Tax Return Preparation

We primarily focus on tax preparation & tax planning for individuals, real estate investors, and businesses who have at least one of the following complexities:

Note that tax preparation services are only available to those who engage in tax planning services as well - see Tax Planning tab.

  • Rental property owners (passive or active)

  • Fix and Flip property owners

  • Real estate professionals

  • Short term rental owners (Airbnb)

  • Business income in service businesses (schedule C, LLC, S Corp, partnership)

Not ideal for:

  • One-time basic tax preparation

  • Lowest-cost tax filing