Services

LLC Formation for Small Businesses & Real Estate

The right entity structure is one of the most overlooked tax strategies in real estate and small business. Our LLC Formation package sets up your business for smarter taxes, liability protection, and long-term growth, creating a foundation built for wealth and optimizing your business for both seamless operations and tax planning.

What’s Included

Complete Entity Setup for both Wyoming Holding Company and Resident State Operating LLC:

  • Articles of Organization filed in both states
  • EIN issued by the IRS for both companies
  • Registered agent service (1 year)
  • Virtual business address available
Formation confirmations delivered and ready for banking, operations, and tax planning
Investment: Starting at $1,172.75 for the combined package
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Tax Strategy Planning

Smart tax planning turns your numbers into strategic growth opportunities. Our Tax Strategy service creates a clear, actionable plan to maximize deductions, optimize cash flow, and position your business for long-term wealth.
Every recommendation is tailored for your business type, whether you own real estate or run another small business, helping you make decisions that protect income and build a lasting legacy.

What’s Included

  • Custom Tax Plan - detailed strategy document tailored to your business and goals and step-by-step next actions for implementation
  • Third-party implementation support (retirement plans, payroll, insurance, etc.)
  • Periodic Strategic Meetings

Investment: $3,000 flat fee for the full strategy plan and follow-up sessions

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Tax Preparation & Compliance

Accurate tax preparation is about more than compliance; it’s about protecting wealth and leveraging opportunities. We prepare federal and state returns for S-Corps, C-Corps, Partnerships, and Individuals, ensuring your filings reflect the unique considerations of your business.
Our expertise in real estate, and small business owners who want precise, timely returns that preserve wealth and minimize risk is unmatched.

What’s Included

  • Preparation of all required returns, schedules, and K-1s
  • Final e-filing with IRS and state authorities
  • Summary of key items and next steps
Investment: Starting at $431 for Individual returns and $990 for Partnership returns up to 4 partners. Additional options for other entity types and state filings are available.
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Bookkeeping Services

Clean, accurate books are the backbone of smarter taxes, strategic decisions, and long-term wealth. Our bookkeeping services give you clarity and control, helping you track cash flow, manage expenses, and stay organized for tax season.
We specialize in real estate businesses – realtors, investors, brokers, and fix-and-flip, so your books reflect your operations and set you up for financial success.

What’s Included

  • Review and categorization of bank and credit card transactions
  • Reconciliation of accounts for accuracy
  • Periodic financial statements (P&L, Balance Sheet)
  • Ongoing monitoring for inconsistencies or misclassifications

Investment: Starting at $156 plus onboarding fees, services are tiered based on business size and needs. Contact us for your customized plan.

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Additional Services

In addition to our core offerings, we provide specialized support for real estate and small business clients who need extra guidance or compliance assistance. These services are available as needed to help you stay organized, compliant, and focused on growth:

1099 Compliance

Ensure your independent contractors are properly reported and avoid penalties.

CPA Services (Qualified Clients)

For select clients, we provide specialized CPA support tailored to your needs. When this service is a fit, it can offer clarity, guidance, and professional insight to help you make confident, strategic decisions.

Loan Officer Communications (Qualified Clients)

Streamline interactions with lenders, ensuring accurate and timely reporting for financing or refinancing needs.
These services are designed to complement your main accounting and tax strategy, giving you an extra layer of support when it matters most.