Pricing
Choose your support. Know the scope.
Starting prices used on real calls. Complexity adds, and add-on math is quoted on a short call, so you get a firm number instead of a range that keeps moving.
From $650
Individual return with one rental.
Federal and state prep through the portal, then a video review and e-sign. Complexity adds for extra rentals, Schedule C, K-1s, extra states, and S-corp work.
$1,500
About 60 minutes, recorded.
Tax saving strategies for 2026 and beyond. Entity structure, REPS, short-term rental rules, cost segregation, and S-corp questions, with written action items. The decisions that shape a tax year have to happen while the year is still open. Q4 is the working window.
From $4,500/yr
Prep, planning, and access.
Tax preparation and a planning session, plus quarterly check-ins and year-round access to the team.
Specific projects. REPS determination, cost segregation coordination, entity restructuring, second opinions. Fixed scope, quoted at a firm number before any work starts. Ask about a project.
Prep-only does not include bookkeeping, payroll, amended prior years, extra state returns, or audit representation. Those are available separately. Bookkeeping is offered by the firm. It is scoped separately from tax preparation.
The rule
You get a firm number after a call.
Extra rentals, Schedule C, K-1s, extra states, and S-corp work change the number. Book a short call with Corben Bellamy. If it is a fit, you leave with a firm quote, not a range that keeps moving.
See how the firm works with real estate investors or meet the team.
Your next step
Let’s talk about
your rentals.
Meet Corben. Explain what you own and what you need. Leave knowing the next step.
Your intro call comes before any planning session.