Turn Real Estate Investments Into Tax Advantages

Strategic tax planning and advisory services for real estate investors who want to maximize profits while optimizing your taxes.

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Whatever Your Goals, We Help You Reach Them

Pay Less Tax

Early Retirement

Build Passive Income

Strategic Tax Planning Built for Real Estate Investors

Your real estate portfolio is more than just a collection of properties–it's a path to building wealth. We provide comprehensive tax strategy and advisory services designed specifically for real estate investors.

From long-term rentals to land hacking projects, we help you structure your investments to maximize tax advantages while ensuring compliance and peace of mind.

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Here’s What We Can Do For Real Estate Investors

Strategic tax planning and optimization
Federal and state tax preparation
Property acquisition and improvement strategy
Cost segregation analysis
Entity structure optimization
Land hacking/development tax strategy
Multi-state tax compliance
Tax projections and forecasting
Audit protection and representation

"We are so thankful to have found AccountAbility Tax Services! Kevin and his team are incredibly knowledgeable, professional, and supportive."

Meredith W.

ABNB Host

Choose Your Level of Tax Strategy Support

We offer different options, depending on where you’re at in your own real estate investment journey.

Essentials

Plan

Starting at: $300/m

Best fit for investors with 1-2 long-term rental properties focused on steady income

Federal and state tax preparation
Basic tax strategy implementation
Email support for tax questions
Audit protection

Tax Prep: Varies based on complexity

Personal & business returns
# of properties
# of K1s
FBARs
Different schedules (other businesses)

Complete

Advisory Plan

Starting at: $425/m

Best fit for investors with 3-5 properties or actively growing portfolios

Semi-annual tax strategy meetings
Year-end tax projection
Email support and documentation review
One hour on-demand consultation monthly
Comprehensive tax return debrief
Federal and state tax preparation
Audit protection

Concierge

Advisory Plan

Starting at: $625/m

For complex portfolios and development projects

Quarterly tax strategy meetings
Mid-year and year-end tax projections
Unlimited strategy calls
Email support and documentation review
Comprehensive tax return debrief
Federal and state tax preparation
Audit protection

Who We Help

While we specialize in working with real estate investors, owning property does not mean you are automatically a good fit. Our clients usually look like this:

Own multiple properties or are actively growing their portfolio
Have a household income of $150k+
Want to focus on growing their investments rather than managing tax complexities
Are looking for proactive tax strategy, not just annual tax preparation
Value having a dedicated tax advisor who understands real estate investing

Ready to start optimizing your taxes through real estate?

Schedule a call to see if we're a fit for your portfolio.

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