Ongoing Strategy
Advisory Retainers
Monthly engagements for a consistent planning partner, starting at $760 and scaling with portfolio complexity. Each retainer ships with written deliverables at every touchpoint, not just phone calls.
For property owners & operators
Real Estate Advisory
Built for owners with substantial or complex holdings, or anyone who wants to run active tax strategies on their California real estate.
From $760 / month
- Quarterly strategy session with written PDF summary
- Annual portfolio position memo — depreciation runway, suspended losses, basis
- October tax position letter with year-end action items
- One proactive planning trigger per quarter
- FTB 3840 monitoring for prior §1031 deferrals
- Priority turnaround on questions
- Return preparation included
For pre-retirees & HNW investors
Wealth Advisory
For clients whose planning centers on investment income, IRMAA exposure, and retirement sequencing.
From $760 / month
- Quarterly strategy session with written PDF summary
- Annual liquid portfolio tax efficiency review
- IRMAA lookback plus two-year forward projection
- Estimated payment schedule with context
- Coordination memo for your CFP or RIA
- Year-end tax position letter
For developers, syndicators & family offices
Institutional & Family Office
For CRE developers, syndicators, and multi-entity family offices. Multi-tiered partnerships, high-volume K-1s, and multi-generational planning, scoped to the portfolio.
From $8,000 / month · custom scope
- Everything in the advisory retainers, at portfolio scale
- Multi-tiered partnership & waterfall accounting (GP/LP splits, preferred returns)
- High-volume K-1 production for passive investors
- UNICAP (§263A) & §460 construction-accounting support
- Trust, estate & multi-generational coordination
- Dedicated senior strategist — direct line, deal-speed turnaround
- Return preparation for all entities included
Defined Scope · Fixed Fee
Real Estate Strategy
Project engagements for specific decisions. Each delivers a written output — a memo, model, or report you can act on. Retainer clients: 15% off applied at proposal.
For new property buyers
Cost Segregation Coordination
$2,800
Engineer engagement, return integration, and a written summary of accelerated deductions captured.
For property sellers
§1031 Exchange Planning
$3,200
Identification window support, replacement analysis, and basis carryforward map.
For multi-property owners
Portfolio Tax Position Report
$2,400
Property-by-property snapshot: depreciation runway, basis, suspended losses, two-year outlook.
For active operators
Real Estate Pro Status Review
$1,600
Qualification review, hours documentation strategy, and grouping election guidance.
For owners considering restructure
Entity Structure Review
$1,800
LLC, S-corp, or partnership analysis with a written recommendation.
For active buyers
Acquisition Tax Screen
$1,200
Pre-close review: depreciation profile, entity placement, year-one through year-five projection.
For investors with large capital gains
QOZ Qualification & Deployment
$3,400
Eligibility review, suitability analysis, and deal coordination for QOZ 2.0 investments.
Defined Scope · Fixed Fee
Wealth & Retirement
Investment income, retirement transition, and advisor coordination. Delivered as written reports and sequencing models.
For taxable account investors
Liquid Portfolio Tax Model
$2,200
After-tax return, fee drag, and tax-loss harvesting potential modeled against 3–5 scenarios.
For pre-retirees aged 58–68
IRMAA Income Sequencing
$1,900
Multi-year Roth conversion and bracket management to minimize Medicare surcharges.
For retirees & near-retirees
RMD & Withdrawal Plan
$1,500
Ten-year income map across pre-tax, Roth, and taxable accounts optimized for tax and IRMAA exposure.
For clients with outside advisors
Advisor Coordination Memo
$1,100
A clean tax-side picture you can hand to your CFP, Schwab, or Fidelity team.
Annual Filing
Tax Compliance
Return preparation for investors with real estate, capital gains, and multi-state exposure. See detailed compliance pricing for full scope and K-1 add-ons.
Flat-rate preparation
Individual Tax Return
Prepared returns for real estate investors with complex schedules, capital gains, depreciation recapture, and multi-state filing obligations.
From $1,800 per return
- Federal + California included (additional states quoted separately)
- Schedule E rental properties, cost segregation integration
- Capital gains and depreciation recapture analysis
- FTB 3840 and out-of-state §1031 reporting
- Written explanation of every material position taken