Choose from our most popular plans below or contact us for a custom quote.
New R. E. Investor
$600/Year
- Individual Tax Return (up to 2 units)
- Customized Bookkeeping Template
- Best for House Hackers
Select
$750/Year
- Individual Tax Return (up to 3 units)
- Customized Bookkeeping Template
- Best for Growing Portfolios
Pro
$900/Year
- Individual Tax Return (up to 4 units)
- Customized Bookkeeping Template
- Best for Scaling Portfolios
Silver
$150/Month
- Individual Tax Return (up to 3 properties)
- Document Management Consultation
- Customized Bookkeeping Template
- Ongoing Email Support
- Tax Return Review Phone Call
- Tax Planning Session
- IRS Correspondence Support
Gold
$275/Month
- Individual Tax Return or One Partnership or Corp (up to 7 properties)
- Document Management Consultation
- Quickbooks Setup
- Quarterly Bookkeeping
- Ongoing Email Support
- Tax Return Review Phone Call
- Tax Planning Session
- Estimated Taxes
- IRS Correspondence Support
Platinum
$500/Month
- Individual Tax Return or One Partnership or Corp (up to 15 properties)
- Document Management Consultation
- Quickbooks Setup
- Monthly Bookkeeping
- Ongoing Email Support
- Tax Return Review Phone Call
- Process 1099’s
- Tax Planning Session
- Estimated Taxes
- IRS Correspondence Support
- IRS Correspondence Audit Support
* Monthly packages require a year long contract
* Extra charges may apply to co-mingling of entities
If you are not involved in real estate please contact us for a custom quote.