Tristan T.
Enrolled Agent | Tax Strategy & IRS Rep for Real Estate & Construction
I help clients reduce tax exposure, resolve complex compliance issues, and implement structures that withstand scrutiny. With 17+ years of high-volume tax and advisory experience, I have delivered results for 200+ clients across individual, small-business, multi-state, and cross-border situations. Core specializations: • Cost segregation & bonus depreciation (5–15-year recovery) • S-corp & LLC tax strategy (199A, entity restructuring) • Construction contractor taxation (percentage-of-completion, retainage, prevailing wage) • Short-term rental compliance (Augusta rule, material participation) • International & territorial tax (Puerto Rico §933 exclusion, foreign financial assets, digital-asset sourcing) • IRS representation (audits, appeals, offers in compromise)Selected results: • Secured full compliance reinstatement for a North Carolina construction firm in 48 hours, avoiding $200K in penalties and restoring operations • Served as DCAA compliance consultant that enabled a client to win a $10M U.S. Government defense contract • Delivered Year-1 tax savings of $70K–$150K for a multi-entity family office through a single strategic roadmap • Prepared and reviewed complex 2024 individual returns involving Puerto Rico bona fide residence, full §933 exclusion of over $1.45M in PR-source income (including digital-asset capital gains), Form 8938 foreign-asset reporting, and precise disallowance of deductions attributable to excluded income • Led full-cycle tax compliance and strategy for a 200+ client portfolio while maintaining 100% regulatory compliance and optimizing PTET elections, cost segregation, and multi-state reporting I work on fixed-price strategy sessions or monthly retainers. Every engagement is structured for clarity, documented outcomes, and rapid execution.