Tax Return Reviews: $275
Description: Review personal tax return for errors and missed deductions. Make recommendations.
Tax and Financial Planning Consultation for one hour: $275
Description: Answer tax and financial questions. Make recommendations.
Personal Tax and Financial Planning for 12 months: $1700
Description: Conduct detailed analysis of personal tax returns and personal finances. Prepare written recommendations for credit score management, asset protection, risk management, tax planning, financial planning, education planning, retirement planning, insurance planning and estate planning (wills and trusts). . Conduct quarterly consultations for 12 months.
Business Tax Planning for 12 months: $2700
Description: Entity review and recommendations for asset protection and risk management. Conduct detailed analysis of business tax returns. Prepare written recommendations to reduce tax liabilities utilizing credits, deductions, and retirement plans. Conduct quarterly consultations for 12 months.
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: $825
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.