SERVICES

The Core 3

SERVICES

The Core 4

Start planning for next year today

If you’re like many investors, business owners, or high earning individuals, you know keeping clean and up-to-date financial records is key to making good financial decisions, minimizing your tax liability, and growing your wealth.

All these questions can be answered when you have a good accounting system that is updated regularly. Without one, you’re making educated guesses (at best).

After helping over 800 real estate investors, business owners, and high earning individuals we have experienced every tax situation there is!

Start planning for next year today

All these questions can be answered when you have a good accounting system that is updated regularly. Without one, you’re making educated guesses (at best).

After helping over 800 real estate investors, business owners, and high earning individuals we have experienced every tax situation there is!

Tax Hub

Your tax toolbox

Our online community where we host live calls with strategies, Q&A, case studies, etc. There's a course with lessons and modules, as well as templates our clients use all available to you.

Tax Planning

Strategic planning to stay ahead

This is where the money is. Instead of playing catch-up you're staying ahead and planning your tax situation in advance.Our more inclusive advisory service, providing you with more one-on-one time and analysis

Tax Preparation

Accuracy and proper reporting

Tax preparation is complex. You need a team that knows your industry and will prepare your tax return in accordance with your plan to maximize savings

Accounting

The backbone to everything

Leave the accounting, payroll and reporting to the professionals so you can focus on your business. Without accounting you can't tax plan, save or make the best business decisions

Tax Hub

Your tax toolbox

Our online community where we host live calls with strategies, Q&A, case studies, etc. There's a course with lessons and modules, as well as templates our clients use all available to you.

Tax Planning

Strategic planning to stay ahead

This is where the money is. Instead of playing catch-up you're staying ahead and planning your tax situation in advance.

Tax Preparation

Accuracy and proper reporting

Tax preparation is complex. You need a team that knows your industry and will prepare your tax return in accordance with your plan to maximize savings

Accounting

The backbone to everything

Leave the accounting, payroll and reporting to the professionals so you can focus on your business. Without accounting you can't tax plan, save or make the best business decisions

We're excited to work together.

Step 1

Apply to work with us

Complete the form on this page and our office will reach out to ensure we are a good fit.

Step 2

Onboarding

If we are a fit, we will onboard and collect all of your information required for your selected services.

Step 3

Implementing

After onboarding, we execute on the services you've chosen and are here to grow with you.

We're excited to work together.

Step 1

Apply to work with us

Complete the form on this page and our office will reach out to ensure we are a good fit.

Step 2

Onboarding

If we are a fit, we will onboard and collect all of your information required for your selected services.

Step 3

Implementing

After onboarding, we execute on the services you've chosen and are here to grow with you.

Tax Hub

What’s included:

1, 1-on-1 Tax Planning Session With An Advisor
Live Coaching Calls With Matt Bontrager, CPA & Managing Partner
Prior Coaching Call Recordings
Tax Tips and Strategies Discussion
Accounting Templates & Course
Tax Filing Course
Rental Real Estate Templates
BOI Filing Course
Tax FAQs
Community Phone App

Tax Planning

What’s included:

1-on-1 Tax Planning Meetings With Your Personal Advisor
Quarterly Strategic Tax Planning Meetings
Detailed Review of Prior Year’s Tax Returns for Missed Opportunities
Tailored Tax Plan with Actionable Insights
Comprehensive Accounting Analysis and Recommendations
Customized Entity Structure Chart
Tailored Tax Projections
Email Support from Your Advisor
Review of IRS Correspondence and Notices
2 Monthly Group Coaching Calls with Matt
Access To Our Tax Hub

Tax Preparation

What’s included:

Federal & State Income Tax Return Preparation
State LLC/Franchise Tax Return Preparation
Amended Return Preparation if errors are found
Extension Filing: Assistance with filing for tax extensions when necessary
Estimated Tax Payment Amounts for self-employed individuals
Professional representation before tax authorities, if needed
Secure and efficient electronic filing of tax returns

Accounting

$750+/monthly

What’s included:

Monthly Profit and Loss
Monthly Balance Sheet
Monthly Reconciled Bank Transactions
Monthly Reconciled Credit Card Transactions
KPI Analysis

Tax Hub

What’s included:

1, 1-on-1 Tax Planning Session With An Advisor
Live Coaching Calls With Matt Bontrager, CPA & Managing Partner
Prior Coaching Call Recordings
Tax Tips and Strategies Discussion
Accounting Templates & Course
Tax Filing Course
Rental Real Estate Templates
BOI Filing Course
Tax FAQs
Community Phone App

Tax Planning

What’s included:

1-on-1 Tax Planning Meetings With Your Personal Advisor
Quarterly Strategic Tax Planning Meetings
Detailed Review of Prior Year’s Tax Returns for Missed Opportunities
Tailored Tax Plan with Actionable Insights
Comprehensive Accounting Analysis and Recommendations
Customized Entity Structure Chart
Tailored Tax Projections
Email Support from Your Advisor
Review of IRS Correspondence and Notices

Tax Preparation

What’s included:

Federal & State Income Tax Return Preparation
State LLC/Franchise Tax Return Preparation
Amended Return Preparation if errors are found
Extension Filing: Assistance with filing for tax extensions when necessary
Estimated Tax Payment Amounts for self-employed individuals
Professional representation before tax authorities, if needed
Secure and efficient electronic filing of tax returns

Accounting

What’s included:

Monthly Profit and Loss
Monthly Balance Sheet
Monthly Reconciled Bank Transactions
Monthly Reconciled Credit Card Transactions
KPI Analysis

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FAQs

How much do your services cost?

Our different services range from $2,000 to $6,500+ for each individual service. Tax preparation fees may be larger but will depend on the complexity of each specific return (industry, amount of partners, complex financials, etc.)

What is the difference between Tax Planning and Tax Preparation?

Tax Planning is where you strategize and put a plan in place for your taxes. This is done through a series of phone calls and deliverables to ensure every area of your tax situation is covered. Tax Preparation is the compliance portion of your taxes. Preparing and filing your actual tax returns with the federal and state agencies.

Does your advisory service include tax preparation?

No, it does not. Tax Advisory and Tax Preparation are sold separately.

I may only need tax preparation right now, am I an ideal client?

Yes, you could be. If your tax returns are more complex than the average, having someone specialized in your industry is beneficial. We have other opportunities to receive advisory level services.

How can I ensure a smooth tax preparation process?

Our Tax Preparation fees assume your accounting work is complete and accurate. This means a Profit & Loss Statement and Balance Sheet if you’re a business. If you need help with Accounting, we have an Accounting service to assist you!

Will you help me find tax deductions?

As part of our Tax Planning service we will help identify what expenses you currently should be deducting given your current structure, as well as potential deductions for your business. As a rule of thumb, always start with what you’re currently spending money on as a potential deduction.