Services
START WITH A CLEAR MAP OF THE WORK.
The Real Estate Tax Readiness Diagnostic organizes your holdings, entities, records, upcoming decisions, and open issues before a later advisory or compliance engagement is scoped. Here is how the work fits together.
how we engage
Most new engagements begin with the Real Estate Tax Readiness Diagnostic, and every Real Estate Tax Office relationship does. For advisory and compliance work, the fit call determines whether the Diagnostic is the right starting point or whether the required background review should be included in that engagement.
Start here
01
The Diagnostic
A written map of your tax exposure and the order to address it. It covers a strategic review of your most recent tax year, an entity and ownership map, a 12-month tax and transaction calendar, and a prioritized action register of ranked findings, walked through with you on a call.
Then, choose your level of support
02
Structure Advisory
A clear, written answer on a specific deal or decision, before you sign. Each engagement combines the modules your situation needs, such as §1031, gain analysis, cost segregation, partnerships, or leases, into one written scope with one fixed fee.
03
Compliance Portfolio
Annual returns and K-1s that reflect how your deals were actually structured: entity, federal, and state filings, K-1 packages, depreciation schedules, estimated payments, and a tax calendar, priced by complexity.
04
Real Estate Tax Office
Our most complete engagement: compliance, advisory, and a standing advisor all year, with quarterly meetings, a tax calendar, a risk log, and an annual advisory credit. It always begins with the Diagnostic.
01 / the diagnostic
From $5,000
three tiers; scope and fee confirmed in writing
Start here
A structured review of your holdings, entities, records, most recent tax year, and upcoming decisions.
Strategic tax review
Entity and ownership map
Prioritized action register, with each finding ranked: address now, before the next transaction, or monitor
12-month tax and transaction calendar
Document room
60-minute walkthrough call
current season
A Diagnostic purchased by November 30, 2026 may qualify for a later engagement credit under the terms below.
Diagnostics purchased by November 30, 2026 may qualify for a credit of 50% of the Diagnostic fee toward one Structure Advisory project, Compliance Portfolio, or Real Estate Tax Office engagement engaged within 45 days of delivery, subject to the engagement terms.
02 / structure advisory
From $11,500
per engagement, scoped in writing
Real Estate Tax Structure Advisory
Project-based advice for a specific decision or transaction, delivered as a written analysis or, where the facts support it, an opinion letter, with the assumptions behind it stated. Each engagement combines the modules your situation calls for, with one written scope and one fixed fee.
03 / compliance portfolio
From $10,000
per year, priced by complexity
Real Estate Tax Compliance Portfolio
Annual federal and state compliance for real estate and private equity investors: partnership and corporate returns, K-1s, multi-state filings, and individual returns for owners with significant real estate holdings. Priced by complexity. REIT returns are scoped separately. The Diagnostic is typically the first step.
04 / tax office
From $24,000
per year
Real Estate Tax Office
Everything in the Compliance Portfolio, plus:
Quarterly advisory meetings
Priority scheduling
A tax calendar for your entities and transactions
A risk log of open issues and how each is being handled
An annual advisory credit, separate from any Diagnostic credit, that may be applied to one separately defined advisory project, subject to the engagement terms
beyond our scope
Some work sits outside what we do. When a matter needs one of these, we work alongside your attorney, intermediary, or audit firm.
Audit, attest, or review engagements
Legal advice or legal document drafting
Qualified intermediary services
General corporate M&A (real estate transactions and acquisitions of entities that own real estate are in scope)
