Tax Preparation & Filing

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Tax Preparation & Filing — Tax Planning Made Simple

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Whether you need foundational support or more advanced strategies, our Basic and Advanced Tax Planning packages offer proactive, year-round guidance tailored to your financial goals. From accurate estimates and real estate tax reviews to in-depth planning sessions and audit support, we help you stay ahead—without surprises.

All for a flat annual fee, conveniently broken into monthly payments.

  • Real estate professional status
  • Short-term rental loophole
  • 1031 exchange
  • Cost segregation study
  • Section 1202 gain exclusion
  • 721 exchange
  • Opportunity zones
  • Delaware statutory trusts
  • Strategic charitable giving
  • Expense shifting
  • Entity analysis