Reduce Your Taxes With Structured Tax Planning

Receive a tax plan with actionable strategies to implement

Let's Get You Started

Who is a Great Fit for Tax Planning

Small Landlords Rapidly Scaling

If you own a portfolio of less than 10 properties/units and are scaling quickly, we can help you build a tax-efficient portfolio.

Common focus areas for our planning will be timing of acquisitions and improvements, basis analysis, and entity structuring.

Landlords With a Mid-Sized or Large Portfolio

Landlords with an established portfolio usually have many missed opportunities that our team can identify and capture.

We'll review prior returns for basis issues and missed opportunities that need to be corrected. We'll also analyze entity structure, liquidation scenarios, and utilization of losses.

Accredited and High Net Worth Investors

Accredited and HNW individuals need a different type of planning. Unique strategies and scenarios need to be explored.

We'll help you plan various investments you make and show you how you'll benefit from a tax perspective. We'll also help you understand how to scale passive investments to your benefit.

Flippers, Developers, and Builders

Flippers, Developers, and Builders need tax planning as soon as they hit $100k in annual net income. We can generally save these businesses $10k per year in taxes.

We'll start by analyzing entity structure. We'll then review business expenditures and benefits packages.

Sponsors of Syndicates and Real Estate Funds

If you're running a syndicate or fund, you need help during due diligence and explaining tax attributes to your investors.

We help pre-acquisition by reviewing your operating and lending agreements. We'll also plan tax strategies for the syndicate/fund and educate you on them so that you can clearly communicate with investors.

How We Deliver Value

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Planning & Implementation

During our first 30-days with you, we're going to hold multiple consultations. You'll get actionable advice that will be documented in a Blueprint delivered at the end of our 30-days.

You can then opt into ongoing implementation. We'll hold quarterly calls with you and you'll have unlimited email support. 

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Tax Strategy Blueprint

At the end of your 30-days with us, you'll engagement, you'll receive a Tax Strategy Blueprint filled with recommended strategies tailored to you along with the answers to your tax questions.

Our recommendations are actionable and have assigned deadlines. You can re-use the proposed strategies as you scale. 

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Reduced Tax Bills

We target a minimum of $10,000 in tax savings through our Tax Planning service. We carefully select clients for this service allowing us to maintain an excellent track record of delivering these results. 

We have delivered six-figure savings for large landlords, real estate funds, and high-income business owners.

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Clarity

Peace of mind is valuable to most of our clients. You hire us to help you weed through the tax code and develop a plan to use the code to your advantage. 

You may already be aware of the strategies we're recommending. But in hiring us, you're getting confirmation that those are the strategies to focus on implementing. 

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How We Price Tax Planning

We're not going to lie, Tax Planning can be expensive. We try to align scope and price with the value we feel we can deliver to you through reduced taxes. 

At a bare minimum, expect to pay $3,000. 

If you want to add quarterly implementation support, expect to tack on another $2,000. 

And if your situation is super complex, you can easily find yourself in the $10,000 - $20,000 price range, however, the reduced taxes we'd deliver at that level will be incredible. 

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