Transparent Pricing
Straightforward fees for proactive tax strategy for business owners and real estate investors. No hidden costs, no hourly billing surprises.
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Our Services
Every engagement is built around measurable tax savings for business owners and real estate investors.
Strategic Tax Advisory
- Comprehensive tax strategy and planning
- Entity structure review
- Prior year amendment analysis
- Return preparation oversight
- Ongoing advisory support
- Audit defense included
Complex Tax Advisory
- Multi-entity restructuring and optimization
- Real estate portfolio tax planning
- Cost segregation coordination
- Short-term rental (STR) strategy and material participation planning
- 1031 exchange planning
- Real Estate Professional Status (REPS) qualification analysis
- Passive activity loss optimization
- High-income professional tax reduction strategies
- Multi-state filing coordination
- Complex K-1 and partnership analysis
Amended Returns
- Full amended return preparation and filing
- Available for all open tax years
- IRC-cited analysis of missed deductions and credits
- Coordination with existing CPA if applicable
- IRS correspondence handling
Business Tax Returns
- S-Corp, C-Corp, and Partnership returns
- Full compliance and strategic filing
- Multi-state filing available
- Quarterly estimated tax planning
- Year-round advisory access
Owner & Investor Personal Returns
- Schedule E rental reporting and depreciation schedules
- K-1 integration across every entity you own
- Passive activity loss and basis limitation tracking
- Capital gains, QBI, and NIIT coordination
- Multi-state filing for out-of-state properties
Specialized Services
Standalone cost segregation studies for property owners and real estate investors.
Cost Segregation Study
- IRS-compliant engineering-based analysis
- Reclassification of building components into 5, 7, and 15-year MACRS property
- 100% bonus depreciation calculation under OBBBA
- Form 3115 catch-up calculation for existing properties
- Complete audit-ready report with IRC citations
- Works for residential rentals, STRs, commercial, and mixed-use properties
Schedule C
- Sole proprietor and single-member LLC reporting
- Income and expense categorization
- Home office and vehicle deduction support
- Self-employment tax calculation
- Depreciation schedule maintenance
Schedule E
- Rental income and expense reporting
- Depreciation schedule tracking by property
- Passive activity loss carryforward tracking
- Short-term and long-term rental treatment
- Coordination with cost segregation results
Payroll Setup
- Payroll system setup and configuration
- Reasonable compensation figure implemented
- Federal and state registration guidance
- Quarterly filing schedule established
- W-2 reporting set up for year end
All pricing reflects standard engagements. Complex multi-entity structures, international filings, or specialized projects may be quoted separately after an initial consultation. No engagement begins without a clear scope and fee agreement.
Our Track Record
Figures reflect client averages as of June 2025. Individual results vary based on income level, entity structure, filing history, and available optimization opportunities. ROI capability is assessed only after an initial consultation and review of client documents. These figures are historical averages and are not a guarantee of future results for any individual client.
Frequently Asked Questions
How do you charge for advisory work?
Advisory engagements are quoted as a fixed fee based on scope, with cost segregation studies and entity return work priced separately. Pricing is set before work begins so the value of a strategy can be weighed against its cost.
What does a tax advisory engagement include?
A prior year review to identify recoverable overpayments, a forward-looking plan quantifying each recommended strategy, implementation support including entity filings and plan documents, and ongoing coordination so decisions are made during the year rather than reconstructed afterward.
How quickly can strategies be implemented?
It depends on the strategy. Entity elections, retirement plan adoption, and accountable plans can often be put in place quickly, while cost segregation studies typically take several weeks and material participation positions require a full year of documentation.
How is tax planning different from tax preparation?
Preparation reports what already happened. Planning changes what happens, and nearly every meaningful strategy has a deadline that falls before year end. A return filed in April can only reflect decisions that were made months earlier.
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