Tax and CFO Advisory Services for Real Estate and Construction.

- Results. Expertise. Integrity.

Tax & Advisory Services for Real Estate Investors, Construction Contractors, and Entrepreneurs. We help real estate investors, construction contractors, and business owners reduce taxes, maximize cash flow, and build generational wealth.

We slash taxes, stabilize cash flow, and help you build generational wealth. CPA + EA + real-world investors.

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Turning Financial Complexity into Clarity

Led by Frank Alcini, CPA, CGMA, CITP, CFE and Lori Alcini, EA, our firm specializes in proactive tax planning, business advisory, and IRS resolution services designed for high-performing clients nationwide.

Problems we solve:

• Surprise tax bills despite “doing everything right”

• Weak cash flow visibility (no job costing, no forecast)

• Entity structure and comp design costing 5–6 figures

• Years behind on filings or unresolved IRS notices

• Cash flow surprises

• Tax bills that blindside

• Uncertain project profitability

We turn financial complexity into clarity—so you can make confident decisions, protect wealth, and grow.

Tax Planning

Cost segregation, 1031 exchanges, REPS strategies, energy credits, SALT cap planning, and estate transfer strategies.

Minimize tax liabilities with custom strategies for your portfolio.

Optimize depreciation, deductions, and credits.

Fractional CFO Advisory

Job costing, cash flow forecasting, dashboards, ratio analysis, and strategic growth support for contractors and investors.

IRS Tax Resolution

Offers in Compromise, installment agreements, penalty abatements, non-filer cleanup, and audit defense nationwide.

Guiding you with addressing your tax issues. This can include any IRS taxpayer correspondence or an IRS audit

Tax Preparation

Tax planning and tax preparation for individuals, partnerships, S-Corp, C-Corp, LLCs, and non-profits.

We’re not just accountants. We’re active investors and advisors who work in the same industries you do—so our strategies are practical, not theoretical.

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We Work With...

Our Team of experts specializes in tailored solutions for growth in your business while developing tailored tax plans to optimize and scale your business.

Construction Contractors

From Specialty Contractors to General Contractors, we will work with you to maximize business operations and manage your tax burden.

Real Estate Investors

From LTR & STR rentals to commercial & multifamily, we help you maximize deductions, leverage nuanced tax strategies, and reinvest with confidence. We optimize your investments with forward-thinking tax strategies that align with your long-term goals.

Real Estate Developers

Agents, brokers, and team leaders trust us with strategic accounting and tax planning solutions tailored to commission-based income and business structures. We help you plan smarter with bookkeeping, tax strategy, and expert tax planning.

High-Income Earners

Doctors, lawyers, and professionals earning six or seven figures lean on us for strategies that go beyond W-2 planning. We help you legally reduce your tax bill and increase your peace of mind.

Real Estate Syndicators and Sponsors

Complex deal structures require smart tax planning. Our strategies help you attract investors and preserve returns. We simplify complexity, so you can focus on raising capital and closing deals.

Small Business Owners

Stop bleeding cash in taxes and start building a business that funds your future. We work with entrepreneurs who want to reduce tax exposure, improve cash flow, and reinvest profits into long-term growth.

Frequently Asked Questions

How fast can I see results from tax planning?

Often within the first filing cycle; some strategies (e.g., bonus depreciation, entity changes) impact immediately.

Do you work with clients outside Michigan?

Yes—nationwide. We’re a remote-first firm serving investors and contractors across the U.S.

What makes you different from a typical tax preparer?

We’re strategic planners (CPA + EA + real-world investors). We design forward-looking plans, not just file last year’s returns.

I’m behind on filings—can you help?

Yes. We routinely clean up multiple years and pair resolution with a go-forward tax strategy.

Do you handle both tax planning and fractional CFO?

Yes—and that integration is where a lot of ROI shows up (cash flow, job costing, entity and comp design).

What Our Clients Say

★ ★ ★ ★ ★

Frank and his team are incredible. I came to Strategic Planning Advisors after my long-time CPA told me my returns were getting too complex. Frank jumped right in, understood every detail of my LLC structures and real estate holdings, and delivered my K-1s ahead of schedule. He now handles multiple business returns for me. I can’t recommend him enough.

J.M., Real Estate Investor & Business Owner
★ ★ ★ ★ ★

Strategic Planning Advisors helped bring structure and clarity to our construction business. Frank’s background and knowledge of job costing and entity setup helped us identify write-offs we were missing. He’s proactive and delivers on what he promises.

M.B., Construction Contractor
★ ★ ★ ★ ★

Before working with Strategic Planning Advisors, my tax strategy for my multiple LLCs and real-estate holdings was disjointed and overburdening. Frank jumped into our matter at a point even our previous CPA thought it was too complex — and delivered our K-1s ahead of the deadline. The clarity and speed he brought were game-changers. If you’re a real estate investor with layered entities, I highly recommend this team.

W.P., Real Estate Investor

Start with a Strategic Tax Blueprint

Have questions about how Strategic Planning Advisors LLC can help you achieve your goals?

Reach out today.

How We Work

Diagnose

Deep-dive into returns, books, entities, pipeline

design

A 12-month tax & CFO plan with quick wins and long-term moves

deliver

We implement; you get clarity, savings, and momentum

Strategic Planning Advisors, LLC

Our team of experts is dedicated to helping individuals and businesses achieve financial success.

Disclaimer:

Strategic Planning Advisors, LLC provides tax advisory, CFO, and IRS resolution services.

Information provided on this site is for educational purposes only and does not constitute formal tax, legal, or investment advice. Please consult your advisor before making financial decisions.

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