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PORTFOLIO TAX TRIAGE™
Tax season making
you anxious? We’re tax professionals that specialize in global
rental income.
We'll prepare and file an accurate, rental-optimized tax return for you, handled by a Rental Tax Strategist who actually understands the details a generalist preparer tends to miss, like depreciation, passive activity loss limitations, and how to properly report income across Schedule E and C.
PROFESSIONAL AFFILIATION WITH
If you’re a landlord or rentalpreneur tax season can be overwhelming.
Most folks wait to get expert help because they’re worried about the cost, but what they don’t realize is how much easier life (and growing your wealth) gets with a tax care team on call.
That’s why we hear it all the time: “I wish I’d done this sooner.”
You deserve a real break, and your finances deserve a clean bill of health.
Let’s tackle tax fever season together, so you can focus on bigger goals with total peace of mind.
"Tax strategy isn't about avoiding your civic duty, it's about knowing your financial numbers so well that you never overpay what you legally owe."
Tom Wheelwright Author of Tax-Free Wealth
Stressed about a particular area of your taxes? Consider it our problem now.
Multi-State Filing, Capital gains reporting, Estimated tax review, State tax resolution, Back returns, bookkeeping cleanup, Innocent Spouse Relief filing, Audit prep, and more
WHAT'S FILES WE PREP
Every rental tax situation, covered.
You only pay for what you need. Our tax services are built to meet rental owners exactly where their situation requires, from a single Schedule E to a complex multi-state rental portfolio.
Rental Income Tax Filing
Accurate, thorough tax preparation for rental income including Schedule E, depreciation, property expenses, and all deductions available to rental property owners.
Short-Term Rental Tax (STR)
Short-term rental tax rules are different and most general preparers get them wrong. We handle STR-specific filing, material participation tests, and local tax compliance correctly.
International Rental Taxation
Own rental property outside the US? We handle FBAR considerations, foreign income reporting, and the cross-border tax implications of owning rental property abroad.
Inherited Property Tax Guidance
Inheriting property comes with its own tax landscape. We walk inherited property owners through stepped-up basis, rental conversion implications, and the decisions that have the biggest tax impact.
Property Taxes & Tax Liens
We help rental owners understand their options, navigate the lien process, and get clarity on what the outstanding obligation means for their ownership, cashflow, and next steps. This is not legal representation, it's financial guidance.
Tax Resolution
Fell behind, received a notice, or just need someone to assess the damage? We have rapid-response tax review service to diagnose exactly what went wrong and assist with what needs to happen next.
OUR TAX CLIENT EXPERIENCE
Tax Organizer
Skip the paperwork shuffle and endless email chains. Easily upload your documents with a drag and drop to our secure client portal. It puts everything you've uploaded into it's correct category with automatic relabeling to ease the paperwork stress that comes with tax season. This is available to you digitally for up to 7 years so you never have to dig for files when you need them most!
Client App
On the go? No problem. With our easy-to-use client app, you can easily upload documents, check your tax status, and message your tax care team anytime, anywhere. Managing your taxes fits right into your busy life.
Status Tracker
Wondering what’s happening with your return? Our status tracker keeps you in the loop. You'l even be able to access the "Find My Refund" tool on the IRS site easily. No more guessing or chasing down updates.
25 CLIENT SPOTS AVAILABLE
Client agrees to having card on file. These are BASE prices. You may need additional services.
Stable Condition
578
Tax Prep
Valid for 12 months
State & Federal Filing
Own Up to 2 Rental Properties
Own Multiple Businesses (LLCs)
File Taxes in Multiple States
Post Filing Review
$2500 Tax Prep Guarantee
$1 Million Tax Audit Defense
Identity Theft Restoration
Year Round Tax Compliance Monitoring
Optimal Condition
978
Tax Plan
Valid for 12 months
EVERYTHING IN STABLE+
Rental Tax Strategy Session
Entity and Property Structure Review
Depreciation and Deduction Review
Quarterly Estimated Tax Calculations and Reminders
Personalized Tax Plan Report Built From Your Return
Premium Secure Digital Document Vault
Access to Certified Estate and Family Planning Experts
Registered Agent
Critical Condition
1,378
Tax Compliance
Valid for 12 months
EVERYTHING IN OPTIMAL+
12 Month Bookkeeping Clean Up
Tax Situation Intake and IRS Transcript Review
1 Year of Back-Year Return Preparation
1 Amended Return, If Needed
Unlimited chat access with dedicated coach
IRS and State Notice Response Support
LLC Good Standing Reinstatement
What condition are your finances in?
Find treatment that works for you