TAX STRATEGY FOR BUSINESS OWNERS
Explore our full pricing model and next steps below.
STEP ONE
$497, and it comes off whatever you do next. It's the only decision that needs to be made upfront.
What you get
The $497 comes off whatever you do next. Keep going and the Audit costs you nothing.
THE TAX STRATEGY AUDIT
$497
Credited forward
GETTING STARTED
Five steps, and the first four are ours.
RIGHT AWAY
Your agreement, your invoice, and a list of exactly what we need are waiting inside.
DAY 1 TO 3
Your last 1-3 years of returns, and anything the IRS has sent you recently. Our team checks the file against the checklist for your lane and comes back for whatever's missing.
WITHIN 5 BUSINESS DAYS
A written report: what was missed, what it's worth, and what to do about it, ranked. It's yours whether you go further or not.
YOUR SESSION
On a virtual strategy session, together, line by line. Unlimited questions. Full clarity.
FROM THERE
We'll tell you plainly which of the next steps applies: an amendment if there's money to recover, an Intensive if the setup is missing, and a subscription to run it going forward. Your $497 comes off whichever one you pick.
If some of it is missing or a mess, start anyway. That's a normal place to begin.
AFTER THE AUDIT
Next steps, customized for you.
Somebody missed it. We go back and get it.
We rebuild the return from scratch, correct what's wrong, file the amendment, and track it until the IRS pays. That takes them 16 to 20 weeks.
Refund claims close after 3 years, so the window on your older returns is real.
| Amended return | Price |
|---|---|
| Personal amended year: rebuild + Recovery layer | return price + $397 |
| Business amended year, per entity | return price + $497 |
| Your personal amendment alongside a business fix | return price + $397 |
| A return we prepared, our error | Free, always |
| A return we prepared, your new information | $397 |
| Situation | Math | Total |
|---|---|---|
| Agent, single, Schedule C | $697 + $397 + $397 | $1,491 |
| Investor, joint, 2 rentals | $897 + $397 + $397 | $1,691 |
| S-corp year plus your 1040-X | $1,497 + $497, plus $897 + $397 + $397 | $3,685 |
If the recovery doesn't clear about twice the fee, we put that in writing and you keep the strategy anyway. We never take a cut of what comes back.
Starts with the Audit. We don't amend a return we haven't read.
One stretch of work that changes every year after it.
Every one-time setup happens here. Your seat runs the machine. This is where we build it.
Agent
S-corp analysis and election, your salary set and documented, accountable plan, payroll set up, and a first-year blueprint.
Investor
Entity and depreciation strategy, cost segregation coordinated on one property, your short-term rental or REPS plan with the paperwork that defends it, and a 1031 roadmap. Engineering studies, legal documents, and intermediaries are specialists we bring in and manage.
Builder
Entity analysis and move, payroll, job costing set up, an equipment depreciation plan, and a first-year blueprint.
The Audit credit brings this to $2,000. Start a Pro or Premier seat within 30 days after and you get a month's value credited toward it.
A tax firm that actually calls you in July.
Returns, books, payroll, planning sessions, projections, filings, and someone who picks up when you're mid-deal and need an answer.
Three levels, priced by how often we're in it with you.
The Audit finds it. The Amendment fixes it. The Intensive builds it. The Subscription runs it.
THE LEVELS
Every lane has the same three levels. What separates them is cadence, and cadence is what actually changes your outcome.
ONCE A YEAR, DONE RIGHT
Your return prepared properly, your books reviewed at year end, quarterly estimates calculated so nothing catches you in April, and group workshops whenever you want to learn.
Who it's for: You're building. You need the foundation set correctly before it compounds the wrong way.
EVERY QUARTER
Everything in Launch, plus your books kept quarterly, payroll running, both returns handled, and a 1-on-1 with us every 90 days while the year is still moveable. Drafts back in 48 hours.
Who it's for: Who it's for: Your decisions in July cost or save you real money in April. Somebody should be in the room for them.
EVERY MONTH, CFO PACE
Everything in Pro, monthly. Books closed monthly, a strategy call every month, a projection that stays current all year, and unlimited questions with a same-day acknowledgment.
Who it's for: You're running an operation. Staff, entities, or property in motion, and too many moving parts to check in quarterly.
THE SUBSCRIPTION
The Audit tells us which fits, and we'll recommend the best fit with your results.
Commission arrives in waves. Your write-offs live in three different apps. And every few months somebody at a brokerage meeting says “S-corp” like you're supposed to already know.
$1,497/yr
UNDER $100K GROSS COMMISSION INCOME
Built for: Newer and part-time agents, plus mortgage and insurance producers getting their footing on 1099 income.
Clear about $100k net and the S-corp math flips in your favor. That's the Agent Intensive plus Agent Pro.
$3,497/yr
$100K TO $250K GROSS COMMISSION INCOME
Built for: Full-time producers with real commission income and the S-corp already running.
Everything in Agent Launch, plus:
$9,497/yr
$250K TO $500K GROSS COMMISSION INCOME
Built for: Team leads and broker-owners with splits, staff payroll, and brokerage books.
Everything in Agent Pro, plus:
You bought the property. Whether it makes money on paper comes down to how the depreciation got set up, and most preparers set it once and never look again.
