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.
What you're dealing with, and what changes
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
Depreciation and losses that never seem to lower the tax bill
What changes with usREPS and short-term rental planning so losses count, and cost segregation when a study is worth it
- What you're dealing with
A CPA who only shows up in February
What changes with usA written plan reviewed with you during the year
- What you're dealing with
Messy records across properties, LLCs and partners
What changes with usProperty-level books from $600 a month
- What you're dealing with
A sale coming up with no plan for the gain
What changes with us1031 exchange and capital gains strategy, planned before you list
- What you're dealing with
A structure that no longer fits the portfolio
What changes with usEntity structure across properties and partners
Talk through your numbers
A free 30-minute call. You'll leave knowing what to do next, whether or not we work together.
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 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
Start with a free 30-minute conversation.
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.
- [email protected]
- Phone
- (347) 509-4952
- First call
- Free, 30 minutes
- Clients
- Across the United States, served virtually