Tax preparation & planning for real estate investors

Your rentals,
finally in order.

Rental taxes, a clear plan, and people you know by name. Work with Corben and Tanner from your first call through a video explanation of your return.

Talk through your rentals, your questions, and the next step.

4.8 / 5★★★★★
37 Google reviews ↗
Prep from $650Starting prices ↗
Led by an Enrolled AgentTanner Bellamy · Head Tax Advisor
All 50 states. One remote team.Portal, video review, and electronic signature.

Where we focus

Long-term rentalsShort-term rentalsMultiple states & K-1s

A clear path from hello to filed

Know what
happens next.

You know who handles the work, what we need from you, and what you’re signing.

Most preparers file your return and disappear. We explain it to you on video before you sign, because a return you don’t understand is a return you can’t trust.

01

Meet Corben

Talk through your rentals, entities, and states. Agree on the scope before work begins.

02

Get organized

Complete the intro organizer in the portal, then follow the instructions.

03

We prepare

Tanner leads the preparation. Your team follows up on anything that needs clarification.

04

Understand it

Review a video explanation of your return and get your questions answered.

05

Sign & file

Review and sign electronically, with no office visit needed.

A return you can understand.

Your video review explains the return before you sign. It’s a chance to see how the pieces fit and ask about what matters to you.

After the video review

“Awesome, thanks for the explanation. I just approved/signed the docs.”
— A Bellamy Tax client

What your review covers

  • Your rental income and expenses, in plain English
  • How the pieces of your return fit together
  • Your questions answered before you sign

Choose the support you need

What it costs,
up front.

Preparation, a focused planning session, or an ongoing relationship. Start with a conversation about your situation.

01

Tax preparation

For the return you need filed.

Individual return with one rental. Federal and state, video review, e-sign.

Discuss your return
STARTING AT$650
02

Planning session

For decisions ahead.

About 60 minutes, recorded, with written action items. Discuss entity structure, rental tax questions, and your next steps.

Discuss tax planning
PER SESSION$1,500
03

Partnership

For support throughout the year.

Prep and planning, plus quarterly check-ins and year-round access.

Discuss ongoing support
STARTING AT / YEAR$4,500

Have a specific project? REPS determination, cost segregation coordination ↗, entity restructuring, and second opinions are scoped and quoted separately.

Extra rentals, Schedule C, K-1s, extra states, and S-corp work affect the quote. Prep-only does not include bookkeeping, payroll, amended prior years, extra state returns, or audit representation. Full pricing details ↗

Your team, by name

Two people,
not a ticket queue.

Corben is your first conversation. Tanner leads preparation and planning.

Corben Bellamy

Corben Bellamy

Founder

Your contact for discovery, scope, and the client relationship. Based in Las Vegas, with Long Beach roots.

Tanner Bellamy

Tanner Bellamy

Head Tax Advisor · Enrolled Agent

Leads preparation and planning for rentals, multi-state filings, S-corps, and K-1s.

More about Bellamy Tax ↗

Before your first call

What investors
ask us.

What happens on the intro call?

You meet with Corben for 15 minutes to discuss your rentals, entities, states, and the help you need. The intro call is separate from a planning session.

Can we work together if I’m in another state?

Yes. Bellamy Tax is fully remote and serves all 50 states. You use the portal, review the return on video, and sign electronically.

How is planning different from preparation?

Preparation is the tax return. Planning is a separate session of about 60 minutes, recorded, with written action items for your situation.

Do you work with syndicators and funds?

Yes. Syndicators and funds are welcome alongside individual investors, W-2 earners with rentals, and small business owners.

Your next step

Let’s talk about
your rentals.

Meet Corben. Explain what you own and what you need. Leave knowing the next step.

Book a 15-minute intro

Your intro call comes before any planning session.

Call 562-242-2346Book intro