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.

    • Tax Return Preparation

    • Year-Round Access for "Quick Questions"

    • Loom Tax Return Review

    • Quarterly Tax Estimates - Safe Harbor

    • Tax Notice Response - Details Matter

    • Pre-Billed

    • Scheduled Portal Upload

    • Bookkeeping Review and/or adjusting entries add-on option available     

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.

    • Tax Return Preparation

    • Year-Round Access for "Quick Questions"

    • Loom Tax Return Review

    • Quarterly Tax Estimates - Calculated

    • Tax Notice Response - Details Matter

    • Pre-Billed

    • Scheduled Portal Upload - Priority Given

    • Annual Tax Planning Meeting with financial statement review