Tax preparation for individuals and real estate businesses, plus bookkeeping. Every figure tied back to its source. All remote, all secure.
Real estate agent, investor, developer, or commercial property owner? That's our specialty. Go to the real estate tax page →
Form 1040 returns for individuals and families, prepared from your source documents and tied out line by line.
Pricing: starting-at prices by return type. See pricing →
Business returns for partnerships and S corps, with K-1s that tie to the entity return.
Pricing: starting-at prices by return type. See pricing →
Scope: Individual and business returns: individual (1040), partnership (1065), and S corp (1120-S).
Credentials: Returns prepared by a PTIN-registered tax preparer.
What you get: your return plus a written analysis and recommendations, delivered for your review and e-signature.
Your records: We can work from your QuickBooks books, or from reports exported from your property management or accounting software.
Tax documents are collected only through the Client Portal.
Agents and brokers, investors and their LLCs, partnerships, and S corps, developers, and owners of retail and office properties.
Also available alongside tax prep: monthly bookkeeping and reconciliation, plus catch-up and cleanup.
From $425/mo. More on bookkeeping →
Book a free, no-pressure discovery call. Bring last year's return.