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.
Core
Our Core 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: not covered
— Tax planning & projections: not covered
— Wealth coordination: not covered
ACCESS & RESPONSE
☑️ Secure client portal
☑️ Brief emails & calls included
🕓 Standard response time (~1 week)
— Scheduling: standard priority
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:
$2,000/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 notices coverage: up to $2,500
☑️ Withholding adjustment for a known change
☑️ 1 mid-year planning touchpoint
☑️ 1 mid-year Tax Projection
☑️ Event-driven tax guidance (marriage, home, new job, child)
☑️ Estimated payment guidance for that change
☑️ Annual reminder of key planning dates
ACCESS & RESPONSE
☑️ Secure client portal
☑️ Brief emails & calls included
☑️ 24-48 hour response time (Mon-Fri)
☑️ First choice of scheduling dates
INCLUDED PERKS
☑️ Annual tax calendar & guide
☑️ Firm newsletter
NOT INCLUDED IN PREMIUM:
— Full Tax Diagnostic or Tax Strategy Report
— Quarterly follow-ups
— Wealth coordination
— On-demand Consultations and Advisory Calls
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
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.
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."