Turn rental losses into real tax savings against your W-2.
The frustration most high earners feel.
You pay high taxes on active income while your properties show losses you can't use. The passive activity rules (Sec. 469) trap those deductions — unless you qualify for Real Estate Professional Status, the short-term rental exception, or the right grouping election.
How Simon unlocks the losses.
He helps you qualify for Real Estate Professional Status, or the STR exception when it fits your setup. He designs a contemporaneous time-tracking system that holds up under scrutiny — because a REPS claim without documentation is a claim that will fail.
He has helped many of the 250+ real estate investors he works with move losses from "suspended" to "usable." The result is lower taxes this year, not just a bigger carry-forward.
REPS + cost segregation is the combination.
Cost segregation creates the deductions. REPS lets you actually use them against W-2 or active income. Simon runs both plays together so the strategy compounds — instead of running one without the other.
Questions Simon answers fast.
- Do I need 750 hours if my spouse does the work?
- Only one spouse needs to qualify. Simon evaluates which of you is closer to the finish line and structures the year accordingly.
- What counts as material participation for an Airbnb?
- Short-term rentals aren't automatically passive — the material participation tests apply. He'll pick the test you can actually meet.
- How do I document this properly?
- Contemporaneous logs, calendar integration, and a clear activity grouping election. Simple systems, IRS-ready.
- Can I claim REPS retroactively?
- Amending is possible in limited cases. Simon reviews prior years and tells you where amendment is worth the effort.
These strategies compound.
Ready to actually use those losses?
Book a focused conversation. Simon will review your situation and lay out the path forward — clearly, in plain English.