Tax Strategy 365
Tax Strategy 365 is a U.S. tax advisory firm founded in 2021 by CPA Ryan Bakke, serving real estate investors and high-income earners earning $250K-$1M+ with proactive portfolio-lifecycle tax strategy. The Illinois-headquartered, 5-person firm sells advisory services nationwide through a content-led, free strategy call funnel.
- Company typePrivate
- Founded2021
- HeadquartersLockport, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Tax Strategy 365 does
Tax Strategy 365 (legally Make Like Simple Consulting PLLC) is a U.S. tax advisory firm founded in 2021 by CPA Ryan Bakke and headquartered in Lockport, Illinois. The firm provides proactive tax strategy and planning services to U.S. real estate investors and high-income earners earning $250K-$1M+, covering the full portfolio lifecycle from acquisition (entity structuring, cost segregation timing, financing strategies) through ongoing optimization (annual tax planning, REPS qualification, short-term rental loophole strategies) to exit planning (1031 exchanges, installment sales, opportunity zones). Revenue is generated through professional services fees for advisory engagements, with some execution components such as cost segregation studies and entity structuring delivered through unnamed 'trusted partners.' Pricing is not publicly disclosed; prospective clients enter via a free strategy call booking funnel accessible through the firm's website.
The firm operates a sales-led go-to-market targeting individual mid-market real estate investors rather than enterprise accounts, with a five-person team comprising founder Ryan Bakke, COO Laura Bucko, and CPA tax advisors Mason Kimball and Kevin Medina. The Ryan Bakke Show podcast (distributed on Spotify, Apple Podcasts, and YouTube), plus Instagram and LinkedIn channels, serves as the primary top-of-funnel acquisition mechanism. The firm is bootstrapped and privately held, with no institutional funding, no public ticker, and no disclosed revenue. Distribution is digital and nationwide; the firm does not maintain branch offices beyond its Illinois headquarters.
Tax Strategy 365 firmographics
Firmographics- Name
- Tax Strategy 365
- Legal name
- Make Like Simple Consulting PLLC
- Website
- https://taxstrategy365.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Tax Strategy 365 is a U.S. tax advisory firm founded in 2021 by CPA Ryan Bakke, serving real estate investors and high-income earners earning $250K-$1M+ with proactive portfolio-lifecycle tax strategy. The Illinois-headquartered, 5-person firm sells advisory services nationwide through a content-led, free strategy call funnel.
- Ownership category
- akta.pro rank
Tax Strategy 365 industry classification
Industry- Product category
- Tax Advisory Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Real Estate Tax, Incentives & Cost Segregation Advisory (BPAJANAJ)
- akta.pro secondary industries
- Comprehensive Financial Planning (FSAEAAAA), Tax-Aware Investment Planning (FSAEAAAE)
Keywords
Where Tax Strategy 365 is headquartered
LocationHeadquarters
- HQ city
- Lockport
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Tax Strategy 365 business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D
Revenue model
- Proactive Tax Advisory Services: Ongoing tax strategy and planning services for real estate investors and high-income earners. The firm builds and implements strategies including cost segregation, REPS qualification, STR loophole utilization, 1031 exchanges, and entity structuring. Revenue appears to come from advisory fees for strategy development and implementation, with some services handled in-house and others through trusted partners.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Target client: Real estate investors earning $250K-$1M+ |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Tax Strategy 365 product offering
Product offeringCore offering
Tax Strategy 365 provides proactive, year-round tax strategy and advisory services for high-earning individual real estate investors. Its engagements cover real estate-specific planning techniques such as cost segregation studies, the short-term rental (STR) loophole, Real Estate Professional Status (REPS), 1031 exchanges, entity structuring, and forward-looking tax projections, sold as a single advisory engagement rather than as discrete products. The funnel begins with a free strategy call, after which clients engage the firm on a customized service basis.
Product overview
Tax Strategy 365 is a tax advisory firm offering a single unified service: proactive tax strategy and planning for real estate investors and high-income earners earning $250K+. The core offering is comprehensive advisory services covering the full portfolio lifecycle from acquisition (entity structuring, cost segregation timing, financing strategies) through ongoing optimization (annual tax planning, REPS qualification, STR loophole strategies) to exit planning (1031 exchanges, installment sales, opportunity zones). The Ryan Bakke Show is a companion content product (podcast) that delivers educational tax strategy insights, complementing the advisory service by building audience awareness and trust. The firm operates as a single integrated service offering, not a modular platform with separate products.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Strategy 365 Advisory Year-round, proactive tax strategy and advisory engagement for high-earning individual real estate investors, covering cost segregation studies, short-term rental (STR) loophole planning, Real Estate Professional Status (REPS) qualification, 1031 exchanges, entity structuring, and forward-looking tax projections. Engaged on a customized basis after a free strategy call.
Quantifiable outcome
- Typical annual tax savings per client: $20K-$50K+
- +2 more outcomes
Companies that use Tax Strategy 365
Customer profileNamed customers7 records
Segments2 records
Ideal customer profiles1 record
Tax Strategy 365 technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Tax Strategy 365 partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Trusted Partners (unnamed)minorThe firm mentions working through 'trusted partners' for cost segregation studies and entity structuring services. These partners implement specific components of the tax strategy while the firm handles overall planning and coordination. Partner names are not disclosed on the website.
Scale indicators4 records
Recent moves5 records
Expansion highlights4 records
Tax Strategy 365 competitors and assessment
Company assessmentMarket position
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Tax Strategy 365 social profiles
Digital presenceTax Strategy 365 financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tax Strategy 365 leadership team
Management profileNumber of profiles
Profiles4 records
Tax Strategy 365 funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tax Strategy 365 M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tax Strategy 365
What does Tax Strategy 365 do?
Tax Strategy 365 provides proactive, year-round tax strategy and advisory services for high-earning individual real estate investors. Its engagements cover real estate-specific planning techniques such as cost segregation studies, the short-term rental (STR) loophole, Real Estate Professional Status (REPS), 1031 exchanges, entity structuring, and forward-looking tax projections, sold as a single advisory engagement rather than as discrete products. The funnel begins with a free strategy call, after which clients engage the firm on a customized service basis.
Is Tax Strategy 365 a public or private company?
Tax Strategy 365 is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Tax Strategy 365 founded?
Tax Strategy 365 was founded in 2021. It employs 1 to 10 people.
Where is Tax Strategy 365 based?
Tax Strategy 365 is headquartered in Lockport, United States, in the North America region.
How does Tax Strategy 365 make money?
One revenue line is on record: proactive Tax Advisory Services.
Does Tax Strategy 365 have an API?
No public API is recorded for Tax Strategy 365.
What industry is Tax Strategy 365 in?
Tax Strategy 365's product category is Tax Advisory Services. Its primary akta.pro industry code is BPAJANAJ, Real Estate Tax, Incentives & Cost Segregation Advisory, with a secondary code of FSAEAAAA, Comprehensive Financial Planning. Its NAICS code is 5412 and its SIC code is 6282.