REI Enhanced Tax Preparation
for Real Estate Investors

since 1996

REI Enhanced
Tax Preparation
for Real Estate Investors

since 1996

Most RE investors OVERPAY Uncle Sam. Why?

  • they do not understand real estate taxation
  • they are not on top of the recent law changes
  • they use generic non-real-estate CPAs

Stop the insanity! Let our experts lower your taxes!

Why most RE investors 
OVERPAY Uncle Sam?

  • not understanding real estate taxes
  • not on top of the recent changes
  • using generic non-real-estate CPAs

Stop the insanity! 
Hire us and pay less!

Optional add-on tax planning with Michael Plaks, EA

Introductory 1-on-1 Planning consultation

$750

Recommended "peace of mind" add-on services

IRS account & IRS Letters Protection

$480 / 12 months (per family)

IRS Audit defense Insurance

From $1,200 / 12 months

How much can you save me?

Tax preparation pricing

Realtor/Wholesaler - no flips, no rentals

$1,450 – $1,750

RE Investor - 1 to 5 rentals or K-1s

$1,950 – $2,550

RE Investor - 6 to 10 Rentals or K-1s

$2,350 – $2,950

State tax returns

From $450, per state

Partnership or S-Corporation

From $2,850

Optional add-on tax planning

Introductory tax planning consultation

$750 - 1 hr     (1st-time clients)

Recommended "peace of mind" add-ons

IRS account & IRS Letters Protection

$480 / 12 months (per family)

IRS Audit Defense Insurance

from $1,200 / 12 months

How much can you save me?

Tax preparation pricing

Realtor or Wholesaler - no flips, no rentals

$1,450 – $1,750

RE Investor - 1 to 5 rentals or K-1s

$1,950 – $2,550

RE Investor - 6 To 10 Rentals Or K-1s

$2,350 – $2,950

State tax returns

from $450, per state

Partnership or S-corporation

From $2,850

Services included:

  • Review of your prior year tax returns - for new clients
  • Our proprietary tax organizers customized for REI investors
  • 2025 tax return preparation
  • Walk-through conference to review your completed tax returns prior to filing
  • Deadline reminders for tax filings

Services excluded (available within our full-service Advisory program):

  • Consultations and strategic tax planning, except for an optional introductory consultation
  • Email access to our experts for ongoing tax-related questions
  • Response to lenders and other 3rd party inquiries
  • Ongoing bookkeeping support
  • Help with IRS problems and IRS correspondence, except for the optional add-on services

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