Property tax & structure · Initial Review · $1,650
A focused review of the property, tax and ownership questions in front of you, for buyers and existing owners.
The $1,650 Initial Review includes a consultation and your property strategy roadmap. We confirm fit, information required and the engagement scope before work begins.
Relevant income, properties, commitments and ownership arrangements.
A purchase, portfolio question, possible sale or restructure.
The issues to resolve and information still needed.
A practical record of the next steps and any further work identified.
Detailed modelling, a full strategy plan and implementation are separate engagements where required. Further scope and fees are agreed before proceeding.
Read the review scope →Have a property proposal you want checked? Explore the second-opinion service →
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