Built for business owners building wealth through real estate
Most CPAs handle the business or the real estate. We do both - because the business is what funds the portfolio, and the portfolio is what builds the wealth.
These plans are designed to grow with you, from scaling the business through your first acquisition and beyond.
OUR SERVICES
The right level of support for your situation.
TAX PLANNING
Stop filing taxes.
Start planning them.
Tax preparation tells you what you owe. Tax planning changes what you owe. These plans are a separate, proactive engagement built to lower your tax burden year after year - available whether or not we prepare your returns.
Essentials
For W-2 earners and simple situations who want to stop overpaying and avoid April surprises.
Prices begin at:
$900/year
INCLUDES:
☑️ Witholding adjustment for a known change
☑️ 1 mid-year planning touchpoint
☑️ Event-driven tax guidance (marriage, home, new job, child)
☑️ Annual reminder of key planning dates
NOT INCLUDED IN ESSENTIALS:
— Full diagnostic or strategy report
— Forward projection of variable income
— Quarterly follow-ups
BEST FOR:
☑️ Mostly wage earners with predictable income
☑️ Clients navigating a known life change
Strategy
For individuals with growing complexity - rental income, a side business, equity comp, or a modest portfolio.
Prices begin at:
$2,250/year
INCLUDES:
☑️ Scoped tax diagnostic
☑️ Custom Tax Strategy Report
☑️ Full forward tax projection (all income sources)
☑️ 1 annual strategy planning meeting
☑️ Year-round access for tax questions
☑️ Implementation guidance
BEST FOR:
☑️ First rental property or side business
☑️ Equity comp, RSUs, or variable income
☑️ Clients ready for real strategy, not just a tune-up
ADD THE SCORECARD:
☑️ Annual Savings Scorecard (with a tax prep plan)
Premier
OUR FLAGSHIP
Our most complete engagement - built for business owners building real estate portfolios, and any operating business complex enough to need full strategy.
Prices begin at:
$5,000/year
WEALTH COORDINATION:
☑️ Annual meeting with financial advisor
☑️ Priorities across RE acquisition, entity structure & risk
☑️ Referrals to vetted specialists (RE attorneys, leaders, cost seg)
☑️ Year-round check-ins on portfolio priorities
WITH A TAX PREP PLAN:
☑️ Annual savings scorecard
☑️ Direct coordination with your prep team for implementation
THE FULL PLANNING SYSTEM
Proactive strategy across your business and real estate - entity structure, depreciation, REP status, cost segregation, and more
☑️ Complete tax diagnostic (business + real estate)
☑️ Custom Tax Strategy Report (full)
☑️ Strategy Implementation Tracker
☑️ Annual Strategy Planning Meeting
☑️ Quarterly action-item follow-ups
☑️ Forward tax projections as needed
☑️ Year-round priority access
*Prices shown reflect starting rates. Your final fee reflects the complexity of your situation - number of entities, real estate activity, income sources, and states involved. Tax planning is sold separately from tax preparation. The free withholding true-up that comes with our tax prep plans is based on your prior-year return; any forward-looking projection that accounts for changing income belongs to a tax planning plan. On scope: the strategy plan is priced for your situation as scoped at signing. If a new income stream or entity materially expands the word - for example, adding an operating business to a rental, or vice versa - that becomes a Premier engagement. The right tier is driven by the complexity of your situation, which we assess together before you sign.
YOUR BUSINESS - ENTITY TAX PREPARATION
Your operating business is the engine. These plans keep it compliant, protected, and positioned to fund the next chapter - whether that’s scaling operations or acquiring your first property.
Lite
Our Lite package gives you reliable entity tax prep for the growing business - filed accurately, on time, every year.
Prices begin at:
$1,500/year for entities*
CORE FILINGS
☑️ Federal + 1 state return prep & filing
☑️ Estimated tax calculations & vouchers
☑️ K-1 package for each partner
☑️ Live meeting to review return results
PLANNING & PROTECTION
— IRS/state notice coverage: none
— Forward Tax projections: see Tax Planning plans
— Accounting cleanup: billed separately
ACCESS & RESPONSE
☑️ Secure client portal
☑️ Brief emails & calls included
🕓 Standard response time (~1 week)
— Consultations: billed separately
— Scheduling: standard priority
INCLUDED PERKS
☑️ $250 discount on individual prep
☑️ Annual tax calendar & guide
☑️ Firm newsletter
Core
Our Core package gives you year-round protection for the business owner who can’t afford surprises between filings.
Prices begin at:
$2,250/year for entities*
CORE FILINGS
☑️ Federal + 1 state return prep & filing
☑️ Estimated tax calculations & vouchers
☑️ K-1 package for each partner
☑️ Live meeting to review return results
PLANNING & PROTECTION
☑️ IRS/state notice coverage: up to $500
☑️ Light accounting cleanup (<2 hrs)
ACCESS & RESPONSE
☑️ Secure client portal
☑️ Brief emails & calls included
☑️ 48-hour response time (Mon-Fri)
☑️ 1 in-person or video consultation
☑️ Priority scheduling over Lite
INCLUDED PERKS
☑️ $250 discount on individual prep
☑️ Annual tax calendar & guide
☑️ Firm newsletter
Premium
MOST COMPREHENSIVE
Our Premium package gives you the highest level of access and protection for the business owner who is serious about growth.
