Business & Real Estate

Tax Strategy & Compliance for Business Owners & Real Estate Pros

Whether you’re building a business or scaling a real estate portfolio, get the expert support you need to file with confidence, plan ahead, and save more — year after year

Real Estate Starter Session

Starts at

$750

One 45-60 minute strategy call

Follow-up summary with key recommendations

Ideal for one-time guidance

Available only to existing tax clients

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Core Tax Plan

Perfect for solopreneurs and early-stage business owners getting serious about their tax picture

Starts at

$3,500

Tailored for self-employed professionals & small business owners

Clear tax-saving recommendations based on your current situation

Loom video walkthrough explaining every recommendation

Follow-up call to finalize steps and keep you on track

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Pro Tax Strategy

Designed for growing businesses ready to integrate strategy, credits, and proactive planning

Starts at

$7,000

Built for owners of established businesses, real estate investors, and high-growth entrepreneurs

Deep tax strategy with personalized credit and structure planning

Live 1:1 strategy session with your dedicated tax advisor

Follow-up call to finalize steps and keep you on track

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Core Compliance

For individuals and business owners who need expert return filing and peace of mind

Starts at

$200/month

Accurate and timely tax return preparation

Clear communication at every step of the filing process

Peace of mind your taxes are handled by a licensed professional

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Proactive Compliance

For growing businesses that want planning baked into their year

Starts at

$400/month

Mid-year and year-end check-ins to keep you on track

Tax projections with estimated payment guidance

Ongoing updates to your personalized tax strategy

Business and owner’s personal tax return preparation

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Premiere Tax Support

For high-income or complex clients who want deep involvement and hands-on support

Starts at

$1,500/month

Monthly strategy sessions with your team or finance staff

Advanced tax projections with quarterly payment planning

Dynamic optimization of your tax strategy across credits, structure, and timing

Custom projects tailored to your business needs

Full-service tax return preparation for business and owner

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Core Accounting

Starts at

$350/month

Quarterly Bookkeeping

Quarterly Accounting & Reconciliation

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Priority Accounting

Starts at

$500/month

Monthly Bookkeeping

Monthly Accounting & Reconciliation

Monthly Financial Reporting

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