How does Equity CPA price its services?
Equity CPA uses package-based pricing with final scope confirmed after reviewing entities, state filings, forms, support needs, and portfolio complexity.
Simple, transparent
pricing.
Clear package structure without one-size-fits-all pricing. Final scope depends on your entities, states, forms, and the complexity of your portfolio.
foundational
Essentials
Tailored
scope
Best for leaner investor filings that need clean compliance, straightforward support, and a clear filing path.
- Federal return included
- Up to 1 state return
- Basic email support
- Secure portal delivery
- B&O filing when applicable
Most Popular
most popular
Core
Strategic
scope
Built for active investors who need broader filing support, planning touchpoints, and more proactive guidance.
- Federal return included
- Up to 2 state returns
- Semi-annual tax projections
- Semi-annual tax planning
- Calls plus email support
- Entity structure guidance
high touch
Concierge
Custom
scope
For more complex portfolios that need broader coordination, higher-touch planning, and a more tailored service model.
- Federal return included
- Up to 5 state returns
- Quarterly tax projections
- Quarterly tax planning
- High-touch support
- Local and city filing coordination
- Entity structure guidance
What's included by package
Use this as a planning guide. Final scope is confirmed after your Right Fit Call based on entities, forms, and filing complexity.
| Scope | Essentials | Core | Concierge |
|---|---|---|---|
| Federal return | Included | Included | Included |
| State returns | Up to 1 | Up to 2 | Up to 5 |
| Specific forms | Up to 1 | Up to 2 | Broader scope |
| Support | Basic email | Calls + email | High-touch support |
| Tax projections | — | Semi-annual | Quarterly |
| Tax planning | — | Semi-annual | Quarterly |
| Delivery | Portal | Loom video | Virtual conference |
| B&O filing | Included | Included | Included |
| Entity structure guidance | — | Included | Included |
| Local & city filings | Add-on | Add-on | Included |
Flexible Scope
Add-Ons Available
State Returns
Local & City Filings
Pricing Questions
Clear scope before you commit.
Final pricing is matched to your entities, filings, and support needs after the Right Fit Call.
Which Equity CPA package is most popular?
The Core package is the most popular option for active real estate investors who need broader filing support, planning touchpoints, and proactive guidance.
Can investors add services outside the main packages?
Yes. Add-ons can be scoped for items such as additional state returns, entity returns, city or local filings, bookkeeping cleanup, and tax planning calls.
Every engagement starts with a free Right Fit Call so we can recommend the right package and scope it properly.
Scoped to complexity
Entities, states, and forms affect final pricing
Right Fit Call first
We scope before quoting so recommendations stay accurate
Real estate only
Everything is built specifically for investor tax work