Foundation
$2,997/year
Self-employed and early owners, $75k–$250k income
- Two strategy sessions a year
- Written tax plan with specific actions
- Entity and S corp election analysis
- QBI and retirement contribution strategy
- Quarterly estimate calculations
Tax strategy and bookkeeping for real estate investors
Keep more of what your properties earn. Real estate is one of the most tax-advantaged assets in the U.S., but only if the strategy is planned before the year ends and the records back it up. We build year-round tax plans and property-level books for investors.
What you're dealing with, and what changes
The problems we hear most from owners like you, and exactly what's different once we're working together.
Depreciation and losses that never seem to lower the tax bill
Cost segregation, REPS and short-term rental planning so losses count
A CPA who only shows up in February
A written plan reviewed with you during the year
Messy records across properties, LLCs and partners
Property-level books from $600 a month
A sale coming up with no plan for the gain
1031 exchange and capital gains strategy, planned before you list
A structure that no longer fits the portfolio
Entity structure across properties and partners
Real estate investors, including:
- Long-term rental portfolios
- Short-term rentals (Airbnb, VRBO)
- Investors pursuing real estate professional status
- BRRRR and value-add investors
- Syndication and partnership investors
- Owners planning a sale or 1031 exchange
Straightforward, fixed pricing.
Growth
$5,997/year
Owners and investors, $250k–$1M income, 1–5 properties
- Four strategy sessions a year
- Mid-year projection and adjustments
- Cost segregation, REPS and STR analysis
- 1031 and capital gains planning
- Multi-entity structuring
Advanced
$10,997/year
$1M+ income, 5+ properties, or a sale on the horizon
- Monthly strategy sessions
- Multi-year income timing and deferral
- Exit, M&A and QSBS planning
- Estate and succession coordination
- IRS correspondence strategy
Book a free 30-minute call
Tell us what your numbers are doing and what's worrying you. You'll leave knowing what to do next, whether or not we work together.