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.
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 2 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.
Expertise You Can Count On
"Even though I'm a CPA myself, I still rely on Anthony for our taxes. It's reassuring to have another expert making sure we don't miss important deductions or planning opportunities."