Our Services
TAX STRATEGY SUITE
MAXIMIZE YOUR REAL ESTATE PROFITS WITH EXPERT TAX ADVICE
As a real estate investor, managing the complexities of tax preparation can be challenging. Whether you're dealing with multiple rental properties, navigating complex tax regulations, or looking to maximize your deductions, investing in our Tax Strategy Suite means we handle the complexities of your tax preparation, so you can focus on growing your investments and achieving your financial goals.
Clients interested in this service should...
Invest in rental real estate
Be seeking a long-term partnership for ongoing support
Be open to working with a virtual advisory firm
THIS IS FOR YOU IF...
You Don't Run Payroll or Have Employees
If you do not have employees or have an in-house accounting team that runs payroll.
Year-Round Support Is Essential
If ongoing access to advisory support throughout the year is important for staying informed and compliant.
You Have a Strong Accounting Foundation
If you already have a solid grip on your accounting but need specialized tax advice to complement your existing financial management.
WHAT'S INCLUDED?
Starting at $2,000/year
With our Tax Prep Bundle, you'll have comprehensive, year-round support to maximize deductions and ensure compliance. Say goodbye to tax season stress and hello to creative solutions tailored to your unique needs.
Dedicated Account Manager
Quarterly Tax Estimates
Business & Individual Tax Return Prep and Filing
Tax Strategy Calls (July & November)
Tax Notice Response Service
