Most tax preparers treat landlords like any other small business. We don't. We understand rental income reporting, Schedule E, depreciation rules, and the real-world expenses that come with managing properties.
Fill out the form below and we'll send you a secure organizer. Upload your prior return and we'll review your rental income, surface missing deductions, and make sure your depreciation is on track all online.
No pressure. No obligation. Just clarity.Rental property–specific organizer
E-signatures + secure upload portal
Instructions sent after you submit
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Rental income & Schedule E reporting
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Depreciation & cost segregation
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Repairs vs. improvements classification
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Multi-property filings
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Quarterly estimated tax planning
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Entity structure guidance (LLC, S-Corp)
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1031 exchange awareness
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Year-end check-ins (optional)
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Simple online portal workflow
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E-signatures and secure uploads
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Clear checklists + reminders
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No paperwork headaches
Flat-rate plans built around your portfolio size. No surprises at the end. Additional properties are $150 each across all plans.
/ yr
For growing rental portfolios
Up to 8 properties includedUp to 8 rental properties
Depreciation setup & year-over-year tracking
Mid-year portfolio tax planning review
REPS qualification & documentation guidance
Passive loss review & utilization planning
Acquisition & disposition tax planning
Entity structure guidance
Tax preparation included
All plans are annual. Additional properties beyond the plan limit are billed at $150/property. Additional advisory services and entity returns may be quoted separately.
"I have been using Tax Associates for years and Jonathan has always been very thorough and meticulous while doing my taxes. He's quick at responding to my questions and concerns; especially when filing for more than one state."
— Tiffany, Client
"Jonathan was a consummate professional, always answering any questions and going into depth on areas of concerns. I cannot recommend his services enough!"
— Fritz, Client
"He goes above and beyond answers, questions and emails almost immediately... Jonathan is amazing and I feel fortunate to have a honest, reliable tax consultant."
— Patricia, Client
Enter your email and we'll send you a link to our secure client portal. Upload your prior return and we'll review your rental income, surface missed deductions, and verify your depreciation — at no charge.