Our Services
Defined services for STR tax strategy
Each service has a defined scope, clear deliverable, and transparent pricing. Start where it makes sense for your situation.
Core Strategy
Strategy engagements
Project-based engagements that diagnose your position and build a comprehensive strategy.
Tier 1
STR Tax Assessment
A focused diagnostic of your STR tax situation, identifying opportunities, gaps, and a clear path forward. Fee applies as a credit toward the Blueprint.
Tier 2
STR Tax Blueprint
A comprehensive, implementation-ready strategy covering entity structure, depreciation, projections, and a sequenced action plan.
Ongoing Services
Execution and operations
Ongoing engagements for advisory oversight, annual return preparation, and monthly bookkeeping.
STR Tax Advisory
Year-round strategic oversight: quarterly reviews, material participation monitoring, mid-year projections, and direct email access.
STR Tax Preparation
Specialist-prepared returns with cost segregation reporting, material participation documentation, and entity compliance.
STR Bookkeeping
Monthly transaction categorization, reconciliation, and P&L reporting for your STR properties.
Project-Based
Specialized engagements
Scoped engagements for specific situations such as IRS correspondence response, amended returns, or audit representation. Each project is quoted individually based on scope and complexity.
If you have a specific situation that doesn't fit neatly into the services above, reach out. We'll scope it and provide a clear engagement letter before any work begins.
Get StartedHow It Works
A structured path, not a menu
Most clients progress through these stages. You can enter at any point based on where you are.
Strategy Call
30-minute conversation to confirm fit and discuss your situation.
Assessment
Focused diagnostic identifying opportunities, gaps, and next steps.
Blueprint
Comprehensive strategy with implementation roadmap and projections.
Advisory + Execution
Ongoing oversight, return preparation, and bookkeeping.
Not sure which service fits?
Start the intake process and we'll determine the right starting point for your situation.
Get Started