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Step 1: Upload Your Documents

Check your email for a request to upload the necessary documents directly to Karbon. This helps us prepare a tailored proposal for your needs.

Step 2: Review Your Custom Proposal

We’ll send over a detailed, itemized proposal along with our terms and conditions and a formal engagement letter for your review.

Step 3: Secure Your Spot

To officially get started, simply sign the engagement letter and submit a 50% deposit. You’ll be officially onboarded, and our team will be in touch with next steps.

Trusted by over 150 businesses across all 50 states, helping them grow and succeed with confidence.

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What We Help You Plan For

Individual Returns (1040 + Schedules A, C, E, etc.)

Partnership & S-Corp Returns (1065, 1120-S)

Real Estate & Passive Income Reporting

Short-Term Rental & Airbnb Filings

Crypto, Stock, and Capital gains reporting

Multi-State Tax Filings

Let’s Connect and Create a Tax Strategy That Works for You

We serve clients across all 50 US states, providing seamless, tailored support wherever you live or invest.

Hot Lines

+1 800-522-6091
+1 800-522-6092

Location

Virtual Firm
We serve all 50 US States

Email

contact@investorfriendlycpa.com

clients@investorfriendlycpa.com

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Get Started with Your Free Consultation

Schedule a FREE consultation with us! Please fill out the form with all necessary details so we can come fully prepared to support you. Once your consultation is booked, you'll receive a confirmation email with all the details. Our team will review your information and guide you through the next steps.

Julie Collier-Erickson

Executive Account Director

Schedule a FREE Consultation

Tools to Power Your Tax Strategy

We’ve built an entire library of tax planning tools for real estate investors, business owners, and high-income earners—and now, you can get a sneak peek.
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This free sample includes select checklists and planning guides designed to help you save more, plan ahead, and make confident decisions throughout the year.
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Want a preview of what’s inside? Drop your email and we’ll send the sample straight to your inbox.‍
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From checklists to planning guides, our resources are designed to help you save more, plan ahead, and make confident decisions—all year long. Get instant access!

Just drop your email, and we’ll send the downloads straight to your inbox.

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