Built on a Decade
of Trust.
Two industry veterans. One shared frustration. A mission to make sure property owners never leave money on the table again.
We didn't set out to start a company.
We set out to fix a problem.
We met as colleagues at a commercial real estate investment startup. What started as a professional relationship quickly turned into a friendship built on mutual respect — because we each saw in the other something we didn't have ourselves. Different skills, different perspectives, but the same instincts about what mattered and what didn't.
Over the next decade, we kept finding ourselves working together — across commercial and residential real estate, investment deals, tax strategy, finance and mortgage, and more startup ventures than we care to count. Every time, it worked. Not because we agreed on everything, but because together we covered more ground than either of us could alone.
Through all of it, we kept seeing the same thing. Property owners, investors, and business owners who were doing everything right — buying smart, managing well, building real wealth — but quietly hemorrhaging money in taxes that were completely avoidable. Not because they were careless. Because nobody told them.
CPAs stay in their lane. Brokers get paid on transactions. Advisors focus on what they're compensated for. And the most powerful tax tools available to real estate investors — Cost Segregation, R&D Credits, Section 179-D — get left on the shelf. We watched this happen too many times to stay quiet about it. So we stopped watching and started doing something about it.
That's how Triple Star Strategy was born.
The name means something.
Both of them.
The Triple Star is rooted in Tennessee — where the three stars in the state flag represent the three Grand Divisions of the state. It's a nod to where we come from. But it also represents exactly where we're going.
Tax Strategy
Cost Segregation, R&D Tax Credits, and Section 179-D Deductions — the three federal tax programs that move the needle most for property owners and investors. This is where we started, and where we've built our deepest expertise.
1031 Custodian
A 1031 exchange is one of the most powerful wealth-building tools in real estate — allowing investors to defer capital gains indefinitely by rolling proceeds into a like-kind property. We're building the infrastructure to guide clients through that process from start to finish.
Coming Q4 2026Business Insurance
Protecting what you build is just as important as building it. Proper insurance planning — especially for real estate investors and business owners — is a cornerstone of long-term wealth strategy that too few investors take seriously until it's too late.
Coming Q4 2026We improve the wheel.
We don't reinvent it.
Less complexity. More results. Here's what that looks like in practice.
Fee-Based. Always.
Most firms in the tax credit space charge a percentage of the savings they find — which sounds aligned until you realize it creates an incentive to maximize the study, not maximize your outcome. We charge a flat fee. That means our only incentive is to do the work right, deliver an accurate result, and earn your trust for the long term.
We Educate, Not Just Execute.
The reason most investors miss out on these programs isn't laziness — it's that nobody ever explained them clearly. We believe an informed client makes better decisions, asks better questions, and builds more wealth over time. So we take the time to explain what we're doing and why — every time.
Your CPA Stays in the Loop.
We're not here to replace your existing team — we're here to make them better. Every study and credit analysis we deliver is packaged specifically for your CPA to implement. Clean, compliant, and audit-ready. No disruption. Just results your team can execute on immediately.
Your Success Is Our Success.
We're building a long-term business — not a one-transaction shop. That means we only take on clients we can genuinely help, we give honest assessments even when the answer is "this isn't the right fit," and we measure our success by what actually lands in your pocket — not what's on a proposal.