Without a customized tax plan, you’re likely overpaying the IRS year after year. Imagine how much faster you could grow your investments if you kept more of your money.
48 Hour Email Policy: We will respond to any email inquiry within 48 hours.
Custom Tax Plan: We don't give you anything cookie cutter. We develop a tax plan specifically for your situation.
Industry Expertise: Our Team of CPA's are not only tax experts, but we also invest in real estate and can help you from a tax and investment perspective!
Weekly Coaching Calls: Ryan himself does a once-a-week group coaching call.
48 Hour Email Policy: Real Estate Investors need to make decisions quick. You won't have to wait around for your CPA to respond anymore.
Custom Tax Plan: You have a custom 1 of 1 tax plan for your unique situation delivered over 3 zoom calls.
Industry Expertise: You will have a team that not only puts on their "CPA hat" but also their "investor hat" when helping you make decisions.
Weekly Coaching Calls: Learn from Ryan all the things you need to know about retirement planning, tax advice, legal structure and more in order to become a better investor!
The total pricing for our Tax Strategy 365 service is $5,000.
We understand that investing in your financial education is a big decision, so we offer the flexibility of two monthly payments to make it more manageable for you or a monthly subscription payment option. This way, you can spread out the cost while still gaining access to all the valuable content and resources that the service has to offer.
Review of prior year returns
Review of current legal structure
3- 1 hour Tax Planning call w/a member of our team
Weekly Office Hours/Ask me anything w/Ryan
Access to modules/templates that aren't available anywhere else
Unlimited Email Support
Full transparency and guidance on your tax plan/situation for the year
Tax strategy and tax preparation are separate services with separate pricing.
That being said, if you're a tax strategy client, you'll get access to special pricing on your tax return preparation.
For tax strategy clients, tax preparation starts at $2,000.
Without an active tax strategy package, tax preparation starts at $4,000.
We understand we may not be the lowest priced option around.
However, unlike most CPAs who simply prepare and file tax returns and never give any advice on how to improve your tax situation, we will be providing you with advice on how you can best take advantage of the tax code to minimize your tax bills and have the peace of mind that you’re not missing out on major tax-saving opportunities.
Additionally, most CPAs are generalists and aren’t even aware of all the opportunities, and in some cases, we’ve found they may actually be costing you money - making them not so cheap after all!
We are a 100% virtual organization with members across the United States.
We do provide audit support for an additional hourly fee.
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