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

We call it FAM - Financial Advisory and Management

We got your back, FAM!

Details of the REI Extended FAM program

Pricing

1 business entity

$1,475 / mo

2 business entities

$1,875 / mo

3 business entities

$2,275 / mo

4+ business entities

c​all for custom quote

A minimum 6-month commitment is required

Business entity means an LLC, partnership, or corporation, up to 10 investment properties, with up to four owners. Investment properties include:

  • rental properties
  • flip properties
  • owner-financed properties
  • but NOT wholesale properties

Higher number of properties or entity owners may increase the monthly fees. Please call us for clarifications on pricing.

Core: Tax preparation and Financial review

Tax preparation - business and personal

Bookkeeping - monthly review

Financial statements - monthly updates

Tax planning

Tax questions

IRS letters - review and response

Additional Tax / Financial advisory services

IRS audit defense - by Michael Plaks, EA

Tax liability - quarterly estimates

Payroll and 1099 - processing services

REI Business planning & advisory services

REI business plan development

REI goal setting

REI accountability

REI Sobriety - 12-step program

REI strategy sessions - quarterly

Deals profitability tracking

Additional REI Business advisory services

Closing statements - analysis

Online University - online access

Live training - free admission

Unlimited consultations

VIP access to M. Plaks and team

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