Black Belt Business and Tax Advisory Service
Guiding Real Estate Investors to Success
since 1996, exclusively for REI

Black Belt Business & Tax Advisory

Guiding Real Estate Investors to Success

since 1996, exclusively for REI

Our goal is to help your achieve greater and faster business success.

All services are customized to fit your business needs, since one size does not fit all.

Acceptance to this program is at our discretion, upon the initial interview with our team. 

Annual contract is required. Regular enrollment period is November-January.

Custom structure and pricing

You can choose services from the list below,
tailored for your specific business needs.

Scroll down for sample pricing.

You can choose services from the list below,

tailored for your specific business needs.

Scroll down for sample pricing.


Core Services*:

  • Consultations: business and REI strategy, tax planning, etc.
  • Business and Personal tax return preparation (IRS and states)
  • IRS correspondence review and response
  • IRS audit defense
  • Ongoing tax-related questions
  • Tax research for your specific needs
  • Complimentary admission to our paid webinars and classes
  • VIP access to our tax experts and our founder, Michael Plaks

Ask us for a full description of services

Add-on Services*:

  • Proprietary RIBS bookkeeping system: setup and support
  • REI business plan: development, goals and accountability
  • Deal profitability tracking for flips and rentals
  • Closing statements audit

Ask us for a full description of services

How Much Can You Save Me?

Read This Blog Post By Michael Plaks

Sample pricing:

$14,750 - 3 rental properties held under personal name; two strategy sessions / consultations; Federal and state tax return preparation; IRS audit defense excluded; ongoing questions; 3rd party inquiries

$24,500 - 10 rental properties held in a Series LLC; 4 flips completed inside an S-corporation; four strategy sessions / consultations; corporate and personal tax return preparation; IRS audit defense; ongoing questions; 3rd party inquiries

$43,800 - 75-door portfolio held in 3 partnerships with multiple partners in 3 different states; C-corporation as a management company; RIBS bookkeeping system; 1031 exchange and cost segregation performed; all available services listed above

Copyright 2024 by REI Tax Firm

Disclaimer