service@REItaxfirm.com     713-721-3321​

service@REItaxfirm.com

713-721-3321

Menu

713-721-3321

​service@REItaxfirm.com

Menu

Full-Service Tax & Advisory Program
Minimizing Taxes for Real Estate Investors
since 1996, exclusively for REI

Full-Service Tax & Advisory Program

Minimizing Taxes for Real Estate Investors

since 1996, exclusively for REI

95% of new RE investors lose money = FAIL. Why?

  • not understanding the numbers of REI business
  • spending time and money on the wrong things
  • overpaying their IRS taxes

The top 5% are not lucky. They are professional.
We'll help you get there and stay there!

95% of new RE investors lose money = FAIL. Why?

  • not understanding the numbers
  • focusing on the wrong things
  • overpaying their IRS taxes

The top 5% are not lucky.

They are professional.
We'll help you get there!

Limited enrollment for 2026 currently open

NOW: Limited enrollment for 2026

Tax planning + Tax preparation + Year-round support

Tax planning + Tax preparation

+ Year-round support

$5,850 - 9,850

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

It is designed for intermediate-level investors using conventional RE strategies:

  • Wholesalers, Double-closers and/or Realtors
  • Flippers, Rehabbers, Wholetailers and Builders
  • Landlords with moderate-size portfolios
  • Operators of short-term rentals / AirBnB
  • Passive investors in syndications
    • CLICK HERE TO APPLY

    For more advanced RE strategies, large portfolios, high-level tax planning or additional services, check out our elite Black Belt Advisory program with Michael Plaks, EA.

    Acceptance is at our discretion
    Limited to conventional RE strategies:

  • Wholesalers and/or Realtors
  • Flippers, Rehabbers, and Builders
  • Landlords w/moderate-size portfolios
  • AirBnBs / short-term rentals
  • Passive investors in syndications
    • CLICK HERE TO APPLY

    Need more advanced services?
    Consider Black Belt Advisory Program

    How Much Can You Save Me? 

    How much can you save me?

    READ MICHAEL'S POST

    Services included:

    • Initial consultation on REI business setup and tax strategies
    • Review of your prior year tax returns
    • 2025 tax return preparation - business, individual, and state(s)
    • Tax return review and year-to-year comparison conference
    • NEW for 2026: IRS account / transcript monitoring
    • Review and response to IRS letters (except audits and debt resolution)
    • Response to lenders and other 3rd party inquiries
    • Deadline reminders for tax filings
    • Proactive notifications of changes in real estate taxation law
    • Ongoing email access to our experts for tax-related questions
    • End-of-Year tax planning conference

    Services available as an optional add-on:

    • NEW for 2026: IRS audit defense insurance

    Services excluded (available only within our Black Belt Advisory program):

    • Advanced strategic tax planning for high income / high net worth
    • Tax services for large portfolios of investment properties
    • Tax services for partnerships other than between spouses
    • Tax services for multiple entities structures and syndicators
    • Tax services for non-real-estate businesses
    • Tax services involving multi-state and International taxation
    • Tax services for advanced aka creative real estate strategies
    • Bookkeeping support, including our proprietary RIBS system
    CLICK HERE TO APPLY
    Share0

    Copyright 2026 by REI Tax Firm

    Disclaimer