Our annual service includes: 

• A one-on-one kick-off call and a follow-up call 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. 
• 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 plans, asset protection, cost segregation, real estate market updates, and more. 
• Access to our Real Estate Tax Savings Playbook showcasing our top-notch tax strategies content & downloadable resources to help you:
  
  • Maximize your tax deductions
  • Understand the optimal real estate entity tax structure
  • Ensure you optimize your depreciation strategies
  • Plan for real estate professional tax benefits
  • Short-term rental tax benefits
  • 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

^{_{*Please note the fees above do not include annual tax return filing, monthly bookkeeping, or other services not described above.}} 

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