Healthy Wealthy & Wise Accountants

I am a Tax Consultant and Real Estate Investor, and podcast host of Healthy, Wealthy & Wise. I advise clients on the application of Tax Efficiencies relating to their investments both directly and indirectly. My education is in Accounting but my entrepreneurial spirit has led me through many business ventures. But I love finding money for people who didn't know it was there! Cost Segregation, 179D deduction, 45L credits, R&D tax credits, Historical Tax Credits, Conservation Easements, Opportunity Zones, Alternative Investments, and Captive Insurance are a few tools we can help you with. As the Executive Vice President and Board Member of Engineered Tax Services I help plan for growth and operational improvements internally, while working externally with investment minded individuals to optimize their investment. I also teach over 30+ Continuing Education courses annually to CPA's, Design Build Professionals and Real Estate Professionals across the U.S. If synergies are apparent, please send me a connection request and let's see how we can work together.

Licensed as an attorney in both Texas and Colorado, Mr. Mitchell has held a number of different tax positions. He has worked for the IRS as an attorney and then as an appeals officer. He’s led a tax controversy team for a boutique consulting firm, worked in the tax departments for two Fortune 500 companies, worked for one of the Big Four accounting firms, and has had his own tax practice for several years. Having worked in just about every tax role available has provided him with a unique insight into the IRS, its operations, and our tax laws. Mr. Mitchell’s work focuses on various state and federal tax matters and related business and probate matters, including: tax procedural issues, including questions about tax attributes, timing, character, and penalties and interest; structuring business and real estate transactions, including buying, selling, leasing, and other transfers and dispositions; tax planning for corporate and flow through entities; partnership tax issues, including partnership agreements and allocations; depreciation and cost segregation issues, including advice on the tangible property regulations and dispositions; accounting method changes, including Form 3115 presentation and strategy; research tax credit issues, including qualification and funded research analysis; self-directed IRAs and other plan issues, including qualification, prohibited transactions, and the unrelated business income tax; passive activity loss and at-risk issues, including self-rental and grouping rules; and routine and contested probate and estate planning matters. He also handles complex disputes with the IRS and state tax authorities for both businesses and individuals. He has represented businesses ranging from entrepreneurs to multinational corporations, in industries such as high technology, manufacturing, oil and gas, and government contracting.