Our Pricing
Bookkeeping
We offer precise bookkeeping to maintain accurate, up-to-date financial records
Start-up investors: Starting at $95/mo
Established investors: Starting at $595/mo
What’s included:
- Bookkeeping of bank transactions
- Bookkeeping of credit card transactions
- Reconciliation of bank statements
- Reconciliation of credit card statements
- Itemizing loan payments
- Tracking escrow balances
- Maintain data feeds in QuickBooks Online
- Year-round 1099 vendor reporting
- Clear financial statements and reports
- Reporting for Financial Institutions
- Annual Partner Equity Adjustments
Tax Strategy
We offer tax strategy planning services to help minimize your tax liability and maximize your savings
Start-up investors: Starting at $2,495
Established investors: Starting at $4,995
What’s included:
- Comprehensive Accounting Assessment
- Entity Structure Evaluation/Review (LLC vs. S-Corp, etc.)
- Real Estate-Specific Tax Strategies
- Depreciation Planning
- Cost Segregation Analysis
- 1031 Exchange Planning
- Passive Activity Loss Optimization
- Short-Term Rental Tax Strategies
- Property Sale and Acquisition Strategy
- Tax Planning Sessions
- Semi-Annual Check-ins
- Detailed Tax Plan Deliverable
- Annual Tax Projections
Tax Preparation
We offer comprehensive tax preparation, ensuring accuracy and compliance with all relevant tax laws
Start-up investors: Starting at $795
Established investors: Starting at $2,995
What’s included:
- Annual income tax filing for individuals (sole proprietors or husband-and-wife owned on Schedule E)
- Annual income tax filing for businesses (partnerships, S corps, C corps)
- Franchise tax report preparation
- Extension filing (if necessary)
- Estimated tax payment vouchers
- Deductions checklist
- Credits maximization
- Tax notice review
- Electronic filing of tax returns
- Two-year tax comparison
Start-up Investors: An individual who owns at least one real estate property and reports it on Schedule E.
Established Investors: An individual with multiple real estate properties organized under a separate entity, such as a partnership, S-corp, or C-corp.
What We do
We are the ones that will guide you to the future.
![TRETA - Bookkeeping](https://texasrealestatetax.com/wp-content/uploads/2024/07/TRETA-Bookkeeping-1-scaled.jpg)
Bookkeeping
At Texas Real Estate Tax Advisors, we understand that accurate bookkeeping is the backbone of any successful business. Our meticulous bookkeeping services ensure that your financial records are always up-to-date and compliant with industry standards. By entrusting your bookkeeping to us, you can focus on what you do best—growing your real estate business. Our team uses the latest software and techniques to track your income, expenses, and other crucial financial transactions, giving you a clear and detailed picture of your financial health at all times.
Tax Strategy Planning
Navigating the complexities of tax laws can be daunting. Our tax strategy planning services are designed to help you minimize your tax liability and maximize your savings. We work closely with you to develop customized tax strategies that align with your business goals and financial situation. Our proactive approach ensures that you are always ahead of tax deadlines and prepared for any changes in tax regulations. With Texas Real Estate Tax Advisors, you can rest assured that you are making the most of all available tax deductions and credits.
![TRETA - Tax Strategy](https://texasrealestatetax.com/wp-content/uploads/2024/07/TRETA-Tax-Strategy-scaled.jpg)
![TRETA - Tax Preparation](https://texasrealestatetax.com/wp-content/uploads/2024/07/TRETA-Tax-Preparation-scaled.jpg)
Tax Preparation
Tax preparation doesn’t have to be stressful. Our comprehensive tax preparation services take the hassle out of filing your taxes. We meticulously prepare your tax returns to ensure accuracy and compliance with all relevant tax laws. Our experienced team stays current with the latest tax regulations, so you don’t have to worry about missing critical updates. By choosing Texas Real Estate Tax Advisors for your tax preparation needs, you can avoid costly mistakes and penalties, giving you peace of mind and more time to focus on your business.