Expert tax strategy and accounting exclusively for real estate investors and short-term rental operators. Maximize deductions, reduce liability, and scale with confidence.
We specialize exclusively in real estate and STR accounting. No retail, no restaurants—just deep expertise in property portfolios.
Strategic tax positioning that maximizes deductions and minimizes liability for your property portfolio. We ensure rental arbitrage is filed correctly on Schedule E, saving you 15.3% in self-employment taxes.
Unlock the Short-Term Rental Tax Loophole to offset W-2 income with STR losses. We document material participation and ensure compliance with IRS requirements for maximum savings.
Strategic LLC formation and entity structuring for liability protection and tax optimization. We help you establish proper separation and defensible structures for audit protection.
Defensible tax positions backed by proper documentation and expert guidance. Every return includes Audit Protection at no additional cost.
Get accurate, property-level tracking with decision-ready financials. We integrate AI to eliminate manual data entry and ensure defensible tax positions.
Strategic guidance on expansion planning, property acquisition analysis, and long-term profitability optimization. We help you scale your portfolio with confidence.
We're not generalists. We're specialists who understand the unique challenges of real estate accounting.
Exclusive Specialization
We only work with real estate investors and STR operators. No general businesses, no retail—just deep expertise in property portfolios.
Rental Arbitrage Expertise
Generalists don't understand your rental arbitrage portfolio the way we do. Don't let a "jack of all" tax preparer cost you time and money.
STR Tax Loophole Mastery
We help you qualify for and document the STR Tax Loophole, allowing losses to offset W-2 income—saving thousands annually for many clients.
Time-Saving Automation
We integrate Baselane, Bookkeeping.ai, Ramp, and TaxDome to eliminate manual data entry and ensure accurate, defensible records.
Convenient Remote Service
Serving clients nationwide with virtual consultations, seamless remote collaboration, and secure client portal.
ROI-Positive from Day One
Most clients recover our fee in tax savings threefold in the first year.
Every portfolio is different. We provide custom packages & pricing based on your portfolio and needs.
Strategic tax planning and annual return preparation
Based on portfolio complexity
Comprehensive tax planning consultation
Federal and state tax return preparation
Rental arbitrage optimization (Schedule E filing)
STR tax loophole qualification review
Entity structuring recommendations
Quarterly estimated tax calculations
Unlimited email support during tax season
Not Included:
Monthly bookkeeping
Software setup and automation
Most Popular
Everything in Tax Planning & Preparation
Monthly bookkeeping and reconciliation
Property-level financial reporting
Software automation setup
Quarterly financial reviews and planning calls
Year-round unlimited email support
Audit defense documentation and support
Record reconstruction for prior years (if needed)
Complete bookkeeping, and tax services
Based on property count and complexity
One-time cleanup and strategic advisory.
Project-based pricing
Historical record reconstruction
Prior-year tax return preparation and filing
Entity structuring and formation guidance
Portfolio expansion analysis
Software migration and automation setup
IRS payment plan setup (if needed)
Comprehensive documentation for audit defense
Not Included:
Ongoing monthly bookkeeping
Year-round support (available as add-on)
All pricing is customized based on property count, transaction volume, and service scope. Schedule a free consultation to get your personalized quote.
From first call to full setup in 2–3 weeks. Here's exactly what to expect.
01
30-45 minutes
We discuss your portfolio, current accounting setup, pain points, and goals. No pressure—just a conversation to see if we're a good fit.
02
2-3 days
We send a detailed proposal with custom pricing based on your needs. Once you approve, we send the engagement agreement and get started.
03
1 week
We collect bank/credit card access, property management logins, tax returns, property lists, and current bookkeeping files (if any).
04
1 week
We configure your accounting software, set up chart of accounts, integrate automations, and reconstruct any missing records.
05
30 minutes
We walk you through your new system, review your financial dashboard, and answer any questions. You're now fully set up.
06
Year-round
Monthly bookkeeping, quarterly planning calls, annual tax prep, and unlimited email support. We're your accounting partner for the long haul.
Ready to get started? Schedule your free discovery call today.