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INVESTOR SERVICES
The modern investor is diversifying their portfolio outside of the traditional investments of stocks and bonds. Investors are moving into alternative investments - such as real estate and private investments in limited partnerships. RER CPA has responded to this trend by offering comprehensive investor-oriented services.
Are you responsible for asset management or financial duties in your partnerships? Are you invested in rental properties and are seeking comprehensive help? Do you receive multiple K-1s and need help estimating your taxes? If so, we can help.
OUR INVESTOR SERVICES
STRATEGY
TAX
RENTAL PROPERTY PERFORMANCE ANALYSIS
INDIVIDUAL TAX RETURN PREPARATION
ACCOUNTING
STR/LTR RENTAL PROPERTY BOOKKEEPING
ESTIMATED TAX CALCS
REAL ESTATE HOLDCO TAX RETURN PREPARATION
DEBT SCHEDULES
MULTI-ENTITY STRUCTURE PLANNING
SITUATIONAL TAX LAW RESEARCH
ASSET TRACKING
ASSET HOLDCO TAX RETURN PREPARATION
K-1 PREPARATION & DISTRIBUTION
TAX PROJECTIONS
OUR
INVESTOR SERVICES
PRICING & PLANS
Our fees are broken into two types: a la mode or plans. A la mode gives clients the option to pay for our services as they happen. Plans give clients the option to pay for a bundle of services over time and receive consistent year-round support. Each plan includes a bundle of core services that are typically needed and can include add-ons if required.
LITE
Strategy Services
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Semi-Annual Meetings
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Tax Preparation Services
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Individual Tax Return Preparation or HoldCo Tax Return Preparation
PLUS
Strategy Services
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Quarterly Meetings
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Tax Preparation Services
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Individual Tax Return Preparation or HoldCo Tax Return Preparation
PREMIUM
Strategy Services
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Monthly Meetings
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Tax Preparation Services
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Individual Tax Return Preparation or HoldCo Tax Return Preparation
CONTACT US
While our work is technical, we are personal. In between, tax returns, spreadsheets, and journal entries, you will find an expert that you can really talk to, who will support you as an extension of your team, and cares about your future financial success. Contact us today for a free 1-hour consultation. Let's open the conversation on how we can serve you.
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R.E. RANGEL, CPA, PLLC
Fort Worth, TX
Call us at 817-682-4975
QUICK LINKS
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