We service real estate investors and their businesses across the entire U.S. Our primary services include:
- individual and business tax planning and preparation;
- entity structuring;
- estate planning; and
- CFO outsourcing (bookkeeping, payroll, portfolio analysis, etc.).
What differentiates us? Our pricing model - we have gotten rid of the billable hour and instead utilize a monthly pricing model. This means no surprises and higher satisfaction with the quality of our services.
We provide free consultations which are often provided over the phone or video chat software.