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Pricing

We understand these prices might not fit your needs. Please request an appointment with the link above to discuss your customized pricing

Customized

$7,997+ Paid Annually

$797+ Per Month

Tailored Plan Generally Includes:

  • Accounting/Bookkeeping
  • Tax Compliance
  • Tax Planning and Consulting
  • Investment Strategy Consulting
  • CFO Outsourcing System
  • Financial Reporting
  • Investor Reporting

Fit for: Investor with goals of scaling portfolio and seeking strategic tax planning and consulting.

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Premium

$4,797+ Paid Annually

$367+ Per Month

Everything in Plus +

  • Tax Preparation for 1 Partnership or Corp
  • IRS Audit Support
  • Unlimited Tax Strategy Calls
  • Priority Appointment & Access
  • Accounting System Consulting
  • Real Estate Portfolio Planning
  • If you are investor: 
  • * Up to 12 properties (48 units)
  • * Up to 5 States filing
  • * Up to 2 Schedule C
  • * Unlimited stock/brokerage activities
  • * Up to 20 partners/owners
  • * Extra for additional business returns

Fit for: Motivated investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of his/her business.

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Plus

$2,497+ Paid Annually

$187+ Per Month

Everything in Starter +

  • Written Tax Strategy Plan
  • Quarterly Tax Action Plan
  • State & Local Tax Consulting
  • Two Additional Strategy Calls
  • QuickBooks Online Setup
  • If you are investor: 
  • * Up to 8 properties (32 units)
  • * Up to 4 States filing
  • * Up to 2 Schedule C
  • * Moderate stock/brokerage activities

Fit for: Investor with goals of scaling portfolio and seeking strategic tax planning and consulting.

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Starter

$1,497+ Paid Annually

$117+ Per Month

  • Tax Preparation for Individuals
  • Two Planning Calls
  • Unlimited Email Support
  • IRS Correspondence Support
  • Real Estate Analyzer (value $257)
  • Excel/Google Drive Bookkeeping Tool
  • Investor Reporting
  • If you are investor: 
  • * Up to 4 properties (16 Units)
  • * Up to 2 States filing
  • * Up to 1 Schedule C
  • * Minimal stock/brokerage activities

Fit for: Investor who wants to start a relationship with a proactive CPA firm.

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