Strategic CPA and tax planning packages built exclusively for the NJRESN community of real estate investors.
"Providing peace of mind, year after year."
Our approach replaces guesswork with design — allowing your finances to operate as a system that works for you, proactively, continuously, and with purpose.
Always understand where your money is coming from and where it's going — across every property and every entity.
Remain compliant, audit-ready, and ahead of risk with proactive tax positioning and entity structuring.
Use the tax code and financial data strategically to build real estate wealth that compounds across generations.
Three tiers built for where you are in your real estate journey — with transparent per-property pricing so you never overpay or get nickeled-and-dimed.
Activity beyond your tier's included counts is billed at flat, published rates — the same prices apply across Foundation, Operator, and Portfolio.
| Add-On Item | Price |
|---|---|
| Additional Schedule C business | $950 |
| Each additional long-term rental (Schedule E) | $650 |
| Each additional short-term rental property | $1,750 |
| Each additional K-1 received | $200 |
| Each additional brokerage / 1099 statement | $95 |
| High-volume / active-trader account (>100 trades/yr) | $350 |
| Crypto activity with basis tracking | $500 |
| Each additional non-resident state return | $400 |
Example: Foundation client with 3 long-term rentals (1 over included) = $4,500 + $650 = $5,150/year
These items vary substantially based on facts and document quality, so we provide a fixed scope quote rather than a flat rate:
Our pricing assumes clients deliver clean records by tax deadlines. When that's not the case:
| Late filing — documents received after March 15 (or August 15 for extended returns) | +$250 or +25% whichever is greater |
Books require cleanup or reconstruction? That's handled under a separate bookkeeping engagement — let us quote it before tax season starts.
These packages do not include bookkeeping, payroll, sales tax filings, audit representation, IRS/state notice responses, amended returns, entity formation, legal services, or financial statement preparation unless separately quoted. Tax filing included in each package assumes the client provides complete and accurate records in a timely manner.
Activity beyond your tier's included counts (additional rentals, Schedule Cs, K-1s, brokerage statements, non-resident states, etc.) is billed at the transparent add-on rates shown above — no surprise invoices.
Choose the entry path that fits where you are. Every door leads to the same destination — strategic tax planning designed for your real estate business.
A short fit-call to determine which package matches your situation. Not a tax consult — a conversation to see if we're a good match.
$500 off our standard $997 rate — exclusive to the NJRESN community. Full deep-dive into your tax situation with actionable strategy.
You already know which package fits. Sign up directly — your onboarding kickoff call serves as your first working session.
Plus: All NJRESN community members get free access to our Quarterly Tax Strategy Webinars — covering depreciation strategies, the STR loophole, entity structuring, and more.
What makes this an exclusive partnership — not just another CPA relationship.
NJRESN community members pay $497 (not $997) for our deep-dive Strategy Session — fully credited toward onboarding fee within 30 days.
Standard onboarding fee of $500–$1,500 is waived for NJRESN community members enrolling in any package.
Members-only quarterly tax strategy webinars covering depreciation, STR loophole, REPS, entity structuring, and current tax updates.
NJRESN members get priority email response — 24 hours for Portfolio, 48 hours for Foundation and Operator clients.
We reward decisive action. Pay-in-full saves you the most; flexible installments are available with a small convenience adjustment.
Best value. One payment, locked in for the full year, with a 5% discount off the listed price.
50% at signing, 50% within 60 days. The listed price, no adjustment.
Four equal quarterly payments. Small convenience adjustment applies.
12 monthly payments. Reflects the true administrative cost of monthly billing.
Clear, fair, and built to protect both sides of the relationship.
All packages are annual engagements with 60-day notice to non-renew. This protects continuity through your tax season cycle and ensures we have the runway to deliver real strategic value.
Anything outside your package scope is billed at:
Bookkeeping, IRS audit representation, amended returns, cost segregation studies, state nexus studies, R&D credit work, prior-year cleanups. Available as separate engagements.
If you're not satisfied within the first 30 days, we'll credit unused fees toward a transition or apply them to future advisory work. No adversarial refund battles — just a fair resolution.
A clear, simple path from "interested" to "fully engaged."
Book a free Discovery Call, paid Strategy Session, or enroll directly.
Sign the engagement agreement and select your payment option.
60–90 minute call to gather your data, history, and set strategic priorities.
Your tax architecture begins — proactive, continuous, year-round.
NJRESN community members get exclusive pricing, waived onboarding fees, and direct access to the CPA partner trusted by your network.