Choose the Level of Support That Fits Your Next Decision
Some investors need education. Some need clean books. Others need ongoing tax planning or coordination across multiple advisors. Start with the Landmark Wealth Assessment if you are not sure where the gap is.
2026 Year-Round Tax Planning Packages
Program Begins May 1, 2026
Monthly
Beginner Plan — $5,000
For new investors and single business owners
/ monthly
- 4 hours of Advisory Calls Per Year (value: $4,000)
- Tax Projection Before Year-End (value: $2,500)
- Review of Prior 2 Years’ Returns (value: $1,500)
- Recorded Monthly Q&A + Resources
- AI Notes & Recordings of Every Call
- Guaranteed 200% ROI or You Don’t Pay
- Total Value: $8,000+
- Your Investment: $5,000
Advanced Plan — $10,000
For scaling investors and high-income business owners
/ monthly
- 8 hours of Advisory Calls Per Year (value: $8,000)
- Comprehensive Strategic Tax Plan (value: $5,000)
- Tax Projection Before Year-End (value: $2,500)
- Review of Prior 3 Years’ Returns (value: $2,000)
- AI Notes & Recordings of Every Call
- Work Directly with CPA Ted Lanzaro
- Monthly Q & A and Resources
- Guaranteed 300% ROI or You Don’t Pay
- Total Value: $17,500+
- Your Investment: $10,000
Legacy Plan — $15,000
For entrepreneurs building generational wealth
/ monthly
- Unlimited Advisory Calls (value: $15,000+)
- Multi-Year Strategic Tax Plan (value: $7,500)
- Priority Tax Preparation & Entity Structuring
- Review of Prior 3 Years’ Returns (value: $2,500)
- Recorded Monthly Q&A + Resources
- Work Exclusively with CPA Ted Lanzaro
- AI Notes & Recordings of Every Call
- Guaranteed 300% ROI or You Don’t Pay
- Total Value: $25,000+
- Your Investment: $15,000
A La Carte & Hourly Advisory
For investors who just need fast, expert answers.
/ monthly
- Entity Structure & Setup
- Real Estate Professional Status Advisory
- Short-Term Rental Qualification Strategy
- One-on-One Advisory Calls
- AI Notes & Recordings of Every Call
- Monthly Q & A and Resources
- Money Back Guarantee if you don’t leave with clear, actionable strategies
- Your Investment: $800/hr
Personal Tax Preparation
Everything you need to file with confidence—plus strategies that save you more.
What You Get:
- Up Front Fee Quote (no surprises)
- Federal and State Return Preparation
- Optimization Review by CPA Ted Lanzaro
- Estimated Tax Payment Calculations
- Audit Protection and IRS/State Representation
- Monthly Group Q and A + Investor Resources
Your Investment: Custom Fee (quoted upfront)
Peace of Mind Guarantee: We will optimize your personal income taxes and provide you with guaranteed audit protection and notice response for one fixed annual fee.
Business Tax Preparation
Compliance + strategy = less tax, more profit.
What You Get:
- Up Front Fee Quote (no hidden costs)
- Federal and State Business Return Preparation
- Optimization Review by CPA Ted Lanzaro
- Estimated Tax Payment Calculations
- Audit Protection and IRS/State Representation
- Monthly Group Q and A + Investor Resources
Your Investment: Custom Fee (quoted upfront)
Peace of Mind Guarantee: We will optimize your personal income taxes and provide you with guaranteed audit protection and notice response for one fixed annual fee.
Stop overpaying the IRS. Start compounding your wealth.
Client Testimonials
Thanks for saving me loads of money every year Ted!
Congrats on a great year and excited to see what's in the works! We appreciate all your guidance so far and look forward to continuing to grow as your client!
Congratulations Ted on your long tenured success. For years, we have enjoyed your simple, straight talk and support from you and your team. Looking forward to your new book as well. Cheers to another year!
Ted Lanzaro with Landmark CPA Group is the Best! His company saves us thousands of dollars in taxes and is the best for long-term strategic planing.
Have been working with Ted for the last 3 years and he has done an excellent job with my expenses and tax filing of my Real Estate Investing Company. I recommend him to anyone.
His materials for landlords and real estate investors are both insightful and innovative.