THE MONEYNISTA  ×  REMIS & MERIUS CPA
Strategic Tax Advisory · Phoenix, AZ
You asked · I delivered

Tax preparation, from a firm I actually trust.

The question I get more than any other: “Natasha, will you just do my taxes?” The answer has always been no — and now it comes with somewhere to send you.

I'm an Enrolled Agent, licensed by the IRS. So when I tell you a firm does good work, I'm not guessing — I know exactly what I'm looking at. I just don't do preparation; my practice is education and strategy. So I went looking for the firm I'd want handling my own return, and set up a partnership with Remis & Merius so you can work with them directly.

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Natasha Verela, The Moneynista
Natasha Verela
Enrolled Agent · The Moneynista
01  /  How this works

I stay in my lane. They stay in theirs.

You've been learning the strategy from me for a while now. What you haven't had is a licensed firm to actually execute it — file the return, structure the entity, and keep you out of trouble. That's the gap this partnership closes.

My side

Education and strategy

An Enrolled Agent teaching you how the tax code works, what questions to ask, and how to think about your money. That doesn't change.

Their side

Preparation and advisory

Licensed CPAs who file your return, structure your entities, and sign their name to the work. That's a lane I don't practice in.

02  /  Who this is built for

They work with three kinds of people

This is not a storefront that files a 1040 in twenty minutes — it's preparation attached to year-round planning. If none of these sound like you yet, bookmark this page. It will be relevant sooner than you think.

A

Scaling business owners

Revenue is climbing, the tax bill is climbing faster, and the entity you set up on day one may no longer be the right one.

B

Real estate investors

Three to fifteen-plus properties, where depreciation strategy and cost segregation stop being theoretical and start being real money.

C

Multi-entity operators

More than one company, money moving between them, and a growing suspicion that it isn't structured as well as it could be.

03  /  What the call is

An honest look, not a pitch deck

  1. You tell them what you're actually running

    Entities, income sources, properties, what last year's tax bill looked like, and what's changing this year.

  2. They tell you what they see

    Where the structure is costing you, what's worth looking at, and what would need to happen before the year closes.

  3. You both decide if it's a fit

    If it is, they'll walk you through how they work. If it isn't, they'll say so — that answer is worth the call too.

04  /  What they handle

Preparation is where it starts, not where it ends

Tax preparation Every year
Strategic tax advisory and planning Year-round
Entity structuring and optimization Foundational
Quarterly tax planning and reviews 4× yearly
Cost segregation analysis Real estate
Depreciation strategy Real estate
Intercompany and acquisition planning Multi-entity

Your return gets filed — but preparation comes as part of an advisory relationship rather than as the whole product. The filing is the last step of a year of decisions, not the only time you speak.

05  /  The firm behind it

Adam B. Remis

MSIM · CPA · CISA

Adam has spent his career on the strategy side of tax rather than the filing side — entity structuring, cost segregation, depreciation planning, and the long-horizon work that decides what a business owner actually keeps.

His firm, Remis & Merius, is based in Phoenix and works with clients nationwide. Hoshi CPA is now part of the practice.

remismerius.com

06  /  Next

The call is free. The year is not.

You've been asking me for a referral. This is it — preparation and strategy under one roof, from people I was willing to put my name next to. Every month you wait is another month of decisions made without a plan behind them.

No cost to book · No obligation after

Book your call