Tax Services
Confidence, clarity, and no last-minute surprises.
Packages & Pricing
We offer four levels of service outlined below:
Tax Prep & File
Essential
Done-for-you tax prep for real estate investors who want peace of mind and no stress come tax time.
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Tax Return Preparation
Year-Round Access for "Quick Questions"
Loom Tax Return Review
Quarterly Tax Estimates Based on Prior Year
Tax Prep & File
Plus
Tax prep and plan ahead. Includes everything in Essential plus calculated tax estimates and a year-end review so your return isn’t a surprise.
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Tax Return Preparation
Year-Round Access for "Quick Questions"
Loom Tax Return Review
Quarterly Tax Estimates - Calculated
Annual Tax Planning Meeting with financial statement review