Strategic advisory, accurate returns, and clean books. Built for how serious investors and professionals actually operate.
Ongoing strategic guidance so you're never surprised at year-end. Billed monthly. Pricing discussed on your discovery call.
Proactive tax strategy for real estate investors who want year-round guidance, not just a tax return.
Comprehensive tax advisory for investors scaling their portfolio who need strategic oversight across acquisitions, entities, and classifications.
White-glove tax advisory for investors running complex, multi-entity portfolios where every deal has tax implications.
Annual returns for individuals, LLCs, S-corporations, partnerships, and trusts. Priced by complexity, not padded for margin.
| Complexity | Price Range |
|---|---|
| Simple returns | $300 |
| Moderate complexity | $1,000–$2,000 |
| Complex (multi-entity, multi-state) | $2,500–$5,000 |
Monthly QuickBooks Online maintenance, reconciliation, and reporting. Your numbers stay clean so your tax prep is never a scramble.
| Scope | Monthly Price |
|---|---|
| Basic (few transactions, 1 entity) | $100–$300 |
| Standard (moderate volume) | $300–$600 |
| Complex (high volume, multiple entities) | $600–$1,000 |
