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REAL ESTATE INVESTORS

(because we are them)

Client membership includes:

  • Personalized tax planning and strategy
  • Federal, state and local tax preparation
  • Audit protection plan for returns prepared
  • Unlimited access to entire team
  • Email, phone, text, and voicemail support with response time in 1 business day or less
  • Access to vetted tax strategy implementation professionals
  • Fixed-rate pricing starting at $5,000 per year


Recommended for individuals that:

  • Have annual tax exposure of $50,000 or more AND
  • Budget at least $100,000 per year into tax advantaged investments OR
  • Acquire at least $350,000 per year of real estate


Looking for more info on this before submitting an inquiry?

Book a 10-minute call with a team member.

#ItsAboutYou

Our goal is to legally and ethically reduce the taxes paid over your lifetime.


Get started today by completing the brief form below to best describe your goals and needs.

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