FOR CPAs WITH HNW CLIENTS
Refer a client to Savoy.
Savoy works with CPAs whose clients have capital gains and are exploring Opportunity Zone investments. You stay the quarterback. We're the specialist you call in. Every K-1 and compliance memo goes to you first — never to the client.
What we do.
Savoy Companies is a vertically integrated Texas multifamily real estate platform headquartered in Dallas. Since 2011, we've operated approximately 8,000 units across Dallas, Austin, San Antonio, and Houston. We've deployed $142 million in equity across 58 Texas apartment projects, including 25 Opportunity Zone investments.
Our vertical integration — investment, construction, property management, and shared services under one roof — gives us direct access to the operational data CPAs need under the new OBBBA reporting requirements (IRC §§6039K and 6039L). FTE counts, AMI tranches, NAICS codes, unit-level details. The disclosures live in our shop.
~8,000
Units Operated Since 2011
$142M
Equity Deployed
58
Texas Apartment Projects
25
Opportunity Zone Investments
15+
Years Operating Texas Multifamily
Find a time that works.
30 minutes. Walk through a specific client situation, ask the questions you want answered, decide whether referring makes sense for your firm. No prep required — bring whatever's on your mind.
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