Tax Planning Packages for Real Estate Investors, Entrepreneurs & High-Income Earners
I’ve worked with other CPAs before, but no one’s taken this level of interest in my real estate investments. Straight Talk CPAs gave me strategies I never knew existed—and I’m already saving thousands.
Jonathan M.,
Real Estate Investor
You're Not Just Filing Taxes. You're Taking Control of Your Financial Legacy
If you're a high-income W-2 earner, real estate investor, or entrepreneur with growing income, you've already outgrown basic tax prep.
You’ve worked hard to build your income—but you still feel like you’re overpaying and not getting the strategic advice you deserve.
You want strategy. You want clarity. You want a team that sees the full picture.
At Straight Talk CPAs, we don’t just prepare returns—we help you take command of your financial future.
Picture This…
- You’re no longer handing Uncle Sam more than you legally owe.
- Your income is structured. Your deductions are maximized.
- Your CPA team is proactively uncovering strategies to keep your money working for you—not the government.
This isn’t just tax planning. It’s reclaiming control—with a plan built around your income, your goals, and your growth.
This Is More Than Compliance. It’s Strategic Wealth Positioning
Our work isn’t just about filing forms or hitting deadlines. It’s about building leverage.

We help you reduce your tax burden, maximize your investment opportunities, and make smarter financial decisions—with expert strategy and support at every turn.
Compare Our Flat-Fee Tax Planning Packages
Essential
Best for: Up to $150K Income
Key Features:
Tax Strategy Sessions: 1/year
Priority Decision Support*: 2x/year
Question Turnaround : 5 Business days
Personal Tax Return Included
Entity Optimization & Structuring
Real Estate-Specific Tax Strategies
Custom Tax Savings Report
Quarterly Estimated Tax Planning
Retirement & Wealth Strategies
Quarterly Profit Masterclass
Audit-Proof Guidance
Secure Client Portal (via TaxDome)
Quarterly "Profit & Growth" Masterclass
Coordination with Attorney / Advisor
Annual Payment Option:
$2,800 (Get 2 months free!)
Weekly Payment Option:
$65/week
Tax Prepayment (if starting March–Dec):
March – June: $500
July – Sept: $750
Oct – Dec: $1,000
FAST ACTION BONUS: Free LLC Formation
Strategic
Best for: $150K–$500K Income
Key Features:
Tax Strategy Sessions: 2/year
Priority Decision Support*: 4x/year
Question Turnaround : 3 Business days
Personal Tax Return Included
Entity Optimization & Structuring
Real Estate-Specific Tax Strategies
Custom Tax Savings Report
Quarterly Estimated Tax Planning
Retirement & Wealth Strategies
Quarterly Profit Masterclass
Audit-Proof Guidance
Secure Client Portal (via TaxDome)
Quarterly "Profit & Growth" Masterclass
Coordination with Attorney / Advisor
Multi-State
S Corp Salary Strategy (if applicable)
Annual Mid-Year Financial Review
Annual Payment Option:
$4,800 (Get 2 months free!)
Weekly Payment Option:
$109/week
Tax Prepayment (if starting March–Dec):
March – June: $750
July – Sept: $1,250
Oct – Dec: $1,600
FAST ACTION BONUS: Free LLC Formation
Advanced
Best for: Over $500K
Key Features:
Tax Strategy Sessions: 4/year
Priority Decision Support*: 8x/year
Question Turnaround : 72 Hours Guarantee
Personal Tax Return Included
Entity Optimization & Structuring
Real Estate-Specific Tax Strategies
Custom Tax Savings Report
Quarterly Estimated Tax Planning
Retirement & Wealth Strategies
Quarterly Profit Masterclass
Audit-Proof Guidance
Secure Client Portal (via TaxDome)
Quarterly "Profit & Growth" Masterclass
Coordination with Attorney / Advisor
Multi-State
S Corp Salary Strategy (if applicable)
Quarterly Strategic Check-ins
Complex Tax Support
Business Tax Return Included
Annual Payment Option:
$10,000 (Get 2 months free!)
Weekly Payment Option:
$227/week
Tax Prepayment (if starting March–Dec):
March – June: $1,500
July – Sept: $2,000
Oct – Dec: $2,500
FAST ACTION BONUS: Free LLC Formation
*Includes financial and tax guidance on real estate deals, stock options, debt restructuring, entity decisions, and more — with expert input within 72 hours.
**The tax prepayment covers your 2025 personal tax return preparation.
Which Package Is Right For You?
Essential
- You’re new to tax planning
- You have income of up to $150,000
- You have W-2 income and 1–2 properties or side income
- You want to avoid IRS surprises and start optimizing legally
- You want clarity, structure, and control over your taxes
Strategic
- You have multiple income streams (e.g. W-2 + rental + LLC)
- You have income of $150,000 to $500,000
- You want to leverage tax law to build wealth faster
- You’re expanding into multiple states or scaling your investments
- You want a CPA who sees your full financial picture
Advanced
- You have complex income, multiple entities, or high 6–7 figure income
- You have income over $500,000
- You want to lead with data, not just deductions
- You’ve outgrown basic CPAs and want strategic tax leadership
- You need consistent support to evaluate big financial decisions
Salim Omar, CPA - Founder and CEO
Salim Omar, CPA, is the visionary CEO behind Straight Talk CPAs. With over 28 years of experience, Salim is dedicated to helping clients reduce taxes, grow wealth, and gain financial clarity.
He holds a Master’s Degree in Accounting, is a Certified Public Accountant, and is the author of Straight Talk About Small Business Success. His expert insights have been featured in national publications like Accounting Today and The CPA Journal.
Salim and his team bring real-world expertise and tax-saving precision to clients looking to grow their wealth—not just file their taxes.
He is also an active real estate investor—giving him a unique understanding of both the strategic and practical sides of tax planning for investors and high earners.
The Straight Talk Satisfaction Guarantee
If after your first strategy session, you don’t feel this is the best decision you’ve made for your finances, you can cancel—no questions asked.
That’s how confident we are in the value of our tax planning services.
Salim Omar, CPA
Fast-Action Bonus
(Worth $500+ in Savings)
Free LLC Formation
Sign up within 72 hours of your strategy call, and we’ll form one LLC for you — anytime within the next 12 months.
We handle the paperwork. You just pay the state fee.
What Our Clients Say
Their advice helped me restructure my income streams, set up my S Corp, and cut my tax bill by more than 40%. If you’re serious about building wealth, they’re the team to have in your corner.
Amira R., Consultant & Rental Owner
I signed up for the tax planning package thinking I’d just get help with deductions. What I got instead was a real tax strategy. The value blew me away.
David P., W-2 Earner + Airbnb Host, NY
Ready for Less Tax & More Control?
