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 FAM program

Pricing

1 business entity

$975 / mo

2 business entities

$1,275 / mo

3 business entities

$1,575 / 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 - quarterly review

Financial statements - quarterly updates

Tax planning

Tax questions - via email

IRS letters - review and response

REI Business planning & advisory services

REI business plan development

REI goal setting

REI accountability

REI Sobriety - 12-step program

REI strategy sessions - semi-annual

Deals profitability tracking

Additional Tax / Financial advisory services

Not included in the REI FAM program. Please click here to check out our other programs.

Additional REI Business advisory services

Not included in the REI FAM program. Please click here to check out our REI Extended FAM program.

Copyright 2018 by REI Tax Firm

Disclaimer