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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 2024 currently open

NOW: Limited enrollment for 2024

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

    • 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.

    How Much Can You Save Me?

    Read This Blog Post By Michael Plaks

    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

    • Need more advanced services?
    Consider Black Belt Advisory Program

    How Much Can You Save Me?

    Read This Blog Post By Michael Plaks

    CLICK HERE TO APPLY

    Services included:

    • Initial consultation on REI business setup and tax strategies
    • Review of your prior year tax returns
    • 2023 tax return preparation - business, individual, and state(s)
    • Tax return review and year-to-year comparison conference
    • 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 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
    • IRS and state tax audit defense
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