FOR INVESTORS

We handle the complexity so you can focus on your investments

Mockups of platform features for exporting IRS Schedule K-1 Form and tracking investors

“They eliminated the tax headaches for our my multifamily portfolio, helped us make more informed decisions during the year, and distributed K-1s to our LPs.”

Sarah Thompson
Cohen Investments LLC
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1,000+
Real estate investors
$50M+
Property value managed
$5M+
Tax savings for our clients
WHAT WE OFFER

Solutions built for your unique needs

Streamlined Partnerships Screenshot

Investor partnerships simplified

Easily manage ownership stakes, distribute K-1s, and keep partners informed.

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Unlock tailored tax strategies

Analyze options like cost segregation, 1031 exchanges, and Real Estate Professional Status (REPS) to miminize taxes.

Strategic Tax Planning Screenshot

Transparent, accurate, tax filing

Our real estate tax professionals are here to help you with tax filing every step of the journey.

How it works

What to expect when you get started

1

Let’s see if we’re a fit

Your situation is unique. Our approach is tailored to address your needs. Meet a Real Estate Tax Strategist to see how we can help.

schedule meeting calendar - mobile
Discovery call

Meet a Real Estate Tax Strategist to understand your specific needs.

30min
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2

Connect portfolio, investors, and accounting one place

Replace your spreadsheets with our secure, software built to track your porfolio, investors, and transactions in a single platform.

3

We plan your tax strategy & file

Our real tax professionals help you understand real estate tax complexities and create a filing plan.

4

We've got your back, always

Continuously get proactive support to make informed decisions and focus on managing your properties instead of the busy work.

how it works illustration
Discovery call

Meet a Real Estate Tax Strategist to understand your specific needs.

30min
discovery call avatar
Tools

Tools to help you save time & money

Testimonial

Real impact for real estate

“As a new landlord, I've saved countless hours and thousands on taxes.”
Profile picture of a real estate investor sharing testimonial for the platform
Sarah
First-time Rental Owner
“Had a call with their Tax Expert, saved us significant money & time this year”
Michael
Real Estate Investor
“I've dramatically cut tax prep time and maximized my deductions.”
Amanda
Real Estate Investor
“I'm saving hours every month and a small fortune on my taxes annually.”
David
Individual Investor

Testimonials are specific to an individual Client’s experience and may not be representative of all Clients. Unless otherwise indicated, Clients offering a Testimonial do not receive compensation and their statement does not present a conflict of interest. Pictures are illustrative to protect our clients identities

FAQ

Frequently Asked Questions

What type of investors do you work with?

We work with real estate investors and small business owners of virtually all types. This includes single-family, multifamily, and commercial investors. We’ve worked with clients who are just getting started with or dozens of properties. We also work with wholesalers, flippers, real estate agents/brokers, and syndicates.

Do you focus on just real estate or can you help me personally and with my business?

While we do specialize and add the most value on the real estate side of things, we take your personal situation and businesses into account when determining the best strategies to minimize your tax liability.

It's not uncommon for our tax plan deliverable to include strategies for all three areas of your life.

What type of returns do you prepare?

We can prepare federal and state tax returns of virtually every type. Most common returns include:

- Individual returns: Form 1040
- Partnership returns: Form 1065
- S-Corp returns: Form 1120
- State returns across all 50 states.

When does advisory make sense for me?

If you've never received quality real estate tax planning or accounting advice, it can make sense regardless of where you are in your real estate journey. We've helped brand new investors just starting out, investors with a handful of properties, as well as investors with large portfolios and sprawling empires.

Do you offer Accounting or Bookkeeping services?

Yes, we do. At the moment the service is generally only available to our large investment portfolios and syndicates. Feel free to ask your Advisor about these services.

Can I meet with a member of the team?

Yes, all new clients meet with one of our Team Members for a Kick-Off Call to discuss the tax preparation process, expectations, and what information and documentation you'll need to prepare your returns.

Do you provide audit support?

We will always support our clients through an audit. Our plans include audit support as long as the plan is active (including renewals).

What is your email response policy?

Recognizing this is a major pain point of our clients, we have a 24-48 hour email response policy.

We've found that this policy has led to a better overall experience for our clients.

Where is Digb located?

is currently a 100% virtual organization with members across the United States.

When working with a virtual firm, how do I know my data will be secure?

When transferring data to and from potential clients we use Google Suite, and for clients, we use proprietary software.

Google Suite platform meet SOC 2 compliance, a framework designed by the AICPA to safeguard the storage and transfer of customer data in the cloud.

SOC 2 reports are issued by independent third-party auditors covering the principles of Security, Availability, Confidentiality, and Privacy.

For more information on the security for our proprietary, please see digb.com/security

How do I get started with Digb?

If you do not currently have a representative, please email support@digb.com or txt 628-241-0888, to schedule an appointment to get started.

Ready to maximize your real estate returns?