Transparent Pricing
Straightforward fees for proactive tax strategy. No hidden costs, no hourly billing surprises.
Our Services
Every engagement is built around measurable tax savings for business owners and real estate investors.
Strategic Tax Advisory
- Comprehensive tax strategy for business owners and real estate investors
- 3-year lookback analysis of prior returns
- IRC-cited optimization plan
- Entity structuring and restructuring guidance
- Implementation guidance and timeline
- Ongoing advisory support
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
Individual Tax Returns
- Comprehensive personal return preparation
- Schedule C, E, and K-1 integration
- Capital gains and investment income optimization
- Rental income and real estate reporting
- Multi-state filing if needed
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
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.
Ready to Lower Your Tax Burden?
Schedule a consultation with our team. We will review your situation and show you exactly where the savings are.
Request a Free Consultation