Tax and Financial Planning Consultation for one hour: $275
Description: Listen to concerns. Conduct a strategy session. Make recommendations.
Tax and Financial Planning Consultations for 12 months: $1700
Description: Conduct strategy sessions. Conduct detailed analysis of business tax returns, personal tax returns and personal finances. Prepare written recommendations. Execute recommendations. Conduct ongoing consultations for 12 months.
Tax Return Review: $275
Description: Review tax return for errors and missed deductions. Make recommendations.
Federal and State Tax Return Preparation: Varies depending on complexity
Description: Obtain documents and prepare federal and state tax returns. E-file federal and state tax returns.
Create a State LLC and Obtain an IRS Tax ID Number: Varies depending on the state.
Description: Establish your Limited Liability Company (LLC) with the Secretary of State and obtain your Employer Identification Number from the Internal Revenue Service.
New Real Estate Investor Tax Planning Consultation: $550
Description: We will discuss and provide written examples for Best business practices, Best banking practices, Best accounting practices, Suitable recordkeeping systems, Accounting software recommendations, Real estate investor tax deductions, Real estate investor tax strategies, The importance of “date placed into service”, Capital improvements vs. repairs and maintenance, Depreciation, Cost Segregation Studies, Passive Activity Limits, Capital gains tax, Depreciation Recapture, 1031 exchanges, Installment Sales, Delaware Statutory Trusts, Opportunity Zones, Step up in basis, Tax issues for short-term rentals, Renting your primary residence or vacation home, Renting out a room in your house.
Cost Segregation Services: Varies depending on the property
Description: The Scope of Work and Fee Includes: “A quality report” as described in the IRS Cost Segregation Audit Techniques Guide. A Site Visit or Virtual Site Visit inspecting the property. Depreciation Schedules for Tax and AMT. IRS Audit Support at the agent and appeals level. Tax Form 3115 as necessary. Land Value Allocation.