Our annual service includes:
- Two 45-minute one-on-one calls with one of our tax strategists
- A high level review of your most recently filed federal personal income tax return to gain clarity into your past and identify any opportunities & exposure areas.
- 2 semi-annual check-ins
- Monthly live group Q&A session with Amanda Han and Matt MacFarland to answer your top burning questions.
- Tax Insider Circle Membership to access our client-only live events with leading experts on tax, estate plan, asset protection, cost segregation, real estate market updates, and more.
- Access to our Strategic Tax Savings Program showcasing our top-notch tax strategies content & downloadable resources to help you:
- Maximize your tax deductions
- Understand the optimal tax entity structuring for your real estate
- Ensure you optimize your depreciation strategies
- Plan for real estate professional tax benefits
- Short-term rental tax benefits
- Determine tax-efficient ways to extract profits from your real estate
- Take advantage of retirement investing tax benefits
- On-demand replay access to the above live group events
In addition, you will be able to have:
- Complimentary access to all of our Tax Savings Tools Products.
- Full refund guarantee if you are not happy within 48 hours of your first one-on-one call.
*Please note the fees above do not include annual tax return filing, monthly bookkeeping, or other services not described above.