Choose from our most popular plans below or contact us for a custom quote.
New R. E. Investor*
$750/Year
- Individual Tax Return (up to 2 units)
- Customized Bookkeeping Template
- Best for New Investors
Select*
$900/Year
- Individual Tax Return (up to 3 units)
- Customized Bookkeeping Template
- Best for Growing Portfolios
Pro*
$1,000/Year
- Individual Tax Return (up to 4 units)
- Customized Bookkeeping Template
- Best for Scaling Portfolios
Silver*
$200/Month
- Individual Tax Return (up to 3 units)
- Document Management Consultation
- Customized Bookkeeping Template
- Tax Return Review Phone Call
- Tax Planning Session
- IRS Correspondence Support
Gold*
$400/Month
- Individual Tax Return or One Partnership or Corp (up to 7 units)
- Document Management Consultation
- Quickbooks Setup
- Quarterly Bookkeeping
- Tax Return Review Phone Call
- Tax Planning Session
- Estimated Taxes
- IRS Correspondence Support
Platinum*
$800/Month
- Individual Tax Return or One Partnership or Corp (up to 15 units)
- 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
* Additional charges may apply to taxpayers with crypto-currency, brokerage accounts, multi state returns, and other unique circumstances.
If you are not involved in real estate please contact us for a custom quote.