ABOUT Realm Business and Tax Advisory

Realm Business & Tax Advisory provides proactive tax planning, tax preparation, monthly accounting, and CFO advisory services to business owners, real-estate investors, and high-net-worth individuals. Led by Roger DaSilva, our team combines deep tax knowledge with practical experience in finance, operations, and business strategy. Based in the Hermosa Beach CA, we focus on year-round guidance that helps clients reduce surprises, improve financial visibility, and make better decisions before important deadlines pass.

Rates & fees

  • Tax Preparation & ComplianceStarts at: $1000 / return
  • Tax Planning & AdvisoryHourly rate: $500 / hr
  • IRS RepresentationOr hourly: $400 / hr
  • Estate & Trust TaxStarts at: $1000 / return
  • Bookkeeping / AccountingStarts at: $250 / mo (or $5000 / mo)
  • Payroll ServicesStarts at: $200 / mo
  • Business ValuationStarts at: $3000

Frequently Asked Questions

Who is Realm Business & Tax Advisory best suited for?

Realm works best with business owners, high-net-worth individuals, and real-estate investors whose financial lives have become too complex for once-a-year tax preparation. We are particularly well suited for clients who want proactive tax planning, coordinated business and personal tax strategy, stronger financial reporting, and a long-term advisory relationship.

How is Realm different from a traditional tax-preparation firm?

We focus on what happens before the tax return is prepared. Realm combines tax planning, tax preparation, monthly accounting, and CFO-level advisory so clients can make better decisions throughout the year. We help business owners think through issues such as entity structure, owner compensation, estimated taxes, cash flow, retirement planning, growth decisions, and major financial transactions rather than waiting until filing season to identify problems.

Do you work with real-estate owners and investors?

Yes. We work with rental-property owners, real-estate investors, and high-net-worth clients with significant real-estate holdings. Common planning areas include depreciation and cost segregation, bonus depreciation, passive-loss planning, entity structure, 1031 exchanges, property sales, and coordinating real estate with the client's broader tax strategy.

Articles by Realm Business and Tax Advisory

Cost Segregation for Real Estate Investors
By Realm Business and Tax Advisory · October 15, 2026

Office Location

1097 Aviation Blvd, Hermosa Beach, CA 90254-4023
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