$4,995.00 USD

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Strategic Tax Planning for Real Estate Investors

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.