Proactive, Year-Round Tax Planning for Real Estate Investors
Maximize deductions and build tax-advantaged wealth with an experienced real estate CPA partner. Trusted advisors for Buy & Hold, STR, Flippers, and Syndications.
The Advanced Package is the ideal service for real estate owners who need continuous tax planning and scenario-based decision assistance, without needing full business advisory bells and whistles. We are your year-round strategy partner, not just a seasonal tax preparer.
Proactive Planning
At least three meaningful contacts per year: tax prep, tax planning, and decision assistance for major decisions like buying vehicles or selling rentals.
Unlimited Quick Chats
Call, text, or email your dedicated two-person tax team whenever you need advice—without worry of being nickeled and dimed.
Specialized Expertise
Direct access to experienced real estate CPAs and tax consultants for REPs, STR Loophole, Cost Segregation, 1031s, and Partnership Entity Benefits.
Solutions Tailored to Your Investment Strategy
Short-Term Rental Hosts
Leverage the Short-Term Rental Loophole to deduct passive losses against W-2 income. Requires average stay of 7 days and material participation.
We handle the intricacies and diligence required for STR setup and compliance, ensuring you maximize every available deduction.
Long-Term Buy & Hold
Optimize depreciation schedules with 27.5- or 39.0-year timelines. Utilize Cost Segregation Studies and Form 3115 to accelerate depreciation and create immediate paper losses.
Properly navigate 1031 Like-Kind Exchanges for tax-deferred sales and maximize your long-term wealth building strategy.
Real Estate Flippers
Expert assistance with property disposition and sales, ensuring correct accounting for acquisition and selling expenses while managing capital gains exposure.
Strategic planning to minimize tax burden on short-term investment properties and optimize your flip strategy for maximum profitability.
House Hackers & Beginners
Ensure correct cost basis and asset identification, proper loan amortization, and minimize risk when combining personal and rental use of your property.
Guidance on realizing Real Estate Professional Status (REPS) to avoid passive loss limitations and unlock powerful tax advantages.
Syndication Investors
Strategy on using partnership holding companies (Form 1065) to reduce audit risk and mechanically show at-risk basis in assets.
Handling complex multi-state filings (K-1s) and passive activity loss limitations with precision and expertise for your investment partnerships.
Transparent Advanced Package Pricing
Our fees are customized, but always fixed and outlined in your initial proposal. There are no hidden fees. Your annual fee is prorated based on your onboarding date.
Common Investor Add-On Fees
Rental Property Tax Prep
$100 to $200 per rental
Varies based on record cleanliness. Prepared financials cost less than complex or messy records requiring extra work.
Cost Segregation Setup
$625
Includes Form 3115/481(a) calculation for existing rentals to accelerate depreciation and create immediate tax savings.
Complex State Tax Return
$250 to $400
Required for non-resident state filings with state-level decoupling from federal rules like bonus depreciation and REPS status.
1031 Like-Kind Exchange
$450 to $750
Required for complex exchanges (2:1, 1:2) and confirming prior exchange integrity for compliant tax-deferred sales.
Free Resources to Maximize Your Real Estate Tax Strategy
The Real Estate Investor's Tax Strategy Checklist
An actionable, one-page guide to optimizing depreciation, managing STR participation, and reducing audit risk before year-end. Download your 2025 edition today.
Let's ensure you have the best strategy in place to leverage the tax code for real wealth creation. Your complimentary discovery call is the first step toward year-round tax optimization.