Pricing that pays for itself. Guaranteed.
We'll find you more in tax savings than your tax plan costs, or your money back.
Prepared and signed by a CPA, never handed off to a junior preparer
What's included
- Tax return preparation federal and state, done by a CPA
- Pre-filing review checked twice before submission
- Electronic filing e-file with direct deposit refunds
- Extension filing handled at no extra charge when needed
- Quarterly estimates payment vouchers calculated for next year
- Digital document storage everything in one place
Common add-ons
- Business/Rental tax return prep
- Multi-state returns
- Amended returns
- IRS notice response
- Business accounting clean-up
Final fees depend on complexity. We'll confirm after a quick review.
Most popular
Use STR losses to offset your W-2 and business income
What's included
- STR loophole qualification nonpassive treatment under IRC §469
- Average-stay analysis the 7-day rule and how your rental is classified
- Material participation planning and test selection
- Schedule E vs C reporting the right way to avoid self-employment tax
- Documentation advising time logs, personal-use days, records
- Gray-area guidance travel time, family help, personal use
- First-year timing purchase and placed-in-service date planning
- Cost segregation advising study referrals and bonus depreciation planning
- Ongoing support 12 months of STR loophole Q&A
Final fees depend on complexity. We'll confirm after a quick review.
Deduct rental losses against any income, not just passive income
What's included
- REPS qualification 750-hour and more-than-half tests
- Qualifying hours which activities and roles count toward 750
- Spouse strategy qualifying through either spouse on a joint return
- Material participation test selection across your properties
- Grouping elections treat multiple rentals as one activity
- Hour tracking a documentation framework that holds up
- Cost segregation advising study referrals and bonus depreciation planning
- Year-end check-in hours reviewed before December 31
- Ongoing support 12 months of REPS-related Q&A
Final fees depend on complexity. We'll confirm after a quick review.
Everything in STR or REPS Advising, plus a written plan with projected savings
What's included
- Full income review W-2, K-1, business, investments
- Written tax plan strategies with projected savings
- Entity strategy S-Corp election, structuring, and QBI optimization
- Retirement strategy 401(k), Solo 401(k), HSA, and Backdoor/Mega Backdoor Roth
- Income timing RSU, severance, and one-time high-income years
- Family strategies hiring your kids, dependent care credits, 529s
- Business deductions startup costs, home office, account structure
- Ongoing support 12 months of Q&A across your full tax picture
Final fees depend on complexity. We'll confirm after a quick review.
Multiple entities, a growing portfolio, or something that doesn't fit a package?
Get a custom quote
