Our CPA services are specifically tailored for real estate investors, self-employed professionals, W-2 employees, and families who want expert tax preparation and proactive tax planning strategies. 

Whether you're a landlord, house flipper, short-term rental operator, or real estate syndicator, we help you navigate tax-saving opportunities, maximize deductions, and stay compliant with evolving tax laws.

As a real estate investor, you’ll have direct access to our team of tax professionals and a dedicated CPA who will serve as your Member Relationship Manager. 

We take a personalized approach, carefully matching you with the right expert based on the information you provide in our interest form. Whether you need tax preparation, strategic tax planning, or a more holistic approach, our team ensures you receive expert guidance tailored to your unique real estate tax needs.

All service pricing will be clearly communicated upfront before any services are provided.

Factors include the number of years to be filed, returns per year, and the complexity of your personal tax situation. 

We provide transparent pricing with no hidden fees.

Tax Preparation Packages and Pricing

Firm Membership and Tax Strategy Details

Check out our Free Resources:

• Video Lessons
• Podcast
• Private Community

Complete the brief interest form above on this page, and a member of our team will promptly reach out and connect you with your Tax Pro.