Inspiration Tax

Inspiration through Understanding

Tax preparation (show on map)

5.0

★★★★★

43 reviews

Tax and bookkeeping services for real estate investors and professionals, specializing in real estate tax matters and operated by an Enrolled Agent.

Call (904) 469-8688

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About

Inspiration Tax is a virtual firm offering tax and bookkeeping services tailored for real estate investors and professionals. Owned and operated by an Enrolled Agent, the firm specializes in nuanced real estate tax treatments and military-related tax issues, providing clear educational insights and strategic tax planning.

Services include bookkeeping clean-up, recurring bookkeeping, entity tax preparation, personal tax preparation, ongoing support, and tax planning, all delivered with a focus on clarity and client understanding.

Specialization in real estate tax matters

Military-related tax expertise

Enrolled Agent (EA) ownership

Certified Real Estate Tax Strategist (CRETS™) credential

Virtual, cloud-based service delivery

Services

Bookkeeping Clean-up

Initial setup and cleanup of financial records, establishing QuickBooks Online, generating balance sheets and profit & loss statements for a specified period.

Initial payment covers up to 10 hours of cleanup time Establish new QuickBooks Online subscription if needed Generate & analyze Balance Sheet and Profit & Loss per specified period Complex books may require additional payments

Recurring Bookkeeping

Ongoing monthly maintenance of financial transactions, reconciliations, and financial reporting.

Billed monthly via ACH Monthly maintenance of transactions, reconciliations, chart of accounts, and adjusting journal entries Generate & analyze Balance Sheet and Profit & Loss on a monthly basis Ongoing support for tax-related questions and outcomes

Entity Tax Preparation

Preparation and filing of federal and state entity tax returns for partnerships and S-Corporations, including 1099 information return filings.

Federal/State entity return filing (Partnerships and S-Corporations) 1099 information return (NEC/MISC) filing as needed Timely K-1 distribution via secure client portal to members/shareholders

Personal Tax Preparation

Preparation of federal and state personal income tax returns, with guidance in identifying reportable tax items and video summaries of draft filings.

Guidance in Identifying Reportable Tax Items Video Summary of Draft Filings Federal/State Income Tax Filings Returning/Military Discounts Applied

On-Going Support

Ongoing tax support including compliance assistance, withholding/estimated payment help, and IRS notice assistance.

All Items from Tax Compliance, plus “Quick Question” Chat Support IRS Notice Assistance Withholding/Estimated Payment Assistance

Tax Planning

Custom tax planning services including semi-annual strategy sessions and proactive tax planning to minimize liabilities.

All Items from On-Going Support, plus Custom Tax Plan Semi-annual Strategy Session Meetings IRS Notice Monitoring and Response

Credentials & Certifications

Enrolled Agent (EA)

Certified Real Estate Tax Strategist (CRETS™)

Member of the Military Tax Experts Alliance

Reviews

Rating

★★★★★

Reviews

"They are incredibly responsive, thorough, and professional."

Frequently Asked Questions

What is the difference between a CPA and an Enrolled Agent? +

Enrolled Agents (EAs) are tax specialists with unlimited representation rights before the IRS, whereas CPAs are accounting generalists. EAs focus specifically on tax matters, making them well-suited for complex real estate and military-related tax issues.

Do I need a CPA for my bookkeeping or tax needs? +

No, you don’t always need a CPA. Inspiration Tax is owned and operated by an Enrolled Agent (EA), who is a tax specialist. EAs often provide more focused expertise for real estate and military-related tax matters compared to CPA generalists.

What is a Certified Real Estate Tax Strategist (CRETS™)? +

CRETS™ is the only Real Estate specific credential available to EAs and CPAs, designating a professional with proven expertise in Real Estate Tax matters and the ability to provide tax strategies and planning tailored to real estate clients.

Are your services available to military personnel? +

Yes, Inspiration Tax is a member of the Military Tax Experts Alliance, providing specialized tax services for military personnel and their families, addressing unique military-related tax matters.

What is the typical pricing range for recurring bookkeeping? +

The base fee for recurring bookkeeping starts at $250 per month, with a typical range of $400–$1,000 per month, depending on the complexity and scope of the services required.

What is included in the on-going support service? +

On-going support includes all items from tax compliance, plus quick question chat support, IRS notice assistance, and withholding/estimated payment assistance, priced at approximately twice the preparation fee.