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 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.