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Tax Strategy & Advisory Services for Real Estate Investors

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 Tax Strategy Built for Real Estate Investors
    Valid for 2 weeks
    • 90-minute strategy call
    • Tax plan (15+ pages) for this year and future investments
    • Entity optimization across LLCs, S-Corp, and holdcos
    • Deduction deep dive for property-related expenses, etc.
    • Passive loss & REPS planning
    • Bonus depreciation & cost segregation recommendations
    • IRS & court case references to support aggressive positions
    • 2 weeks of follow-up email support for Q&A and next steps

  • Tax Strategy + Core Implementation

    5,000$
     
    Done-For-You Tax Strategy Execution for Real Estate Investors
    Valid for one month
    • Everything in Real Estate Tax Strategy Intensive
    • Full implementation of core strategies
    • Unlimited email access during implementation

  • Strategic Plan Membership

    2,750$
    Every 3 months
    +$995 Onboarding & Setup Fee
    Year-Round Tax Strategy & Support for Real Estate Investors
    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
    • Unlimited tax strategy support via email
    • Proactive planning for cost segregation, REPS, etc.

  • Family Office Plan

    5,750$
    Every 3 months
    +$1,500 Onboarding & Setup Fee
    Advanced tax and wealth planning for real estate pros—with full team coordination.
    Valid for 12 months
    • Everything in the Strategic Plan Membership
    • Cash flow planning & portfolio-level tax optimization
    • Estate and legacy tax strategy
    • Coordination with your legal, insurance, and financial team
    • Unlimited strategy sessions with VIP priority access

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 tax return and one separate business entity return (e.g., S Corporation, partnership, or multi-member LLC). Personally owned rental properties reported on Schedule E are included in the individual return. Bookkeeping, historical cleanup, and services outside the defined scope — such as cost segregation study coordination, amended returns, or multi-entity structuring — 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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