See how real clients apply proactive tax strategies to reduce taxes and build wealth.

Answers to Frequently Asked Questions

When does tax planning make sense for me?

Tax planning isn’t about how much money you make, it’s about what you plan to do with your money.

Tax planning makes sense when you’re intentionally investing and building wealth. If you plan to reinvest into real estate, businesses, or other assets and focus on long-term growth, tax planning helps structure how you earn and deploy your money so you legally keep more of it working for you.

Income alone doesn’t drive tax savings. Intentional investing and wealth-building do.

What is the pricing for your tax planning services?

All of our tax planning is built on the same proven strategy framework. Our service tiers are designed to match different levels of implementation support, access, and ongoing guidance as your needs and complexity grow. For a full breakdown of what’s included in each tier, view details here.

Does tax planning include filing my tax returns or bookkeeping each year?

The planning does not include annual filing of tax returns nor monthly bookkeeping. Both services are available for a separate fee.

To ensure optimal tax savings, we do not offer stand-alone tax filing services. As a tax planning client, you are eligible to receive a tax return fee quote after your strategy session.

Do you focus only on real estate, or can you help with my business and personal taxes?

While we do specialize in real estate, we take your personal, business, and investments into account when developing your tax strategies. When appropriate, our tax strategies will encompass all three areas of your life for a holistic approach.

Can you work with me if I am out of state?

Yes! Our firm works with clients nationwide. Regardless of what state you reside in or what states you invest in, we can help you with tax savings. In fact, where you live and invest can be an important part of maximizing your tax savings.

Why are the fees higher than what I paid my tax preparer in the past?

Most accountants simply charge you to file tax returns rather than to help you plan proactively to save on taxes. What we do is completely different than just filing taxes. When you work with our team of experts who specialize in real estate tax strategies, we can help uncover opportunities to allow you to save on taxes in the long run. Oftentimes, the cheaper option of just filing tax returns ends up costing you more money when you factor in the lost tax saving opportunities.