Become A Client

Fill Out Webform

Fill out the webform below. The more information you provide, the better!

We'll Review It

Based on the information you provide, we'll determine if there is a potential fit and reach out to schedule an initial consulation.

If there is alignment after our initial consultation, we'll send you an agreement to come on board as a client!

Are You Ready to Become a Client?

After working with over 800 investors, we found we typically work best with investors and business owners who own at least 3 investment properties and are ready to rapidly scale, or have a large existing portfolio.

If spending $4,000 - $10,000 or more a year on tax and accounting services isn't within your budget, we won't be the right fit for your accounting and tax needs at this time.

Thanks for Your Interest in Becoming a Client!

Fill Out Webform

We'll Review It

Become a Client

Are You Ready to Become a Client?