Choose from our most popular plans below or contact us for a custom quote.
New R. E. Investor*
$1,200/Year
- Individual Tax Return (up to 3 units)
- Customized Bookkeeping Template
- Eligible for Tax Strategy Sessions
- Limited Email Support
- Best for New Investors
Select*
$1,300/Year
- Individual Tax Return (up to 4 units)
- Customized Bookkeeping Template
- Eligible for Tax Strategy Sessions
- Limited Email Support
- Best for Growing Portfolios
Diamond*
$2,700/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 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 multi-state returns and other unique circumstances.
If you are not involved in real estate please contact us for a custom quote.
