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Pricing

Core Service: Compliance &
Advisory Subscriptions

These recurring monthly packages are the foundation of a proactive tax strategy, ensuring clean
books and continuous tax optimization to prevent year-end surprises.

Bronze: The Essentials

New/Small Investors (1-3 properties)

$1,999/month

Bookkeeping

Monthly Bank/CC Reconciliation (Up to 150 transactions)

Property Tracking

Consolidated P&L for Tax Filing

Tax Planning

Mid-Year Tax Projection & Strategy Session (1x annually)

Deduction Optimization

Basic Expense Classification

Tax Filing

Preparation of Federal/State Business Tax Returns (LLC, S-Corp, Partnership) (Fee Discount Applied)

Dedicated Team

Assigned Bookkeeper

Get Started

Bronze: The Essentials

New/Small Investors (1-3 properties)

$1,999/month

Bookkeeping

Monthly Bank/CC Reconciliation (Up to 150 transactions)

Property Tracking

Consolidated P&L for Tax Filing

Tax Planning

Mid-Year Tax Projection & Strategy Session (1x annually)

Deduction Optimization

Basic Expense Classification

Tax Filing

Preparation of Federal/State Business Tax Returns (LLC, S-Corp, Partnership) (Fee Discount Applied)

Dedicated Team

Assigned Bookkeeper

Get Started

Bronze: The Essentials

New/Small Investors (1-3 properties)

$1,999/month

Bookkeeping

Monthly Bank/CC Reconciliation (Up to 150 transactions)

Property Tracking

Consolidated P&L for Tax Filing

Tax Planning

Mid-Year Tax Projection & Strategy Session (1x annually)

Deduction Optimization

Basic Expense Classification

Tax Filing

Preparation of Federal/State Business Tax Returns (LLC, S-Corp, Partnership) (Fee Discount Applied)

Dedicated Team

Assigned Bookkeeper

Get Started

High-Impact Project Services
(Fixed & Value-Based Fee)

These projects are priced based on the complexity, time, and potential tax savings they generate. They
are one-time services designed to produce immediate, massive cash flow or secure a legacy.

Cost Segregation Studies

Pricing Model

Value-Based Fixed Fee (based on asset cost and potential savings).

Feasibility Analysis (Mandatory First Step)

$1,500 (Deductible from the final fee if the study proceeds).

Standard Fee Range: $7,500 – $25,000 per asset.

(Typically reserved for properties with a depreciable basis of over $750,000)

  • Includes: On-site Engineering Inspection, Audit-Defensible Final Report, and required tax form (Form 3115/4562) preparation.

1031 Exchange Consulting

Pricing Model

Fixed Fee per Transaction (based on sale value and complexity).

: Fixed Fee per Transaction (based on sale value and complexity).

$4,000 – $10,000.
  • Includes: Pre-sale planning, financial modeling of potential Boot, 45-day identification strategy, and coordination with the Qualified Intermediary (QI). Price is higher for complex multi-property or Reverse Exchanges.

Estate & Succession Planning

Pricing Model

Project Fixed Fee (based on estate size and structural complexity).

Initial Discovery & Plan Design

$5,000

  • Includes: Review of existing will/trusts, liquidity analysis, estate tax projection, and recommendation for trust/entity structure (e.g., FLP/ILIT).

Implementation Fee (Advanced Structuring)

$15,000 – $40,000+ (depending on the number of entities, trust types, and required valuation discounts).

  • Note: This fee is for the strategic design and tax documentation; legal drafting of trusts/deeds is referred out to a trusted legal partner, whose fees are separate.

Specialized Advisory & Audit Services(Hourly/Retainer)

Real Estate Professional Status (REPS) Consulting

$1,999/Fixed Fee

One-time project to establish documentation and time tracking systems for REPS qualification. Includes 2 hours of advisory.

Tax Entity Selection & Formation

$2,599//Fixed Fee

One-time consultation to determine optimal entity (LLC, S-Corp, Partnership) for tax flow, liability, and self-employment tax. Includes all formation documents and initial setup guidance.

Tax Audit Defense

$1,999/Fixed Fee

One-time project to establish documentation and time tracking systems for REPS qualification. Includes 2 hours of advisory.

Hourly Advisory

$1,999/Fixed Fee

One-time project to establish documentation and time tracking systems for REPS qualification. Includes 2 hours of advisory.

Your Investment is an ROI Calculation

Our firm operates on the principle that our fee is your guaranteed return on investment (ROI).
A Cost Segregation Study costing $15,000 can yield $500,000 in immediate tax savings (a 33x ROI).
A Cost Segregation Study costing $15,000 can yield $500,000 in immediate tax savings (a 33x ROI).
We are not an expense; we are a profit center.
Schedule a Free Consultation to Receive a Custom Proposal