Pricing for Tax Preparation
A Strategic Approach to Filing
Tax preparation isn’t just about filing forms, it’s about strategic execution for your investments. At INVESTOR FRIENDLY CPA®, we specialize in working with real estate investors, business owners, and high-income professionals to ensure every eligible deduction, credit, and opportunity is captured to reduce tax liability. By analyzing your investment activity and financial transactions throughout the year, we apply our expertise to optimize your tax outcome. Our compliance-focused, strategic approach ensures you keep more of what you’ve earned while supporting long-term wealth growth.
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Tax Preparation Process
The complete process—from the initial phase to successful e-filing—can vary depending on your situation, but it typically takes 6–8 weeks. For the smoothest experience, we recommend starting the onboarding process 4–6 months before the tax deadline. Starting early ensures thorough tax preparation, timely filing, and helps minimize last-minute issues.
1
Upload Tax Documents
Submit your tax documents to our secure portal during onboarding.
2
Tax Return Preparation
Your return is thoroughly reviewed by our team and finalized by a licensed US-based CPA, who may request additional information if needed.
3
Review & Approve
A US-based CPA will review your return with you. Once satisfied, you approve it.
4
E-Sign and Invoicing
E-sign your return and settle the remaining invoice balance.
5
E-Filing & Confirmation
Your return is e-filed. Once accepted, you'll be notified, and all documents will be available in your secure portal.
Add Ons:
$397
Per State
$297
Per City
$397
Audit Rep
$397
Cost Seg Reporting
$1,097
Per Amendment
$297
From 8832
$97
Per Rental Property(First Included)
$297
Per Partner If It Exceeds 2 Partners
$297
Per Amendment
(Per State)
(Per State)
$1,497
The Generational Wealth Formula Guides
$997/hr
Additional CPA Services (Meetings, entity structuring, deeper guidance, etc.)
*Please note that prices are subject to change. One-hour consultations, one-off service requests, and similar services are non-refundable. We appreciate your understanding and are committed to providing valuable guidance in every session.
Our Services
Here’s How You Can Connect and Work with IFC
Area of Expertise
Trusted by Clients in All 50 States Nationwide
Our nationwide reach is built on consistent results, expert guidance, and relationships that last. Wherever you are, we’re here to support your goals.
Total Clients
1,000
+
Tax Saving Strategies
300
+
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Tools to Power Your Tax Strategy
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We’ve built a library of tax strategies, including our Generational Wealth Formula, to help business owners, investors, high earners, and ambitious professionals keep more of what they earn.
Now, you can get a sneak peek. This guides includes select checklists and planning guides to help you save more, plan ahead, and make confident financial decisions all year long.
Now, you can get a sneak peek. This guides includes select checklists and planning guides to help you save more, plan ahead, and make confident financial decisions all year long.
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We specialize in tax planning strategies that help reduce your liabilities and boost profits, fueling your growth and long-term financial success.
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