Annual Service PlanReal Estate Investors
$ 3,000+
Starting Annually- Business Tax Preparation
- Personal Tax Preparation
- Bi-Annual Business and Tax Consultations
- Mid-Year Business and Personal Tax Projection
- Monthly Tax Update and Reminder Newsletter/Alerts
- Years of Tax Returns Retained (4)
- Access to Our Client Portal
Custom PlanOther Services
$ 4,500+
Starting Annually- Quarterly Business and Tax Consultation
- Multiple Tax Returns
- Investment Review as Needed
- Include Our Financial Advisor on a Consultation
- Financial Statements Review in Quickbooks for Major Errors
- Income Verification Letters
- IRS Review of Letters on Returns We Did Not Prepare
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