About Mitchell

Mitchell Baldridge is a CPA, CFP®, and serial entrepreneur who's saved his clients over $50 million in taxes over the past decade. His approach is simple: it's not what you make, it's what you keep.

He's built three companies—Better Bookkeeping, RE Cost Seg, and Baldridge Financial—each targeting different stages of the wealth-building journey for business owners and real estate investors.

What sets Mitchell apart is his ability to make complex tax strategies accessible. He started tweeting tax tips in October 2020 and quickly gained a following by breaking down strategies that people didn't even know existed. His weekly newsletter, "The General Ledger," reaches thousands of business owners who've learned to save an average of $23,000 per year using his methods.

Mitchell's philosophy goes beyond just filing returns—he builds lifelong strategies for clients to help them turn tax savings into wealth acceleration. Whether you're a real estate investor looking for immediate tax relief, a growing business needing reliable systems, or a high-net-worth individual wanting comprehensive planning, Mitchell and his team bring both technical expertise and entrepreneurial insight to help you keep more of what you earn.

Portfolio

Baldridge Financial

A full-service financial planning and tax firm that works with small and midsize business owners who have significant wealth in their business, a complex tax situation, and an expensive yet underperforming tax and financial planning team.

Cost Segregation is a powerful tool for real estate owners to save money on taxes. It increases your cash flow by reducing your taxable income. We've performed thousands of cost seg studies in all 50 states.

Better Bookkeeping

Beyond bookkeeping, we are the end to end tax and financial operating system for founders and solopreneurs. From expense classifications to tax strategy and filing, we have you covered.

Get my newsletter in your inbox each week.

Oops! Something went wrong.