The Basic Plan comes with a 14-day free trial. You will not be charged until the 14 days have elapsed.

The Plus Plan comes with a 7-day free trial. You will not be charged until the 7 days have elapsed.

The Pro Plan does not come with a trial period.

Yes, we offer discounts on both the Basic and Plus Plans if you choose to pay annually.

Due to the time we put into servicing customers on the Pro Plan, we cannot offer a discount for annual payment.

Yes! All of our CPAs are gainfully employed at The Real Estate CPA. The firm services over 700 clients in the real estate industry. Our team has incredible tax and accounting experience that we are able to rely on when servicing you!

Yes, a 12-month subscription is currently our only option for the Pro Plan.

Yes! All of our advisors for the calls are licensed CPAs.

Let's look at the cost.

If you are a Plus Plan subscriber for 12-months and you pay for one call with our CPAs, you'll pay $1,088 ($49x12 + $500).

12-months of Pro Plan membership costs $2,004. That's only an extra $916 per year for an additional call, email support with our team of CPAs, and monthly Live Q&As.

Another reason you may choose the Pro Plan over the Plus Plan is that you need, or want, more support from a team of reputable CPAs. The email support we offer is fast, accurate, and detailed. And you can rest assured knowing that you won't have to come out of pocket for your two advisory calls as the price is already included in the monthly subscription.

We recommend that you have one planning call and one tax return review call during your subscription period.

To maximize the planning call, we will ask you in advance of the meeting questions to help you narrow the focus of the meeting. Please fill those questions out completely. It also helps to send any documents that you'd like us to review at least 48-hours in advance of the call.

To maximize the tax return review call, upload your tax returns with our secure portal (we'll email you a link) at least 48-hours in advance of the call. Come prepared with questions that you have and expect us to review any real estate portions of your return with you on the call. We may find mistakes that your tax preparer made, at which point we'll advise you on how to fix them.

Customers care about getting fast and accurate answers to their questions.

CPAs are notorious for taking weeks to reply to a client's email.

Our email support guarantees a 48-hour turnaround time (business hours).

To achieve fast turnaround times, we provide email support on a round-robin basis.

When you email into the support email (that you'll receive upon signing up), our software will look at our team of CPAs current workloads and assign the email to the CPA who can reply to your email the fastest.

You will likely interact with many of our CPAs through email support. But don't worry, they are all high caliber and add excellent notes to your file so that the next CPA can easily pick it up and run with it.

To provide you with high-quality and fast service, we do not assign specific CPAs to your account. Instead, we focus on routing your email or call to the CPA who can service you the quickest. We also take great notes so that the next CPA can easily pick up your account.

We understand and value 1-1 relationships. That's why we offer such arrangements at The Real Estate CPA. To be upfront: it's much more expensive than what you see here.

The price of a Tax Advisory call on the Pro Plan is $300. This includes prep time and time to send a follow-up email.

Two Tax Advisory calls = $600.

$600 divided by 12 months = $50 per month.

If you join the Pro Plan, use a call or two and then cancel before your 12-month subscription is over, we have to true up the billing because you used a call but may not have fully paid for it (since you canceled early).

Example:

You join the Pro Plan and use a call the second week of your subscription. You then cancel. You've paid $127 for one month. $50 of that payment is allocated to the price of Tax Advisory calls. Because one Tax Advisory call on the Pro Plan costs $300, you owe $250 to close out your subscription. We will bill your credit card for that amount.

To encourage engagement and simplify our relationship with you, any unused calls expire at the end of your 12-month subscription. They will not carry over and we are not obligated to refund you for the unused call(s).

The monthly webinar will generally consist of a presentation by one of our CPAs or third-party guests on a specific topic or strategy relevant to real estate investors.

While the live Q&A, hosted by one of our CPAs, is a chance for members to get answers to their questions live without using an Advisory Call. And at the same time learn about what other Tax Smart Investors are asking.

Webinars and Live Q&As are not currently being recorded.

We will attempt to find event times that work for the majority of our user base.

If you are a client of The Real Estate CPA, we can prepare your tax returns. We do not offer that service through the subscription plans here at Tax Smart Real Estate Investors.

Log into your account by navigating to www.taxsmartinvestors.com and by clicking the Log In option in the menu.

Then click Account in the menu.

You will then be able to modify or cancel your subscription.

We do not offer refunds.