Tax Compliance Retainer
1-to-1 Monthly Retainer Service for Real Estate Investors where we deep dive into your Structure, strategy, and savings to outline a plan that decreases your tax liability and ensure compliance.
In this strategy session you'll get the lead accounting manager's undivided attention to develop actionable steps to address your highest-priority issues when it comes to tax preparation and tax planning for your business. If you're someone who simply needs a clear picture of your next step power moves to better prepare yourself for tax seasons, you're in the right place.
REI Tax Strategy on tap!
Stay compliant, stay organized, and stay focused on growing your real estate investments. This monthly retainer offers tax strategy alongside bookkeeping services specifically tailored to Real Estate Investors. We ensure your financial affairs remain in order and in full compliance with tax regulations, leaving you with ongoing peace of mind. Let us take care of the details so you can keep your eyes on the prize:
your investment success
Tax Compliance retainer
This package is for Real Estate Investors who have the need for a Tax Strategist within their business. By investing in a tax compliance retainer you'll have the 1:1 expertise to ensure financial compliance and minimize tax liability.
- Software: Doorloop, QBO, Wave, Freshbooks, or Xero
- Monthly bookkeeping and bank reconciliation (up to 2 accounts)
- Management Reports: Profit & Loss Statement + Balance Sheet (Monthly)
- 45 Minute Monthly Money Review Calls
- 90 Min Quarterly Review + Report
- Integrated Tax Strategy
- Access to Chat Support (via Google Chat)
- 25% Credit Towards Tax Preparation
SCHEDULE A DISCOVERY CALL
Note: All consultations are virtual
Get Started
We are here to serve you in 1:1 dedicated support and be your go-to REI Tax Strategist. It's like having an expert exclusive to your real estate investment business.
"It is easy to use and my information is protected."
"My siblings and I have worked with Master Tax Service since 2017 and we have been thoroughly pleased with their knowledge and professional acumen. I am also in the military and unable to meet with Dede or her team face to face so the secure client portal has been extremely helpful to me. It is easy to use and my information is protected. Additionally, no matter what state or country I live in they’ve been able to answer any and all questions or concerns I’ve had regarding my return in a prompt manner."
Zaneta j.
Testimonials
testimonials
"I use Master Tax Service every year!"
"I use Master Tax Service every year! Not only are there tax services affordable, but the customer service is outstanding as well. Ms. Wells is extremely knowledgeable and always professional. Each year it is always a smooth and efficient process!"