Book a quick consult, tell us about your properties, and we’ll outline scope and next steps. Once you approve, we begin onboarding and set up secure document sharing.
Prior-year returns, property details, rental income and expenses, mortgage/escrow statements, and any bookkeeping files. We’ll send a checklist tailored to your portfolio.
Yes. We organize payouts, fees, and cleaning or maintenance costs across platforms and reconcile them to your bank activity for accurate reporting.
We advise on state filing requirements and local occupancy taxes, help set up collection/remittance where needed, and prepare or coordinate required returns.
Flat, scope-based quotes tied to property count and complexity. Cleanup is quoted upfront; ongoing bookkeeping and tax prep are priced clearly with no surprise hours.
No problem. We can reconstruct income and expenses from statements, receipts, and platform reports, then create a clean baseline moving forward.
Not always. LLCs can provide liability protection, but the tax impact depends on your situation. We’ll help determine the best structure for your goals.
Short-term rentals have different tax treatment depending on average stay length and your level of involvement. We help classify them correctly and plan accordingly.
Possibly. We review your hours, involvement, and income sources to determine if REP status is attainable and advise on documentation to support it.
Yes. We coordinate cost segregation studies and integrate results into your depreciation schedule to accelerate deductions strategically.
