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Services

Tax Planning

Tax planning is not just about filing your return; it's about building your wealth. We'll work closely with you to create a tax strategy tailored to your real estate investment goals. We'll explore every avenue to minimize your tax liability, from maximizing deductions to strategically structuring your business, ensuring you keep more of what you earn and build a financially secure future.

$499

 

DIY Investor

  • Ultimate Guide to Tax Deductions for Real Estate Investors"

 

  • "Tax Planning Toolkit for Real Estate Investors"

    • Actionable steps and specific requirements for implementing each tax strategy, allowing you to take concrete actions toward tax optimization.

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New Investor

  • Everything from “DIY Investor” plus...

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  • Comprehensive personalized tax plan tailored to your unique situation, providing step-by-step guidance on implementing the most beneficial tax strategies for your portfolio

 

  • Two consultation calls to walk through your tax plan and answer any questions

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Investor Ready to Scale

  • Everything from “DIY Investor” and “New Investor” plus...

 

  • Transform your tax strategy into a generational wealth engine. We don't just save you taxes; we design and implement powerful plans to maximize your savings across your business, real estate, and retirement.

 

  • Experience proactive tax planning with unlimited advisor access. We'll guide you through real-time decisions, from leveraging travel for business to structuring new property deals, ensuring you maximize tax savings across all aspects of your financial life.

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Accounting & Bookkeeping Services

​As your outsourced CFO, we become your strategic partner. We'll handle all your accounts payable and receivable, from contractor payments to rent tracking, providing you with accurate, up-to-date data for informed decisions about your properties. We'll make sure your record keeping is accurate, and audit-ready.  We don't just report the numbers; we help you use them to make informed decisions that drive profitability and minimize your tax burden. We'll proactively identify opportunities for tax optimization, analyze potential deals, and guide you towards building a sustainable and profitable real estate portfolio.

Our monthly accounting services scale with your business size

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Tax Preparation

Our team ensures that all strategies discussed in your personalized tax plan are properly reflected in your tax returns, maximizing your legitimate deductions while maintaining compliance. This includes ensuring that all eligible deductions, credits, and tax savings opportunities are accurately identified, calculated, and applied to your specific tax situation.​

Professional tax preparation, priced per tax form, ensuring you only pay for the services you need

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