Proactive Tax Strategy for Real Estate Professionals & Entrepreneurs

Minimize taxes, maximize cash flow, and make smarter decisions with a year-round plan, not a once-a-year scramble.

The Core Offers

Tax Strategy Sessions

$1,250 flat fee

A deep-dive, one-time engagement to find opportunities and map your next 90 days towards your goals.

Includes:

  • Pre-work intake + document review

  • Tax projection & “missed deductions” sweep

  • Entity & compensation structure review (incl. S Corp feasibility

  • 90-day tax action plan with due dates

  • Full review meeting + Q&A

Perfect for: new clients, major life/business changes, or a second opinion.

*Eligible for our tax preparation service upon completion.

BOOK YOUR SESSION

12-Month Tax Strategy Engagement

From $500/month (tax prep included)

Our year-round partnership designed to keep your strategy active, compliant, and optimized every quarter.

Includes:

  • Quarterly strategy meetings + updated tax plans

  • Monthly action items and accountability check-ins

  • Annual tax preparation (individual + business)

  • Estimated tax payment planning

  • Multi-entity + real estate integration including
    1031 & 721 exchange insights

  • Priority client access and secure portal

*We only prepare taxes for clients who have completed a Strategy Session or are enrolled in a Strategy Engagement.

Apply for YOUR Engagement

Comprehensive Tax Strategy Blueprint

$5,000+

A full-scope, custom-built plan for business owners and real estate professionals with multiple entities or complex portfolios.

Includes:

  • Multi-entity, multi-year tax projections

  • Real estate and cost segregation integration (discount on cost segregation studies)

  • Entity restructuring and ownership planning

  • Compensation, payroll, and accountable plan design

  • Implementation roadmap and support

  • Collaboration with attorneys, bookkeepers, and advisors

Think of this as your master tax playbook. An all-inclusive, customized plan for advanced situations.

BOOK YOUR DISCOVERY CALL

Tax Preparation
(For Strategy Clients Only)

Included with Engagements or available post-Session as an add-on service

We prepare returns only when they’re part of a proactive strategy, not as one-off or standalone filings.

Includes:

  • Federal + state returns (individual, partnership, S- Corp, etc.)

  • Multi-entity coordination and reconciliations

  • E-filing and secure delivery

  • Elections and compliance aligned with your plan.

No stand-alone tax prep. Strategy first, filing second.

Learn about our Strategy Options

Accelerator Services

Cost Segregation Studies

Accelerate depreciation. Increase cash flow.

Includes:

  • Review of property details, purchase date, and improvements

  • Identification of assets eligible for shorter depreciation lives (5, 7, 15 years)

  • Calculation of accelerated depreciation and bonus depreciation impacts

  • Deliverable summary with supporting documentation for your CPA or tax return

  • Collaboration with engineering partners as needed for complex projects.

Ideal for: Real estate investors, business owners with commercial property, or short-term rental owners looking to maximize after-tax cash flow.

Pricing: $2,500+

Request a Cost Seg Review

S-Corp Setup and Compensation Plans

Pay yourself smarter and save thousands in taxes.

Includes:

  • Entity formation or late-election filing

  • Reasonable compensation analysis

  • Accountable plan + payroll guidance

  • Step-by-step implementation checklist

Ideal for: Business owners earning $60K+ in net income looking to reduce self-employment tax.

Pricing: Flat-fee package

Start Your S-Corp Setup

Real Estate & Business Structure Review

Align your entities, investments, and business for maximum tax efficiency.

Includes:

  • Entity map and ownership review

  • Real estate activity and grouping election analysis

  • Business overview and tax optimization

  • Restructure or reclassification recommendations

  • Final optimization memo with actionable next steps


Ideal for: Real estate investors and business owners with multiple entities or properties.

Pricing: $2,000+

Begin Your Optimization Review

Our Story

J Smith & Company was founded in 2022 by Jared Smith with a vision for a new standard in tax and accounting services—one with clients at the center. Built on a foundation of expertise, trust, and excellence, the team delivers personalized tax strategies, proactive planning, and expert insights designed to empower clients and drive their lasting success. At J Smith & Company, we are more than your accountants. We are your dedicated partners in the journey toward achieving your goals with clarity and confidence.

meet our team

Frequently Asked Questions

  • We mainly serve businesses and their owners, helping them strategize and maximize their opportunities.

  • Yes, we have specialty expertise when it comes to real estate tax strategy helping clients maximize real estate specific items such as depreciation acceleration, 1031 & 721 exchanges, and cost segregation.

  • Yes, we're a fully remote capable firm and can work with clients across the country.

  • Yes, however only for clients that work with us in a strategy capacity. We believe tax preparation is the result of quality strategy work and push our clients to follow this mindset.

  • We offer both! We can work on a one-time project or provide ongoing support, depending on what works best for you.

  • Yes, absolutely! Our team has expertise in helping clients get back on track and setting up systems for future success.

  • We use encrypted software, secure file-sharing platforms, and follow strict confidentiality protocols to safeguard your information.

Get Started.

Discover how we can support your financial goals.

Schedule A Call