Financial services for real estate & healthcare pros

Specialized in tax and accounting solutions , we provide tailored financial strategies to help you maximize your success.

A stack of ledgers, an open log book, and a large open sign reading " Open House " on a table in a bright room.

Services

Tax Planning & Stategy

Expert tax planning tailored for real estate professionals.

Accounting Services

Comprehensive accounting solutions for realtors.

Tax Prep

We do both personal and business taxes

Entity formation

Pick the best Entity Structure for YOU

Tax & Accounting Plans

Starter

$300/month

Monthly Bookkeeping for 1 bank account and 1 credit card

Year-end personal Tax Return

IRS Audit Support

PRO

$400/month

Monthly Bookkeeping for 1 bank account and 1 credit card

Year-end personal Tax Return

Business S corporation Tax Filing

Annual Tax Planning Session

Payroll Compliance

IRS audit support

office

$600/month

Monthly Bookkeeping for 1 bank account and 1 credit card

Year-end personal Tax Return

Business S corporation Tax Filing

Quarterly Tax Planning & Projections

Payroll Compliance

Retirement Plan Consulting

IRS Audit Support