Get financial clarity, supercharge your portfolio, and achieve sustainable growth.

  • Professional

    Our team of tax accountants and professionals are also real estate investors and enthusiasts, so we understand the unique challenges and opportunities that real estate investors face.

  • Proactive

    We stay ahead of the curve by continuously monitoring changes in tax laws and regulations. Our proactive approach ensures that you benefit from the latest tax incentives, credits, and deductions available to real estate investors.

  • Personalized

    We believe in personalized service. Our team works closely with you to understand your investment goals and financial situation, crafting tailored tax strategies that align with your objectives.

Tax Planning for Real Estate & Small Businesses

Tax planning is key in optimizing the financial growth of your real estate business. It allows you to save on taxes while complying to the legal obligations and requirements the state that you’re in.

Our Tax Planning Packages

Below are our starting packages for this service. Fill out the form below so you can get a custom proposal that suits your business needs.

  • All services included in the bronze package plus:

  • One additional - 1 On 1 Tax Consulting Calls (2 Total calls per year)

  • Two - 30 min Check-In Calls

  • Quarterly Estimated Tax Payment Preparation

  • IRS Notice Support (Excludes Audits)

  • Tax Research

  • Option to purchase additional consulting calls and services at discounted rates (25%).

MOST POPULAR

SILVER

$5,400/YR

  • All services included in the bronze and silver packages plus:

  • Two additional - 1 On 1 Tax Consulting Calls (4 total per year)

  • Annual Tax Projection Preparation

  • Review of Time logs

  • Document Review

  • Option to purchase additional consulting calls and services at discounted rates (35%).

GOLD

$8,100/YR

  • Onboarding meeting

  • Accounting & Bookkeeping Assessment

  • Entity Structure Review

  • Review of 3 Prior Tax Returns

  • One - 1 On 1 Tax Consulting Calls

  • Tax strategy plan

  • Email Support

  • Option to purchase additional consulting calls at discounted rates (10%).

BRONZE

$3,600/YR

Ready to commit?

Fill out the form below and get one month free.

Individual Returns Starting at $1,000

Business Returns Starting at $1,750

Tax Return Preparation 

Tailored specifically for real estate and small businesses, our Tax Return Preparation services aims to give you financial peace of mind with:

  • Federal & State Income Tax Return Preparation

    Accurate and timely filing to keep you compliant.

  • Amended Return Preparation

    Correct any past mistakes and optimize your returns if necessary.

  • Extension Filing

    Extra time to file if required, ensuring no detail is overlooked.

  • Deduction & Credit Maximization

    We identify and apply every possible deduction and credit to minimize your tax liability.

  • Regulatory Compliance

    Stay fully compliant with ever-changing tax laws and regulations.

  • Electronic Filing

    Quick and secure electronic submission for faster processing and refunds.

work with us

Accounting & CFO Support

Our accounting and CFO services are specifically tailored to meet the unique requirements of real estate investors.

Our Accounting Packages

Below are our starting packages for this service. Fill out the form below so you can get a custom proposal that suits your business needs.

  • Weekly Transaction Coding

  • Weekly Account Reconciliations

  • Monthly Financial Statement Package - Customized

  • Journal Entry Recording

  • Payroll Processing

  • Unlimited Accounting/Bookkeeping Email Support

  • Monthly Performance Calls

  • Budget Preparation with Monthly Budget to Actuals

  • CFO On-Demand

  • Bank & Vendor Relationship Assistance

MOST COMPREHENSIVE

GOLD

starts at

$1,650/MO

Great for businesses with > $800k in revenue or businesses looking to scale fast

  • Monthly Transaction Coding

  • Monthly Account Reconciliations

  • Monthly Financial Statement Package using Quick Books

  • Journal Entry Recording

  • Accounting/Bookkeeping Email Support

  • Quarterly Performance Calls

SILVER

starts at

$599/MO

Great for businesses with $300k-800k in revenue

  • Quarterly Transaction Coding

  • Quarterly Account Reconciliations

  • Quarterly Financial Statement Package using Quick Books

  • Journal Entry Recording

  • Accounting/Bookkeeping Email Support

BRONZE

starts at

$399/MO

Great for businesses with < $300k in Revenue

Ready to commit to services?

Fill out the form below and get one month free.

Interested in working together?

Here’s how we can get started.

Step 1: Review Our Minimum Pricing

We suggest reviewing our minimum pricing before you begin to ensure that our services are within your budget.

Step 2: Accomplish our Application Form

Please fill out the application form to share some initial details about your company and your specific requirements. This form helps us gather essential details so we can better understand how our services can benefit you.

Step 3: Schedule a Discovery Call

Once we receive your application, we’ll invite you to schedule a discovery call. This call is an opportunity for us to learn more about your business, your financial goals, and the challenges you’re facing. During the call, we’ll discuss how our accounting and CFO services can be tailored to meet your unique needs.

Step 4: Receive a Custom Proposal

After our discovery call, our team will prepare a custom proposal tailored to your business needs. Within 48 hours, you’ll receive a detailed outline of the services we recommend, along with a pricing structure and implementation plan. This proposal is designed to provide a clear roadmap for how we can help you achieve your financial goals and support your real estate investments.

Frequently Asked Questions

  • We pride ourselves in taking over the overwhelming aspects of your business to allow business owners to focus on revenue generating activities while having better insight on their business' performance to make timely strategic decisions.

  • Most of our business owners are passionate entrepreneurs with a fast-growth mindset. Some of our more established clients do between 1-10M in Revenue and we also work with start-up companies that are pre-revenue.

  • Landlords that own and manage rentals using a long-term, mid-term, or short-term rental strategy. Owners that have a few properties and others that owner 100+ units. In addition to landlords, we also work with fix & flip investors and wholesalers.

  • In general, expenses that are "ordinary & necessary" for your real estate business are deductible. There are lots of exceptions and rules that we are happy to educate our clients on.

  • There are lots of ways to optimize your portfolio. The first way is to make sure your structure is set up property.

  • You should be analyzing the performance of the properties and business on a monthly basis (at least). This is the only way you can ensure that you are making money in your business.

  • Buy & hold properties are treated very differently for tax purposes than properties that are being flipped in a short period of time. Buy & hold rental properties qualify for more tax benefits as they are considered "passive activities" in the eyes of the IRS.

  • We understand that we are not the lowest priced option available. However, we take a proactive approach to tax planning and strategy with our clients. Most CPAs are only tax preparers. We are also a specialized service which allows use to be dialed in to the tax code and ever changing regulations to provide you with the best strategies for tax savings.

  • Please allow between 24 - 48 hours for email response time.

For Partnerships/ Collaborations

We do speaking events and hold Q&A sessions. We love collaborating with partners as well. If you are looking to book us for a speaking event or interested in another collaboration, please fill out the form below.