Comprehensive Tax, Accounting, and Business services
custom-tailored for Real Estate Professionals 
​since 1996

Most CPAs document your results. We improve your results!

No more confusion!

No more tax day shock!

No more wasted money!

No more confusion!

No more tax day shock!

No more wasted money!

We take care of ALL your numbers. You gain CLARITY and CONTROL!

We help exclusively Real Estate Investors and Realtors

We call it FAM - Financial Advisory and Management

We got your back, FAM!

Core FAM

Extended FAM

REI FAM

REI Ext. FAM

          Core: Tax preparation & Financials

Tax preparation - business

Tax preparation - personal

Bookkeeping review

Quarterly

Monthly

Quarterly

Monthly

Financial statements

Quarterly

Monthly

Quarterly

Monthly

Tax planning

Tax questions

Email

Live

Email

Live

IRS letters review & response

          Additional Tax & Financial

IRS audit defense by M. Plaks

-

-

Tax liability estimate

-

Quarterly

-

Quarterly

Payroll & 1099s

-

-

          REI Business advisory 

REI business plan development

-

-

REI goal setting

-

-

REI accountability

-

-

REI Sobriety 12-step program

-

-

REI strategy sessions

-

-

2 / year

Quarterly

Deals profitability tracking

-

-

          Additional REI advisory

Closing statements analysis

-

-

-

Online University - free access

-

-

-

Live training - free admission

-

-

-

Unlimited consultations

-

-

-

VIP access to M. Plaks & team

-

-

-

           Pricingper month

One business entity

$375

$675

$975

$1,475

Core FAM

Ext.
FAM

REI
FAM

REI Ext. FAM

     Core: Tax preparation and Financials

Tax preparation
(personal & business)

Bookkeeping review

Q-ly

M-ly

Q-ly

M-ly

Financial statements

Q-ly

M-ly

Q-ly

M-ly

Tax planning

Tax questions

Email

Live

Email

Live

IRS letters response

     Additional Tax and Financial advisory

IRS audit defense​

-

-

Tax liability estimate

-

Q-ly

-

Q-ly

Payroll & 1099s

-

-

     REI Business planning and advisory

REI business plan

-

-

REI goal setting

-

-

REI accountability

-

-

REI Sobriety 12-step

-

-

REI strategy sessions

-

-

2 / yr

Q-ly

Deals profit tracking

-

-

     Additional REI business advisory

Closing stmt analysis

-

-

-

Online University

-

-

-

Live training free

-

-

-

Unlimited consult.

-

-

-

VIP access to team

-

-

-

     Pricing - per month

1 business entity

$375

$675

$975

$1,475

What our clients are saying:

quote-left

I can't say enough great things about Michael Plaks and his staff. Since we began working with Michael, he has always gone above and beyond to help with myself and our partners with our real estate and construction businesses.

His staff has always been equally supportive and helpful along the way as well. Most importantly, Michael Plaks is a TRUE expert in his field, so I always feel 100% confident in his expertise!

Brant Phillips

quote-left

Top notch tax service for real estate investors!  I've been doing business with Michael for several years and would NOT use anyone else.  Michael even got me a refund with an amended return that was originally prepared by another tax professional!  You NEED Michael if you invest in real estate!!!

Benita Stanford

quote-left

I've had the pleasure of working with Michael Plaks for tax preparation several years. As a Real estate entrepreneur, taxes and tax strategies are so important. It takes a True Competent Professional to understand what we do in The world of Real Estate. Michael tells you the truth, not what you want to hear. We appreciate all he does in The Real Estate Community. 

Pam Douglas

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