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About Realm Group

Real estate advisors who make the tax side work for you.

Realm Group is a real estate advisory firm based in Mill Valley, California. Through Realm Advisors, we help investors get more from the properties they already own — starting with cost segregation.

We’re connected at the hip with Veritax Advisors, our preferred cost segregation firm. Veritax’s engineers perform every study; Realm leads the relationship — your estimate, the review, coordination through delivery, and the conversation with your CPA.

The result: one point of contact, a clear picture of the numbers before you commit, and an audit-ready report at the end.

Realm

Realm Group

Your advisor and point of contact — estimate, review, coordination, delivery.

Veritax Advisors

Engineering-based cost segregation studies, site surveys and the final report.

Your CPA

Uses the report on your return. We’re glad to bring them in early.