Tax Return Preparation

We primarily focus on tax preparation for individuals who have at least one of the following complexities:

• Rental property owners (passive or active)

• Fix and Flip property owners

• Real estate professionals

• Short term rental owners (Airbnb)

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

• Those who need and can benefit from tax planning

  Is consulting included with tax preparation?

  • No, this will be assessed at a separate fee. Questions during the tax preparation process are included with tax preparation. However, consulting, projections, and tax planning are not included in the tax preparation costs.

  How are Fees assessed?

  • We provide a consultation and can give you an estimated cost upon review of your prior year tax returns.

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