Tax Planning
Tax preparation tells you what you owe. Tax Planning changes what you owe. Tax Planning is a separate, proactive engagement built to lower your tax burdern year after year - available whether or not we prepare your returns.
TAX PLANNING
From your first rental property or side business to a full real estate portfolio and operating business, our tax planning process helps you prepare for your future.
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
BEST FOR:
☑️ First rental property, a side business or equity comp/RSUs
☑️ Growing real estate portfolios and operating businesses
☑️ Clients ready for full-scale strategy, not just a tune-up
WITH A TAX PREP PLAN:
☑️ Annual savings scorecard
☑️ Direct coordination with your prep team for implementation
Prices begin at:
$5,000/year
THE FULL PLANNING SYSTEM
Proactive strategy scoped to your complexity - from a full forward projection to entity structure, depreciation, REP status, cost segregation, and more
☑️ Complete tax diagnostic (individual, business, and/or real estate)
☑️ Custom Tax Strategy Report
☑️ 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 work - 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.
Getting started is easy.
1
Tell Us About You
Start by completing a short intake form.
2
Quick Fit Conversation
A member of our team will contact you to learn more about your situation and ensure we’re a good fit for each other.
3
Meet Anthony
A free 15-min teams meeting to get to know Anthony and the service plans available to you through our firm.***
*** If you have a specific question you’d like advice on, that’s treated as a paid $300 strategy session instead - We’ll walk through your situation and recommended next steps. If you decide to move forward, your consultation fee ($300) is applied toward a tax prep or planning package that fits your ongoing needs.
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.