Our annual service is designed to give you complete clarity and confidence in your tax strategy - while helping you unlock every available deduction and protect your wealth.

Your annual service includes:

Comprehensive Tax Review

• Review of your most recently filed federal personal income tax return to gain clarity into your past and identify any opportunities & exposure areas
• Analysis of your current tax and financial profile
• Identification of additional deductions and required documentation

Entity & Risk Planning

• Tax planning on legal entity structures for real estate 
• Strategies to reduce IRS audit risk and strengthen compliance 

Personalized Tax Strategy Sessions

• 45-minute kick-off strategy meeting with a tax strategist
• 45-minute follow-up meeting to refine your plan
• Delivery of your Personal Tax Savings Action Plan

Ongoing Expert Access

• Tax Advisor Roundtable sessions with Amanda Han & Matt MacFarland to answer your top burning questions alongside fellow real estate investors.
• Tax Insider Circle Membership for client-only monthly live events with leading experts in tax, cost segregation, estate planning, asset protection, real estate, and more
• On-demand replay access to the above live group events

Real Estate Tax Savings Playbook

Our proprietary playbook of step-by-step resources and strategies to help you:

• Maximize your tax deductions
• Structure entities for optimal tax treatment
• Optimize depreciation strategies
• Plan towards real estate professional status benefits
• Unlock short-term rental tax advantages
• Extract profits tax-efficiently
• Leverage retirement investing strategies

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

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