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
Year-round tax planning for owners and investors
Written, year-round tax strategy for owners, real estate investors and high earners. Built on your real numbers, reviewed during the year, and billable monthly.
Pick the depth of planning you need.
Tax preparation is quoted separately for Tax Strategy and Financial Operations clients: individual returns (1040) from $1,500, business returns from $1,500.
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 review (studies by specialist firms), 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
What we plan for
Entity & owner pay
S corp elections, reasonable salary, and the interaction with QBI and retirement.
Retirement
Solo 401(k), SEP and defined benefit options sized to your income.
Real estate
Whether a cost segregation study is worth it (studies by specialist firms), 100% bonus depreciation, REPS, short-term rentals and 1031 exchanges.
Income timing
Multi-year modeling so income and deductions land in the right year.
State & SALT
Pass-through entity tax elections and multi-state planning.
Exit & big events
Asset vs. stock sales, QSBS and major transactions planned ahead.
Good strategy needs good books.
Cost segregation, REPS hours and 1031 timing all depend on clean property-level records. Add Investor Books and your plan runs on real numbers. Growth strategy plus Investor Books comes to about $1,100 a month.
- Per-property P&L every month
- Depreciation schedules kept current
- Loan, escrow and deposit reconciliations
Investor Books
$600/month
Up to 5 properties and 2 entities (about 100 transactions a month)
- Property-level income and expense tracking
- Rent, mortgage, escrow and loan reconciliations
- Per-property P&L each month
- Depreciation schedules kept current
- +$75/month per additional property
- Quarterly option: $1,650 per quarter
Let's find what you're overpaying.
Bring last year's return. On a free 30-minute call we'll tell you where the opportunities are and whether a plan is worth it for you.
- [email protected]
- Phone
- (347) 509-4952
- First call
- Free, 30 minutes
- Clients
- Across the United States, served virtually