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ASSET TAX ASSESSMENT
Who Is the Income Care Unit?
The Income Care Unit™ is a Global Rental Financial Practice, making it possible for first-time homebuyers, rental owners, and growing businesses to build real financial health, credit, and funding readiness with full compliance and hands-on support.
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Founded by Candace, a Rental Tax Strategist, Business Funding Consultant, and First-Time Homebuyer Financial Coach with a background in Financial Therapy
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Featured in Brainz Magazine, Black Wall Street, and major financial media
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Industry-leading technology platform for real-time financial management
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A team of credentialed coaches, consultants, and strategists guiding every client's plan, not just software running on autopilot
2018
Founded & Trusted Since
The Annual Check
Up Every Rental Owner Never Skips
Most Rental Owners find out their portfolio is costing them money at tax time when it's already too late to fix it, sitting across from a preparer who's telling them what they owe instead of what they could have avoided.
The Asset Tax Assessment gives you that answer months ahead of filing season, while you still have time to actually change your outcome.
We take a deep look at your current rental portfolio and how it's actually being handled at tax time, where you may be overpaying, what's being missed, and where your structure might be working against you instead of for you.
By the end, you'll have a clear diagnosis of exactly where your tax exposure is and what to do about it, whether your properties sit in the US, abroad, or both.
Your Portfolio's Full Workup
Overpayment Check
Where you may currently be paying more than you need to across your rental income
Missed Opportunities
Deductions, depreciation, and reporting details that tend to slip through the cracks with a generalist preparer
Structural Fit
Whether your current entity and reporting setup is actually working for you or quietly working against you
Cross-Border Exposure
How your tax picture holds up if you own property in the US, internationally, or both
Priority Roadmap
A clear, ordered list of what to correct first before your next filing deadline
Asset Tax Assessment
1 hr • $548
How the Asset Tax Assessment
Works
Book Your Assessment
Reserve your spot and complete a short intake so I walk in already familiar with your portfolio
Full Portfolio Workup
We go through how your rentals are currently being handled at tax time, together, in one focused session
Get Your Diagnosis
You'll walk away with a clear written breakdown of what's working, what's not, and what needs attention first
Build Your Action Plan
We'll map out the specific next steps to correct your structure, in the order that actually saves you money. Including our coveted 52 week cashflow plan
Decide Your Next Step
Some Rental Owners just needed the clarity to bring to their own preparer. Others choose to continue the work with me inside Portfolio Tax Triage™
What Happens After Your Assessment
For a lot of Rental Owners, the Asset Tax Assessment is the first honest look they've ever had at how their portfolio is actually being handled at tax time, and it naturally raises the question of what to do next. If your results show you need ongoing, hands on support correcting the gaps the assessment uncovers, that's exactly what Portfolio Tax Triage™ is for.
Portfolio Tax Triage™ is my monthly tax strategy and bookkeeping program for Rental Owners who already have a portfolio worth optimizing, and want continued guidance keeping it that way year round. It's not required after your assessment, but it's there if you want it.
"Most Rental Owners don't find out their business doesn't look bankable until a lender tells them no. I built the Bankable Business Scan so you get that answer before you head to a lender, while you still have time to do something about it. Think of it as your yearly check up, the one that catches the small stuff before it turns into a denied application."
Candace
Founder, The Income Care Unit™
Why Clients Book the Assessment Every Year
A Real Diagnosis, Not a Guess
You're not getting a generic tax checklist. You're getting an actual assessment of your portfolio's tax exposure from a Rental Tax Strategist who understands the details a generalist preparer tends to miss
Built for Rental Owners
We specialize in Rental Owners, whether you're managing a single property, a growing portfolio, or holdings that span US and international markets. Your assessment reflects that complexity from the start
One Session, Full Clarity
You don't need months of appointments to get an honest answer. One focused session gives you the full picture and a plan you can act on right away
A Yearly Checkpoint
Your portfolio changes every year, and so does your tax exposure. Booking the assessment annually keeps small issues from compounding into a bigger bill down the line
No Fluff, No Filler
Every part of the assessment ties directly back to what you're paying and why. You won't leave with generic tax tips. You'll leave with your specific gaps and your specific next moves
A Clear Next Step
If the assessment shows you need ongoing support, you'll know exactly what that looks like and what it costs before you commit to anything further