Smart tax moves start before you sign, list, or retire.
Robert Schaefer is a CPA and licensed real estate broker in Orange County. Get the tax answer first, then make the move.
Open 8am to 6pm · 23421 S Pointe Dr, Ste 115, Laguna Hills
What can we help with?
Pick one and see how Robert can help.
Why clients choose Robert
One conversation, two licenses
Tax and property questions get answered together, not passed between professionals who never talk.
Decades, not a learning curve
50 years as a CPA and 15 as a real estate broker means he has seen your situation, or one close to it.
Direct access
You work with Robert himself, not a rotating cast.
Planning before the deadline
Advice before the big decision, while it can still change the outcome.
Plain English
You hear your options, what each costs, and what he recommends.
Local
Based in Orange County, and familiar with the local market.
How it works
Call or email
Tell Robert what is going on: a sale, a return, a retirement date, a mess in the books.
A real conversation
He looks at your actual situation and tells you honestly what he would do.
He takes it from there
Planning, filing, accounting or the property sale, with the tax side handled throughout.
Where to find us
Robert Schaefer Accountancy is at 23421 S Pointe Dr, Ste 115, Laguna Hills, CA 92653. Open 8am to 6pm.
Get directionsQuestions people ask Robert
I'm thinking of selling a home or rental. What should I figure out first?
The tax result depends on how long you've owned it, whether you've lived in it, and any depreciation you've claimed. Run the numbers before you set a price or a closing date, so the sale doesn't surprise you in April.
How early should I talk to a CPA before I retire?
Well before your retirement date. Choices about pension payouts, when to start Social Security, and which accounts to draw from first can affect your taxes for years.
Is estate planning a lawyer's job or a CPA's?
Both. An attorney drafts the documents, and Robert works on the tax side, so you understand what your plan means for your heirs and can coordinate with your attorney.
What should I bring to a first meeting?
Your last tax return, statements for any pension or retirement accounts, and paperwork on a property you're buying or selling. If you're not sure, call and he'll tell you what's useful.
Ready to make the next move?
Talk to Robert before you sign, list, or file.
949-855-1255 Open 8am to 6pm · 23421 S Pointe Dr, Ste 115, Laguna Hills, CA 92653