Tax Services

Confidence, clarity, and no last-minute surprises.

Packages & Pricing

We offer four levels of service outlined below:

Done-for-you tax prep for real estate investors who want peace of mind and no stress come tax time.

- Tax Return Preparation
- Year-Round Access for "Quick Questions"
- Loom Tax Return Review
- Quarterly Tax Estimates Based on Prior Year

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.

- 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