Prices begin at:
$3,250/year for entities*
CORE FILINGS
☑️ Federal + 1 state return prep & filing
☑️ Estimated tax calculations & vouchers
☑️ K-1 package for each partner
☑️ Live meeting to review return results
PLANNING & PROTECTION
☑️ IRS/state notice coverage: up to $2,500
☑️ Light accounting cleanup (<2 hrs)
ACCESS & RESPONSE
☑️ Secure client portal
☑️ Brief emails & calls included
☑️ 24-hour response time (Mon-Fri)
☑️ Up to 2 in-person or video consultations
☑️ First choice of scheduling dates
INCLUDED PERKS
☑️ $500 discount on individual prep
☑️ Annual tax calendar & guide
☑️ Firm newsletter
*Entities include s-corps, partnerships, trusts, llcs, and c-corps structures filing separate tax returns from an individual’s tax return.
Prices shown reflect starting rates and may vary based on complexity, structure and scope of work. Additional fees may apply for: extra state/local filings ・ 1099 filings ・ foreign filings ・ consolidation returns ・additional owners beyond 2. All clients receive access to our secure Karbon portal for document uploads, questionnaires, and engagement letters.
Tax clients may also add the services below:
Business Accounting
For small business owners who want confidence in their numbers and reliable financial visibility throughout the year - not just at tax time.
Our Business Accounting package gives you clear, organized financials and the confidence that your books are accurate so you can make better business decisions and avoid surprises at tax time.
Prices begin at:
$500/month
-
Ongoing bookkeeping and transaction categorization
Monthly financial reports
Bank and credit card reconciliations
Secure document sharing and digital record keeping
Annual 1099 tax filings
Responsive communication when questions come up.
Business Support Services
These services can be added based on your business needs and are typically discussed during your initial consultation.
Catch-up and clean-up bookkeeping
Misc. Tax Form Preparation
Annual business property filings
Worker’s comp audit support
Sales & Use tax filings
1099 tax filings
Additional reporting and compliance support
Consulting and Advisory
YOUR WEALTH & REAL ESTATE - INDIVIDUAL TAX PREPARATION
Rental income, K-1s from property LLCs, cost segregation benefits, REP status, 1031 exchanges - it all flows through your individual return. These plans reflect that complexity and the planning opportunities that come with it.
Lite
Our Lite package gives you a clean accurate individual return - the right foundation before the portfolio grows.
Prices begin at:
$1,000/year for individual returns
CORE FILINGS
☑️ Federal + 1 state return prep & filing
☑️ Estimated tax calculations & vouchers
☑️ Live meeting to review return results
PLANNING & PROTECTION
— IRS/state notice coverage: none
— Tax projections: see Tax Planning plans
— Wealth coordination: see Tax Planning plans
ACCESS & RESPONSE
☑️ Secure client portal
☑️ Brief emails & calls included
🕓 Standard response time (~ week)
— Consultations: billed separately
— Scheduling: standard priority
INCLUDED PERKS
☑️ Annual tax calendar & guide
☑️ Firm newsletter
Core
Our Core package is for the business owner whose personal return is getting more complex - rental income, K-1s, and growing tax exposure.
Prices begin at:
$1,500/year for individual returns
CORE FILINGS
☑️ Federal + 1 state return prep & filing
☑️ Estimated tax calculations & vouchers
☑️ Live meeting to review return results
PLANNING & PROTECTION
☑️ IRS/state notice coverage: up to $500
— Wealth coordination: see Tax Planning plans
ACCESS & RESPONSE
☑️ Secure client portal
☑️ Brief emails & calls included
☑️ 48-hour response time (Mon-Fri)
☑️ 1 in-person or video consultation
☑️ Priority scheduling over Lite
INCLUDED PERKS
☑️ Annual tax calendar & guide
☑️ Firm newsletter
Premium
MOST COMPREHENSIVE
Our Premium package is a year-round advisory relationship built to reduce your tax burden and coordinate your financial life.
Prices begin at:
$2,250/year for individual returns
CORE FILINGS
☑️ Federal + 1 state return prep & filing
☑️ Estimated tax calculations & vouchers
☑️ Live meeting to review return results
PLANNING & PROTECTION
☑️ IRS/state notices coverage: up to $2,500
— Wealth coordination: see Tax Planning plans
ACCESS & RESPONSE
☑️ Secure client portal
☑️ Brief emails & calls included
☑️ 24-hour response time (Mon-Fri)
☑️ Up to 4 in-person or video consultations
☑️ First choice of scheduling dates
INCLUDED PERKS
☑️ Annual tax calendar & guide
☑️ Firm newsletter
Prices shown reflect starting rates and may vary based on complexity, structure and scope of work. Additional fees may apply for: SE income or rental activity complexity ・extra state filings ・ 1099 filings ・ foreign filings ・ consolidation returns. All clients receive access to our secure Karbon portal for document uploads, questionnaires, and engagement letters. Specialist projects identified through wealth coordination are quoted separately and completed at the client’s discretion.
Getting started is easy.
1
Tell Us About You
Start by completing a short intake form.
2
Quick Fit Conversation
We’ll connect to learn more and ensure we’re a good fit for each other.
3
Paid Strategy Session
We’ll walk through your situation and recommended next steps. If you decide to move forward, your consultation fee ($300) is applied toward your services.
Anthony helped take the guess work out of our tax planning
About 3-4 years ago, we were looking for a better solution for a CPA and found Anthony. His professionalism, business mindset, and well-defined process has been outstanding in terms of the way he’s been able to counsel us in certain areas of our business and helped with our tax forecasting. Given that our business has an impact on our personal financials, we no longer question if we’re withholding enough or over withholding and don’t have to worry about having a huge tax bill at the end of the year.