Our Services

Offered remotely for clients in most states nationwide

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Tax Preparation & Planning

Get us on your real estate investment team. We prepare your partnership, S-Corp, and individual tax returns. We also make ourselves available year-round for your tax planning and strategy questions. Navigate complex real estate issues from 1031 exchanges to real estate professional status, short-term rentals, cost segregations, S-Corps, payroll and more.

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1099 Filing

Not sure where to start with 1099 filing? Avoid heavy penalties and interest from the IRS with a simple and reasonably priced service. We file 1099s for your vendor and contractor payments annually so you don’t have to. Provide us with the details and we’ll take care of the rest.

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Investor Consulting

We’ve scaled a real estate portfolio, and we provide customized services to help you do the same. We’ll help you implement bookkeeping and property management software, draft business plans, identify key performance indicators, search for creative financing, advise on lease issues and more.