Our Service Methodology and Pricing
The Real Estate CPA ® is the brand for our professional services company, Hall CPA PLLC. All professional services will be provided through Hall CPA PLLC.
We have found that our services are most valuable when we offer you uninterrupted access to us for tax, accounting, and finance questions. Our clients have expressed that an ongoing and proactive relationship with a CPA is what they really need.
For this full year service, we bill on a monthly basis. Billing monthly better aligns with the value we bring to the relationship, and it encourages both client and advisor to keep in touch on a consistent basis. We value being a part of your core team and a trusted advisor to your real estate endeavors.
Tax Preparation for Individuals
Two Strategy Calls
Real Estate Deal Review (Lite)
IRS Correspondence Support
Ongoing Email Support
Real Estate Bookkeeping Tool
*Best for approximately 5 properties or 20 units
Best for: New real estate investors at the beginning stages of building out a portfolio and looking to start a relationship with a proactive CPA firm.
Everything in Basic +
Written Tax Plan
Quarterly Tax Action Plan
State & Local Tax Consulting
Two Additional Strategy Calls
QuickBooks Online Setup
Estimated Quarterly Taxes
*Best for approximately 10 properties or 40 units
Best for: Real estate investors scaling a portfolio and seeking tax efficiencies through strategic tax planning and consulting.
Everything In PLUS +
Tax Preparation for One Partnership or Corp
Real Estate Portfolio Performance Analysis
Real Estate Portfolio Planning
Comprehensive Deal Analysis & Proforma
Accounting System Consulting
IRS Audit Support
Unlimited Strategy Calls
Priority Scheduling & Access
*Best for approximately 15 properties or 60 units
Best for: Serious real estate investors looking for a CPA partner to help grow and systematize the financial, accounting, and tax aspects of your business/portfolio.
Custom plans generally include:
Investment Strategy Consulting
Tax Planning and Consulting
*We do not provide Audits, Reviews, or Compilation services
Best for: Syndicates and developers looking to integrate a CFO to offload financial operations, drive investment strategy, and manage investor relations.