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RevenueSafe is an online company. Based on 11 reviews on TrustPlane, it has an average rating of 5.0 out of 5 stars. Last reviewed March 11, 2026.
RevenueSafe brought a level of depth and forward planning that completely changed how I approach my finances. If you have meaningful income or real estate exposure, proactive planning isn’t optional IMO it is essential. Cost segregation is always made out to be this crazy thing but RevenueSafe makes it simple.
Tax planning always scared me because there's so many people out on social media pushing a bunch of gargbage. I spent years trying to find someone who seriosly understands taxes and focuses on real estate and cost segragations. RevenueSafe with out a doubt is the right fit for me because I own multiple business and 14+ rental properties and most other firms can't handle this level of complexity or nuance.
I am so happy that I no longer rely on my CPA for tax advisory. It's not he was a bad CPA - it's just that he simply did not think about proactive tax strategies nor did he understand how to leverage my real estate to offset my active income. Stuff I knew I needed to implement but didn't have the support or confidence to do on my own.
Being 31 and new to business means that I always figure things out as I go. And, to be quite honest with you, my tax bill always hurt but I for the longest time I treated as doing business in CA/US. That was until my friend had been working with the team at revenuesafe made an intro between Ziv and I. From the beggining it was clear that this wasn't some company out to sell you something. Ziv actually took the time to learn about my business and my family structure (I was just getting married at the time) and help me asses the best opprotunites that I could take advntage of from a tax planning perspective. Today because of the Ziv and the team, I've been able to visualize and implement real savings, nothing fancy, just pure tax savings. The experience was super simple because from the beggining Ziv and the team reviewed my returns and showed me right away how much I could save and what it would cost to make it happen.
Our firm has used their platform in beta for a few months now. It’s been a game changer for our team - increasing productivity and output by well over 100%. Excited to see how the new platform develops.
Been running an agency in Miami for several years now. Thankfully our business has been growing strong for the past few years. Came to revenue safe because we wanted to claim tax credits and see if we could save on taxes. The team is the real deal - saved us roughly 30% on our tax liabilities through strategic tax planning initiatives our CPA and us never even heard of
I️ worked with the RevenueSafe team on my tax planning strategy for my construction company based in Los Angeles, and we couldn’t be more satisfied. With the guidance of their tax attorneys and account executives, we were able to save tens of thousands of dollars, where our general CPA could simply not assist us. They took a deep dive into our books and discovered tax savings we were not aware of for years. I️ highly recommend consulting with them for their expert guidance and seamless process. 5-stars!
Reached out to Revenue Safe with help for an ERC compliance review. I wasn’t satisfied with the work the firm I previously worked with did and wanted an attorney to provide me with substantiation - this all being prompted after a good buddy of mine got his ERC audited by the IRS. Their price wasn’t the cheapest but the quality of the work and deliverables is top tier. A robust legal memo with calculations, tax codes and government mandates which outlined our businesses eligibility. Im sleeping better at night knowing I did this. My account executive Yaniv also ended up identifying me as a good fit for strategic tax planning and provided me a complimentary review. were uncovering lots of dollars in tax saving opportunities and working on implementing them this upcoming tax year
My family and I own a manufacturing facility in Southern California. We pay a lot of taxes. I always thought my accounts were doing a good job and taking care of us but 2023 I got 100k in tax savings thanks to revsafe and the team there. They’re professional and the attorneys are world class. Thank you to Ziv for being a great account executive and making it easy. Definitely reach out if you’re looking for help reducing your tax liability.
I worked with Yuval and Tatiana for our R&D tax credit. They both made the experience delightful. We're a dental lab in New Jersey that develops custom product and invests heavily into research and we'd heard about the R&D but had no clue where to start. Attorney Justin was very informative and helped answer every question we had. Super happy to have been able to take advantage of this credit. Highly reccomend this team
ERC Max Credit has been great! Easy process, and easy to communicate with. Looking forward to growing my business!
According to TrustPlane, RevenueSafe has a 5.0/5 rating based on 11 verified reviews as of April 2026. Source: trustplane.app/company/revenuesafe-com
