, how can investors find another property for reinvestment that will pass due diligence and financial underwriting?

The most important factor if a seller is wanting to defer taxes is to establish a relationship with a qualified intermediary. This step will give a seller time (45 days) to pursue replacement property options. The Tax Alpha team has several partners that are able to educate on due diligence and underwriting procedures.

How will sellers replace or enhance lost income from a real estate sale?

Replacing income is dependent on the goals and circumstances of the seller. The Tax Alpha team will spend time with sellers asking questions and learning about goals and investment preferences to develop a strategy that will meet the seller’s needs.

Tax Alpha Companies connects sellers of investment and commercial real estate to the resources and information necessary for them to make the most educated and informed decisions about their property. Our experienced team works directly with sellers and their advisors throughout the sale process to achieve better, smarter and more tax-advantaged outcomes.

Commercial real estate sales can often come with millions of dollars in fees, capital gains and other government taxes that are avoidable with proper planning and reallocation of capital. For example, it’s not uncommon for an unprepared seller to lose 20-30% of the value of their real estate to transaction fees and taxes. Many sellers can become frustrated with the reinvestment process and may be tempted to deposit that money in the bank. But a wiser move would be to redeploy the capital from the sale into other useful assets that will grow in value and generate income while avoiding a hefty tax bill from the IRS.

At Tax Alpha Companies, creative solutions are our expertise. We know that very few people build — or sell — their real estate portfolio alone. It takes a team of trusted professionals: brokers, CPAs, attorneys, financial advisors, business partners and much more. That’s why we’re here.

If you’re ready to realize tax-advantaged outcomes, get in touch with us today.

Get in touch for tax-advantaged outcomes