Saving Time, Money, and Stress with Aero & Marine Tax Professionals

When a real estate professional decided to expand investments outside of California, efficiency and flexibility became essential. Flying commercial airlines wasn’t practical—especially when scouting properties in multiple states. That’s when the decision was made to purchase a personal aircraft.

“The convenience was a lot better, and the time saved was significant. For me, using my own aircraft made more sense than staying with commercial airlines.”

But with aircraft ownership in California comes a complex challenge: navigating sales and use tax. That’s where Aero & Marine Tax Professionals stepped in.

A Smooth Introduction

The client first reached out by email, followed quickly by a phone call. From the very beginning, communication was clear and responsive.

“Working with Jullie was a pleasure. She was always on top of things, had everything organized with checklists, and any questions I had were answered quickly—sometimes within minutes. That responsiveness gave me confidence in the process.”

Keeping More Money in the Business

As a real estate professional, cash flow is critical, especially in the early stages of developing new properties. Avoiding unnecessary expenses meant the client could reinvest directly into the business rather than sending money to the state.

“The first year is always heavy with costs. Anything you can do to save money helps you develop the business further. Not having to pay that tax allowed me to invest back into my properties instead of handing it over to California.”

Simplifying the Complex

The client admitted that one of the biggest challenges was simply not knowing what was required when dealing with the government.

“My time was more valuable than chasing down paperwork and dealing with back-and-forth government interactions. Having Aero & Marine handle that for me was the biggest win.”

With Aero & Marine managing the process, the steps became clear, simple, and easy to follow.

Relief When the Exemption Was Granted

When the letter from the California Department of Tax and Fee Administration arrived confirming the exemption, relief set in.

“I never doubted that it would go through because Jullie had everything perfectly organized and we had all the proof we needed. The only frustration was waiting on government delays. But when it was granted, it was a relief.”

Professionalism, Responsiveness, and Confidence

When asked to summarize the experience, the client highlighted three things: competence, responsiveness, and fairness.

“Number one is competence. I knew from the beginning that Jullie knew what she was doing and would get the job done. Number two is responsiveness—quick answers gave me confidence everything was moving forward quickly. And finally, the pricing was reasonable and fair compared to others I looked into. Combined with excellent service, it was absolutely worth the investment.”

Final Thoughts

For this real estate professional, partnering with Aero & Marine Tax Professionals wasn’t just about saving money—it was about saving time, reducing stress, and ensuring the process was handled correctly from start to finish.

“To have somebody handle the process, ask for the proof, and then take care of everything was a very big deal to me. It gave me peace of mind and let me focus on my business instead.”

Ready to create your very own exemption success story? Contact us today at 916-691-9192 or fill out a short form to request your free 30 minute tax liability consultation.