Advise RE

Advise RE is an accountant in Los Angeles, CA, specializing in real estate CPA services for investors, developers, and technology executives. The firm provides year-round tax advisory, consulting, tax preparation, wealth-building coaching, and real estate deal flow. It also offers brokerage services to guide clients through investments and handles bookkeeping to support business growth. Clients receive custom-tailored strategies, ongoing education, and on-demand problem-solving for their specific lines of business. The team works with clients throughout the United States and internationally, ensuring regulatory compliance across various jurisdictions.

Stephen Morris, CPA, MBT, CCIM, founded Advise RE in 2013 to provide tax consulting and advisory services primarily to real estate developers, investors, and technology firms. Morris is a Certified Public Accountant licensed in California and a licensed real estate broker who has developed multi-family apartments in Los Angeles. He began his career in the real estate audit practice at Ernst & Young, LLP and later served in executive accounting and finance roles at large privately held firms. Morris holds a Bachelor’s degree in Accounting from Loyola Marymount University and a Master’s degree in Business Taxation from the University of Southern California. Diana Tang, CPA, MBT, joined the firm in 2021 after serving as a senior manager in the Financial Services Office tax practice at Ernst & Young, LLP, where she managed tax compliance and consulting for the asset management industry. The firm advises on international tax accounting for both inbound and outbound transactions, helping clients establish efficient structures and navigate complex regulations.

The office is located at 8023 Beverly Blvd Suite 1 in Los Angeles. It sits directly on Beverly Boulevard, a short distance from North Fairfax Avenue. The surrounding area includes the Gunther-Hirsh Family Center and the Fairfax Community Mural, both about a quarter of a mile away. A Postal Center is located about three-tenths of a mile from the office, and the Beverly Grove neighborhood is nearby.

Advise RE holds a 5.00 rating from customers who have reviewed it. The firm is known for its specialized focus on real estate taxation and its ability to help clients navigate the US tax code, including international and real estate taxation, with guidance from seasoned certified public accountants.

Advise RE combines deep expertise in real estate finance and tax strategy with a local presence in Los Angeles, serving a diverse range of investors and developers across the country and abroad.