Services
Tax and accounting for the way real estate actually works
Assessments, preparation, cost segregation with rental accounting, cloud-based books, and a $150 1-Hour Consultation with Dustin J. Heath, CPA.
01
Tax Assessments
A prior-year review, a Look Forward session, and a custom tax roadmap for your real estate portfolio.
- Comprehensive analysis of prior-year filings to identify missed deductions and overpayments
- Proactive "Look Forward" session to align current business goals with the latest tax law changes
- Custom tax roadmap to reduce future liability and protect your real estate portfolio's cash flow
02
Tax Preparation
Returns prepared for real estate investors and agents, with deductions and federal and state compliance in view.
- Expertly prepared tax returns, tailored for real estate investors and agents
- Comprehensive analysis to uncover deductions and reduce tax liabilities
- Compliance-focused approach to ensure accurate, timely filings of all federal and state returns
03
Cost Segregation Studies & Rental Accounting
Faster depreciation, short-term rental accounting, and a tax plan for each property.
- Accelerate property depreciation to increase current-year cash flow and tax savings
- Specialized accounting for real estate businesses, including short-term rental income and expenses
- Tailored tax plan for each property, based on ownership structure and usage
04
Cloud-Based Accounting
Real estate bookkeeping, monthly records, and reconciliations that stay audit-ready.
- Real estate–focused bookkeeping for accurate financial tracking and reporting
- Streamlined monthly record-keeping for easy access to financial insights
- Monthly reconciliation and account maintenance to help keep you audit-ready
05
1-Hour Consultation
Need a professional second opinion, a QuickBooks Online problem solved, or one dedicated hour on a financial question? This $150 session is your chance to work directly with a licensed CPA. Whether you are vetting an investment, navigating a business transition, or stuck on the QBO workflow that keeps the books accurate and audit-ready, you get one focused hour on your facts. Training that used to be offered separately is part of this consultation.
1 hour$150
Who the Tax Assessment is for
The $3,500 Tax Assessment is for clients with $150,000 or more in income, or $30,000 or more in taxes. It is not for simple W-2 returns or side-hustle filings.
See what the Tax Assessment includes
Pay first, then book
Both buttons open Stripe. After payment, Stripe opens the calendar. Appointments are Monday–Saturday, 4–7 PM Central.
Questions
Frequently asked questions
Cost segregation, rental accounting, the Tax Assessment, and the 1-Hour Consultation.