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Proven Tax Strategy & Advisory Services That Save Real Estate Investors Thousands

Custom planning and implementation designed to reduce your tax burden, optimize your entities, and grow wealth across your real estate portfolio. Choose the plan that fits — or book a call for expert guidance.

  • Real Estate Tax Strategy Intensive

    3,500$
     
    One-time plan that has saved investors $50K+ in taxes.
    Valid for 2 weeks
    • Comprehensive tax plan (15+ pages) for this year and beyond
    • Entity optimization across LLCs, S-Corps, and holdcos
    • Deduction deep dive for property-related expenses, etc.
    • Passive loss & REPS qualification planning
    • Bonus depreciation & cost segregation recommendations
    • IRS & court-backed references for stronger tax positions
    • 2 weeks of follow-up email support for Q&A and next steps

  • Tax Strategy + Core Implementation

    5,500$
     
    Done-for-you execution that pays for itself many times over.
    Valid for one month
    • Everything in the Tax Strategy Intensive
    • Full implementation of core strategies (filings, setups)
    • Unlimited email support during implementation
  • Best Value

    Strategic Plan Membership

    2,750$
    Every 3 months
    +$995 Setup Fee
    Our most popular plan — ongoing strategy + quarterly support to keep you ahead year-round
    Valid for 12 months
    • Everything in Tax Strategy + Core Implementation package
    • Quarterly tax strategy sessions
    • Business tax preparation
    • Individual tax preparation
    • Quarterly estimated tax calculations & payment reminders
    • Proactive planning for cost segregation, REPS, etc.
    • Unlimited email support (48-hour response time)

  • Family Office Plan

    5,750$
    Every 3 months
    +$1,500 Setup Fee
    Family Office–level planning for advanced investors with complex portfolios.
    Valid for 12 months
    • Everything in the Strategic Plan Membership
    • Investment-aligned budget creation
    • Cash flow planning & portfolio-level tax optimization
    • Financial reporting for confident decision-making
    • Estate & legacy tax strategy
    • Coordination with your legal, insurance, and financial team
    • Unlimited strategy sessions with VIP priority access
    • Unlimited email and phone support (24-hour response time)

Pricing does not include backend fees, third-party commissions, or out-of-pocket expenses (e.g., filing fees, entity formation costs). Fees may increase for complex portfolios, high-scope planning, or advanced tax strategies. Each plan includes support for one individual federal tax return (Form 1040) with up to one attached Schedule C, E, F, or K-1, and one separate business entity return (e.g., S Corporation, partnership, or multi-member LLC). Additional schedules, passthrough interests, or entities may incur extra charges. Personally owned rental properties reported on a single Schedule E are included in the individual return. Bookkeeping, historical cleanup, and services outside the defined scope — such as amended returns, multi-entity structuring, or cost segregation study coordination — may be billed separately at an hourly rate if needed. Strategic recommendations related to cost segregation are included in relevant tax planning packages.

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