The Rise Collective launches Surge Tax Advisory for real estate investors

The Rise Collective has launched Surge Tax Advisory & Accounting in St. Petersburg, Florida, adding a tax and accounting arm for short-term rental hosts and real estate investors. The firm is designed to help clients plan taxes year-round, improve cash flow, and capture deductions and wealth-building strategies.

Why it matters: - Surge Tax Advisory & Accounting gives short-term rental hosts, Airbnb and VRBO operators, and real estate investors a dedicated tax planning resource built for year-round strategy, not just tax filing. - The launch expands The Rise Collective’s broader real estate investor ecosystem, which now spans acquisition, financing, hospitality operations, revenue management, and tax strategy. - For investors, the service is aimed at reducing taxable income, improving financial visibility, and supporting long-term portfolio growth.

What happened: - The Rise Collective announced the launch of Surge Tax Advisory & Accounting on July 2, 2026, in St. Petersburg, Florida. - Surge is a specialized advisory firm focused on short-term rental hosts, Airbnb and VRBO operators, real estate investors, and entrepreneurs. - The firm offers proactive tax planning, accounting, and advisory services.

The details: - Surge was built to help investors make tax decisions throughout the year instead of only preparing returns after year-end. - The service lineup includes bookkeeping, accounting, financial reporting, tax preparation, ongoing advisory services, cost segregation studies, entity structuring, and 1031 exchange guidance. - Surge says qualifying investors may be able to use the Short-Term Rental Tax Loophole, along with cost segregation, bonus depreciation, and proactive entity planning, to lower taxable income while staying compliant with IRS rules. - Surge is backed by a team with more than 14 years of experience serving real estate investors. - The firm says it has helped unlock more than $102.8 million in tax savings across more than 400 real estate clients. - Surge says it has maintained a 98% client retention rate. - Elliott Caldwell, CEO of The Rise Collective, said too many real estate investors treat taxes as a once-a-year event and that Surge was created to help investors keep more of what they earn and make smarter decisions. - The company offers a complimentary strategy consultation for business owners, Airbnb and VRBO hosts, and real estate investors. - More information is available through The Rise Collective’s social channels, Instagram, Facebook, and YouTube.

Between the lines: - The launch signals a move by The Rise Collective to capture more of the services real estate investors need under one brand. - The emphasis on proactive tax strategy suggests the company is targeting owners with more complex portfolios, where tax planning can have a bigger impact on cash flow and returns. - The use of real estate-specific tax language shows Surge is positioning itself as a niche advisory firm rather than a general accounting practice.

What's next: - Surge is expected to use its strategy consultations to identify tax-saving opportunities tailored to each client’s portfolio and financial goals. - The Rise Collective appears to be continuing its expansion across real estate, hospitality, lending, and business services. - Investors who use the new firm will likely see the biggest benefit during year-round planning rather than at filing time.