Clear answers for your
real estate tax questions -
before you act.
Bring us one consequential real estate decision. We compare the realistic paths, model the tax and cash-flow consequences, and give you a clear recommendation in writing, reviewed and signed by a CPA.
Start with the decision.
Know whether it is worth analyzing.
You do not need every answer before you contact us. Start with the question, the facts you know, and the deadline that matters.
Readiness Intake
Share the decision, the property or portfolio, the deadline, and the records you have.
Structured Modeling
We define the realistic options and model the federal, state, timing, cash-flow, and documentation effects.
Written CPA Recommendation
You receive our answer, the reasons behind it, the steps to take, and the deadlines that matter.
The Standard Decision Memo is $4,500; the Extended Decision Memo is $8,500. Year-round advisory relationships begin at $18,000 annually.
One Decision Memo.
Scoped to the decision in front of you.
Every Memo uses the same decision framework and produces a complete written artifact. The right level depends on complexity - not a different product name.
Best for
One defined real estate event, a clear set of alternatives, and one primary deadline.
Typical decisions
Cost-segregation timing, rental-loss use, real estate professional status, acquisition benefit, sale versus 1031 exchange, or entity structure.
What we analyze
The facts, alternatives, federal and state tax effects, cash impact, assumptions, risks, documentation, and implementation path.
What you receive
A CPA-signed recommendation, side-by-side modeling, decision record, risks and tradeoffs, action checklist, and findings meeting.
Download the Client Guide ↓Fee
$4,500
Best for
A connected decision involving multiple entities, states, properties, transactions, or linked questions.
Typical complexity
Multiple ownership structures, multistate tax effects, linked sale and acquisition decisions, or several alternatives that must be modeled together.
What we add
Additional scenarios, entity and state-level analysis, connected assumptions, wider sensitivity testing, and a coordinated implementation path.
What you receive
The same complete Decision Memo artifact, expanded to address the agreed complexity and dependencies.
Download a Sample Memo ↓Fee
$8,500
Need more than one answer?
We can carry the plan through the year.
For more complex investors, we may start with a year-round relationship instead of a one-time project. Tax planning, bookkeeping, records, and tax preparation then work together as one package.
- Planning before a purchase, sale, refinance, or other major change
- Tax estimates during the year so you can prepare for what you may owe
- Clear action steps before important tax and real estate deadlines
- We can do the bookkeeping or oversee the bookkeeper you already have
- Income, expenses, property costs, and depreciation stay organized by property
- Missing records and unusual items are found before tax season
- Federal and state tax return preparation within the agreed package
- Review of depreciation, elections, and real estate tax items
- Final review and signature by a CPA
Year-round advisory relationships begin at $18,000 annually. The exact scope depends on your properties, records, and level of support needed.
We put the work,
the deadline, and our responsibility in writing.
These commitments protect the process and the agreed scope. They do not promise a deduction, tax savings, or any other tax outcome.
On time or the fee is waived
After the required records are complete and accepted, your engagement letter sets a delivery date. If we miss that date, the focused engagement fee is waived in full.
We correct an omission
If we miss an item you provided from the published records list and agreed scope, we remedy that omission at no additional charge.
50% can move forward
If you begin a qualifying year-round engagement within 60 days, 50% of the focused engagement fee is credited toward onboarding.
Applies subject to the signed engagement terms and agreed records cutoff. These commitments cover timing and scope - not tax outcomes.
A good fit when the decision
could change your tax bill.
Our work is built for high-income real estate investors with a real decision, deadline, or tax position that needs careful review.
You have a major move coming
You are buying, selling, refinancing, exchanging, or changing how a property is managed.
You used or may use a large deduction
Cost segregation, short-term rental losses, or another tax position could have a meaningful impact.
Your current CPA is unsure
You want a real estate tax specialist to review the facts and give you an answer in writing.
You want one team to follow through
You want the advice, books, records, and tax return to stay connected.
You only need a basic tax return
We do not offer low-cost, stand-alone tax preparation.
You want a guaranteed deduction
We cannot promise a tax result before we review the facts and records.
You will not provide or improve the records
Good advice depends on complete, accurate information.
There is no major question to solve
The cost of our work should make sense compared with the importance of the decision.
Want more detail
before you move forward?
Download the client guides and get direct answers to the questions investors ask before beginning an engagement.
Explore Guides & FAQs
→
Clarity before commitment.