Real Estate Investor Tax Fit Assessment

See if Alpine is the right CPA for your rental tax situation.

Alpine CPA Services helps individual real estate investors with tax preparation, planning when it is actually needed, and specialized rental-property tax issues. Tell me a little about your situation and I’ll review the fit personally.

Start the 2–3 minute assessment Review services & fees

Johnny Lujan, CPAColorado SpringsFully virtualSTR & LTR focus

Built for rental owners

Common clients are individuals and couples with residential rentals, often alongside W-2 or investment income.

More than Schedule E

Alpine works with depreciation, STR issues, conversions, sales, 1031 exchanges, cost segregation and related Form 1040 questions.

Pricing is clear up front$1,500 minimum

Many good-fit preparation engagements are approximately $1,800–$3,000+ as complexity increases.

Who Alpine is for

You do not need an elaborate tax strategy to be a good fit.

If accurate tax preparation is all you need, that is what I will recommend. Planning or separate project work is added only when there is a real tax decision or technical issue to solve.

Long-term rental owners

Short-term rental owners

W-2 households with rentals

House hackers / mixed-use owners

New rental purchases

Sales, 1031s & conversions

The assessment below is only for initial fit and scope. You are not expected to diagnose your own tax treatment or provide sensitive tax-document information here.

About 2–3 minutes

Tell me what is going on.

Please do not enter Social Security numbers, bank information, account numbers, or upload tax documents here.

1. Your information

Name

Phone (optional)

2. Where are you and the rentals?

State you live in

Rental property state(s)

3. Your rental activity

How many residential rental properties do you currently own? Which description best matches your rental activity?

4. What do you want help with?

Choose the main reason you are contacting Alpine. You do not need to know which service you need.

What is the primary issue?

5. Your overall tax situation

One broad question is enough for initial screening; we can clarify details later if needed.

Beyond the rentals, does your household return have significant additional complexity?

A “yes” does not automatically mean Alpine is not a fit. It just tells me the overall Form 1040 may need a closer look.

Will a partnership or S corporation tax return (Form 1065 or 1120-S) need to be prepared? How would you describe your tax and rental records?

6. Anything else I should know?

Briefly tell me what caused you to look for a CPA or anything unusual about the situation. (optional)

7. Pricing alignment

Alpine's minimum tax-preparation fee is $1,500.

Many good-fit real estate investor preparation engagements are approximately $1,800–$3,000+ as properties, states, K-1s, transactions or other household complexity increase.

Planning and specialized technical projects are recommended and priced only when the facts justify additional work.

I understand Alpine's minimum individual tax-preparation fee is $1,500 and that my fixed fee may be higher depending on scope.

This public form is for initial fit only. Sensitive documents are requested separately through TaxDome if needed.

What happens next

A short path from fit to a clear proposal.

I review the assessmentI look for initial fit, obvious scope issues and anything that needs clarification.
We have a short Fit CallIf Alpine looks like a potential fit, we clarify what you need. This is a scope conversation, not a tax-planning session.
Documents only if neededIf a prior return, depreciation schedule or another document is needed to quote accurately, I request it securely through TaxDome.
You receive one fixed-fee recommendationThe proposal describes the recommended work, what is included and the price before work begins.

Important scope boundary

Alpine primarily handles individual Form 1040 tax work for residential real estate investors.

Alpine generally does not prepare partnership or S corporation income tax returns, bookkeeping, payroll, or lodging / sales / occupancy tax filings.

If an entity return is prepared elsewhere, Alpine may still handle the individual return and coordinate with that CPA when appropriate.