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)

  How are Fees assessed?

  • We provide a consultation and can give you an estimated cost upon review of your prior year tax returns. The minimum tax prep fee for personal returns is $1,000 and $1,900 for business tax returns (1065,1120,1120s).

  • Consulting and tax planning services are charged at a separate fee and will be assessed based on your tax situation and goals.