Choose from our most popular plans below or contact us for a custom quote.
New R. E. Investor*
$1,100/Year
- Individual Tax Return (up to 3 units)
- Customized Bookkeeping Template
- Eligible for Tax Strategy Sessions
- Limited Email Support
- Best for New Investors
Select*
$1,200/Year
- Individual Tax Return (up to 4 units)
- Customized Bookkeeping Template
- Eligible for Tax Strategy Sessions
- Limited Email Support
- Best for Growing Portfolios
Diamond*
$2,500/Year
- Individual Tax Return (up to 4 properties – 16 units)
- Customized Bookkeeping Template
- 2 Tax Strategy Sessions
- Unlimited Email Support
- Best for Scaling Portfolios
* Additional charges will apply to NY and CA residents or taxpayers with complex brokerage accounts, multi state returns, and other unique circumstances.
Silver*
$300/Month
- Individual Tax Return (up to 3 units)
- Tax Strategy Consultation
- Customized Bookkeeping Template
- Tax Return Review Phone Call
- Tax Planning Session
- IRS Correspondence Support
Gold*
$500/Month
- Individual Tax Return or One Partnership or Corp (up to 7 units)
- Tax Strategy Consultation
- Quickbooks Setup
- Quarterly Bookkeeping
- Tax Return Review Phone Call
- Tax Planning Session
- Estimated Taxes
- IRS Correspondence Support
Platinum*
$1,000/Month
- Individual Tax Return or One Partnership or Corp (up to 15 units)
- Tax Strategy 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
* Additional charges will apply to NY and CA residents or taxpayers with complex brokerage accounts, multi state returns, and other unique circumstances.
If you are not involved in real estate please contact us for a custom quote.
