Real Estate Tax Strategy Services
Strategic support for every stage of your tax plan.
Every engagement starts with an understanding of your goals, your real estate activity, and the opportunities that can make a meaningful difference.
Three ways I work with clients
Tax Strategy
A proactive, year-round tax plan designed around your income, investments, and real estate activity. We identify opportunities, guide implementation, and keep your strategy aligned as life changes.
Typical investment: See tiers below. Renewal pricing is set at your annual review based on your tier and complexity — typically lower than year one, since the foundational work is done.
Tax Filing
Accurate, efficient tax return preparation that accounts for the activity and complexity of your situation. Tax Filing is available to Tax Strategy clients and is billed separately from your strategy engagement.
Typical investment: $2,000–$3,000 per tax return.
Cost Segregation
Coordinate the right cost segregation study for your property with trusted third-party providers, so you can accelerate depreciation and improve cash flow.
Typical investment: $1,000–$4,000 per study from third-parties.
Tax Strategy: three levels of support
The strategy is the same at every level. What changes is how much of me you get.
Essentials
Starting at $6,950
Review prior two years’ returns
Kickoff call
2 Strategy calls
Entity structure review and recommendations
Unlimited email support and tax research
Response times within one to two business days
2 Check-ins
Plus
Most popular
Starting at $8,450
Review prior two years’ returns
Kickoff call
2 Strategy calls
Entity structure review and recommendations
Unlimited email support and tax research
Response times within one to two business days
4 Check-ins
On-demand calls & text
Comprehensive
Starting at $17,450
Review prior two years’ returns
Kickoff call
2 Strategy calls
Entity structure review and recommendations
Unlimited email support and tax research
Response times within one to two business days
On-demand check-ins
On-demand access
Quarterly estimates
Tax projections
Exam representation
Tax Filing and cost segregation coordination are quoted separately. Final pricing depends on complexity like: property count, entity count, and state filing considerations.
Hear From Clients
“Ryan is so knowledgeable and genuinely helpful. It has taken me years to find someone with his depth of expertise. The way he presents every topic — clear, confident, and never overwhelming — makes you feel comfortable and at ease each step of the way. What makes him truly exceptional is that he goes far beyond traditional tax advising; he helps you think strategically about your future, your goals, and how to build a smarter, more intentional financial life.”
Laura B. · W2 Physician, STR Strategy
“I highly recommend Ryan to anyone interested in learning more about real estate and its tax advantages. I recently started working with him, and he has been incredibly helpful. He is very personable and knowledgeable, and he has provided answers to all my questions so far. I am excited about future tax strategy planning with him.”
Eric B. · Business Owner, STR Strategy
“Ryan has been the biggest asset to starting new in the short-term rental business with his knowledge of tax strategy specific to owning rentals. As newcomers to the industry, the education and guidance he’s provided have been invaluable. Starting out can be daunting, but Ryan has been by our side every step of the way—answering questions promptly and ensuring we remain eligible for the specific tax advantages we’re pursuing.”
Derek C. · W2 Tech Sales, STR Strategy
Is this the right fit?
This is a fit if…
You earn $500k+
You own, or are acquiring real estate you plan to materially participate in
You want ongoing proactive planning to lower your tax bill
This is not a fit if…
You want filing only
You have no real estate component
You’re looking for aggressive positions outside the tax code
I work with a limited number of strategy clients at a time. If we’re not a fit, I’ll tell you on the call.
Frequently Asked Questions
Is the fee deductible?
Why is strategy more expensive than filing?
What if my savings don’t exceed the fee?
Do I pay annually or upfront?
Can I start mid-year?
© 2026 Carriere Tax Consulting. All rights reserved.