Financial planning is an ongoing process involving goal setting, cash flow, risk management, tax planning, retirement planning, investments, estate planning and more.

Having clean books for your business leads to a clean and clear mind.

Bookkeeping and Payroll Services

Real Estate Wealth Planning works with many real estate pros who struggle with spending and overpaying in taxes. We understand the importance of managing your finances to ensure financial stability, and that’s why we offer a variety of accounting services, including bookkeeping and payroll services.

Many folks do not have the time or the knowledge to manage their finances effectively. They are often so focused on their business that they neglect to track their expenses and plan for taxes. This can lead to overspending, overpaying in taxes, and financial instability. We can help you manage your cash by setting up your business and running it efficiently.

We have many à-la carte services for real estate pros:

  •  LLC Formation
  • S-corporation election
  • Tax planning
  • Bookkeeping
  • Payroll
  • Annual tax report
  • Coordination with tax preparer
Our bookkeeping services help you keep track of your incomes and expenses, ensuring that you have an accurate picture of your financial situation. This is essential for making informed decisions about your business and funding your life. 

We primarily provide bookkeeping and payroll services as a complement to holistic financial planning and investment management services. However, this service is open to all!

Consider attending our “Optimize Your Tax Plan” webinar. It is popular and relevant to this topic!

Schedule a call to find out more

Coming Soon!

In 2024, our name is changing to Real Wealth Planning. New website launching in late Q1-2024. 
Same service, same values, just a refreshed look!

Stay in touch: