Tax Preparation

For Established Real Estate Investors and Business Owners

Comprehensive tax preparation services, tailored to navigate complex tax regulations effectively.

Tax Preparation

For Established Real Estate Investors and Business Owners

Comprehensive tax preparation services, tailored to navigate complex tax regulations effectively.

giving you strategy and compliance

It's important to make sure your strategies actually make it to your tax return and reflect appropriately. Compliance both federally and state wide is key to ensuring less fees and headache.

This can cost you thousands in taxes over the years. Many tax preparers aren’t experts on real estate and business tax codes. When it comes time to file your returns, you need tax professionals who won’t make critical mistakes that cost you money. Each tax return we prepare goes through review to ensure everything is filed accurately and that your strategies are actually reported on your tax return to maximize savings.

Leave the Heavy Lifting To Us

80% of the tax returns we file were filed wrong the previous year. Wether it was simple errors or missed opportunities for saving, there is more to preparing your taxes than you think.

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.

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.