Manage your properties. Maximize your profits. Minimize your taxes.
All with one trusted partner.
Professional Bookkeeping & Tax Services for Property Owners
Complete financial management for your rental properties.
Monthly bookkeeping, tax preparation, and expert guidance to maximize your profits and minimize your tax burden.
What's Included in Our Services
Schedule E preparation
Form 1040 filing
Depreciation calculations
Maximum deduction strategies
Quarterly estimated tax planning
Income and expense tracking
Bank reconciliation
Rental income categorization
Vendor payment management
Property-by-property reporting
QuickBooks Online setup and maintenance
Monthly Bookkeeping
Financial Reporting
Monthly profit & loss statements
Cash flow analysis
Property performance reports
Year-over-year comparisons
Custom dashboards
Quarterly financial reviews
Tax Preparation & Planning
Advisory Services
Tax-saving strategies
Entity structure consultation
1031 exchange guidance
Property acquisition analysis
Portfolio growth planning
Year-round tax planning
Transparent Pricing
Choose the package that fits your needs. No hidden fees. No surprises.
STARTER
$199/month
1-3 rental properties
Monthly bookkeeping
Expense tracking and categorization
Bank reconciliation
Monthly financial reports
Email support
Tax Preparation:
• Personal return (1040 + Schedule E): +$400/year
• Business entities: +$600-1,200/year (depending on complexity)
PROFESSIONAL
⭐ (MOST POPULAR)
$399/month
4-8 rental properties
Everything in Starter
Advanced financial reports
Quarterly tax planning
Phone & email support
Property performance analysis
Tax Preparation INCLUDED:
• Personal return (1040) + Schedule EBusiness entities (additional):
• Single-member LLC (Schedule C/E): INCLUDED
• Partnership (Form 1065): +$800/year
• S-Corporation (Form 1120-S): +$1,000/year
• Multiple entities: Custom pricing
PREMIUM
$699/month
9+ rental properties
Everything in Professional
Dedicated account manager
Monthly strategy calls
Multi-entity management
Priority support
Tax Preparation INCLUDED:
• Personal return (1040) + Schedule E
• ONE business entity return (1065 or 1120-S)Additional entities:
• Each additional 1065 or 1120-S: +$800-1,200/year
• Complex multi-entity structures: Custom pricing
PERSONAL RENTAL PROPERTIES
(Properties owned in your personal name)
Form 1040 + Schedule E (up to 3 properties) Starting at: $400-500/year
• Form 1040 + Schedule E (4-8 properties) Starting at: $500-650/year
• Form 1040 + Schedule E (9+ properties) Starting at: $650-900/year
BUSINESS ENTITIES
• Single-Member LLC (taxed as Schedule C or E) Starting at: $500-700/year
• Multi-Member LLC / Partnership (Form 1065) Starting at: $1,000-1,500/year + K-1s for each partner
• S-Corporation (Form 1120-S)
Starting at: $1,200-1,800/year + Shareholder K-1s + payroll compliance
• Multiple Entities (2-5 LLCs/S-Corps)
Starting at: $2,000-4,000/year
Custom pricing based on complexity
TAX PREPARATION PRICING GUIDE
We handle all types of rental property tax situations:
Factors that affect pricing:
- Number of properties
- Number of entities
- Number of states (multi-state filing)
- Complexity of transactions
- Volume of rental activity (short-term vs long-term)
- Payroll requirements
All pricing includes:
✓ Complete tax return preparation
✓ Maximum legal deductions
✓ E-filing with IRS
✓ Tax planning consultation
Q: What's included in "tax preparation"?
A: It depends on your entity structure:
Personal ownership (Schedule E): Included in Professional and Premium packages at no additional cost.
Business entities (LLC, S-Corp, Partnership): These require separate business tax returns (Forms 1065 or 1120-S) in addition to your personal return.
Professional package: Personal return included, business return is additional ($800-1,200/year, depending on complexity)
Premium package: Personal return + ONE business entity return included
We'll review your specific situation during your free consultation and provide you with exact pricing tailored to your needs.
ADD-ON SERVICES
Optional Add-On Services
LLC formation assistance: $500
S-Corp election filing: $450
Catch-up bookkeeping: $95/hour
QuickBooks training: $150/hour
Multi-state tax filing: Starting at $200/state
WHY CHOOSE US
Why Property Owners Choose Us
✅ Specialized in Rental Properties. We understand the unique tax rules and deductions for rental real estate. We're not generalists—we're rental property specialists.
✅ Integrated with Property Management. Unlike other accountants, we can manage your properties AND your books—one partner for everything.
✅ Proactive Tax Planning We don't just prepare your taxes—we help you plan throughout the year to minimize what you owe legally.
✅ 100% Remote & Secure Work with us from anywhere. Cloud-based systems with bank-level security. No need for in-person meetings.
✅ Transparent Pricing No hourly billing surprises. Fixed monthly fees so you can budget with confidence.
✅ Fast Response Time: Questions answered within 24 hours. Access your reports 24/7 through our client portal.
HOW IT WORKS
1. Free Consultation We discuss your properties, current setup, and goals. No obligation.
2. Onboarding We connect to your bank accounts and set up QuickBooks (if needed). Takes 1-2 weeks.
3. Monthly Service We handle all bookkeeping and send you monthly reports. You focus on growing your portfolio.
4. Tax Time When tax season arrives, everything is ready. No scrambling for receipts.
Frequently asked questions
Q1: Do I need to use QuickBooks? A: We recommend QuickBooks Online for best results, but we can work with other platforms. We'll help you set it up.
Q4: Do you prepare taxes for multiple states? A: Yes, if you have properties in multiple states, we handle multi-state tax preparation.
Q2: What if I'm behind on my bookkeeping? A: No problem. We offer catch-up services at $95/hour to get you current, then maintain monthly going forward.
Q5: What's the difference between this and just hiring a CPA? A: Most CPAs only do annual tax prep. We provide year-round bookkeeping, monthly reports, and proactive tax planning.
Q3: Can you help with both short-term and long-term rentals? A: Absolutely. We work with Airbnb hosts, traditional landlords, and everything in between.
Q6: Can I cancel anytime? A: Yes, our service is month-to-month. No long-term contracts required.