$1,997/yr
FIRST 1 TO 3 DOORS, OR UNDER $75K RENTAL REVENUE
Built for: Your first few doors, or your first year hosting. Depreciation set up right before bad basis math compounds for a decade.
At 4 doors, a short-term rental, or a cost segregation opportunity, the Investor Intensive plus Investor Pro pays for itself several times over.
$7,497/yr
4 TO 10 DOORS, ACTIVE STR, OR $75K TO $500K RENTAL REVENUE
Built for: Growing portfolios where one decision in March is worth five figures in April.
Everything in Investor Foundation, plus:
$11,997/yr
10+ DOORS, COMMERCIAL, REPS HOUSEHOLDS, OR $500K+ RENTAL REVENUE
Built for: Real estate as the main engine. Multiple entities, a REPS spouse, and deals in motion.
Everything in Investor Pro, plus:
You know what you billed. Knowing which jobs actually made money is a different question, and the truck you bought in December may or may not have helped.
$1,997/yr
UNDER $100K REVENUE, SOLO TRADES AND NEW PROPERTY-SERVICE BUSINESSES
Built for: Solo trades and new property-service businesses that need clean books and a real return.
Past about $100k, job costing and an S-corp change the whole picture. That's the Builder Intensive plus Builder Pro.
$8,497/yr
$100K TO $500K REVENUE, ESTABLISHED CREWS AND SPECIALTY CONTRACTORS
Built for: Crews or steady subs, and a real need to know which jobs made money.
Everything in Builder Launch, plus:
$14,997/yr
$500K TO $2M REVENUE, MULTI-CREW, MULTI-ENTITY, OR BONDED WORK
Built for: Multiple crews or entities, equipment fleets, work in progress, and bonding or licensing on the line.
Everything in Builder Pro, plus:
Real estate is our specialty, and it's where most of our clients come from. It isn't a requirement. Plenty of our best clients found us through someone in real estate and don't own a single property.
You get priced against whichever lane your business looks like from the inside.
$1,497/yr
Built for: Consultants, coaches, agencies, salons, freelancers, and service businesses under $100k. Same chassis as our agent tier, because the tax mechanics are the same shape.
$3,497/yr
Built for: Service businesses from $100k to $250k with an S-corp running or about to be.
Everything in Business Launch, plus:
$9,497/yr
Built for: $250k and up, with staff, multiple entities, or real complexity.
Everything in Business Pro, plus:
Inventory or equipment heavy? Restaurants, retail, trucking, e-commerce, manufacturing: you map to our contractor tiers instead, at those prices. Own a rental alongside anything else and the property drives the plan, so you map to investor. We'll tell you which one fits.
Every seat is an annual engagement. Monthly is available and runs about 10% more.
ABOVE ALL FOUR LANES
From $17,997 / yr
$1,647/mo
$500K TO $2M+ ACROSS MULTIPLE ENTITIES
For when one package stops covering it. Every entity and every personal return under one roof, monthly consolidated books, and Olivia on the phone. Custom quoted, floor at $17,997.
RUN THE NUMBERS
You've heard about it, but would it actually work for you? Select your annual business income (profit, after expenses) to find out how much you could save.
$140,000
MOVE THE SLIDER TO MATCH YOUR YEAR
FILING STATUS
This runs the math with an owner salary at 40% of your net income, which is a common starting point. Your real number gets set with you, and it has to match what the work is actually worth.
What you'd stop paying
$11,213Agent Intensive $2,497 + Agent Pro $3,497
Year one, net
$5,219Rough federal estimate on 2026 rates. It leaves out QBI, state tax, and the details of your actual situation. Your real number comes out of the Audit.
THE FIRM
Queen Tax Solutions is a virtual tax and strategy firm for the real estate world. We file returns. The bigger part of the job is the eleven months around them.
Olivia Davis founded the firm in 2018 and still runs operations. She's a licensed real estate agent, she came out of corporate construction and property services, and she's building her own portfolio. So when a client says the lender is asking for two years of returns and the write-offs just tanked their debt-to-income, that's a conversation we've had from both sides of the table.
We're a small team on purpose. Four specialists handle books, payroll, and preparation. Olivia owns the strategy, the review, and the relationship.
HOW A RETURN MOVES
01 / 07
We start with a clear engagement letter. You know the scope, the price, and what's expected before anything begins.
YEAR-ROUND
Tax season is not the only time you need us. You get a letter from the IRS. You close a deal and want to know how it changes your plan. You have an idea and want to talk it through before you act.
We read the letter. We look at the numbers. We tell you what to do next, and we handle the response if the situation calls for it. You don't have to figure it out alone.
THE GUARANTEE
"We don't chase the biggest refund. We optimize your entire tax picture: lowering what you legally owe, claiming every credit and deduction you've earned, and handing you a plan for next year. If we don't deliver that, and you're not satisfied with our work and your experience, we'll refund 200% of your preparation fee. Double your money back."
Our client's are our business. If you're experience is ever less than expected, we work to correct it within 48 hours!
THE HONEST ANSWERS
$497. Your last 3 years audited, a written report, a session with us, and a plan you keep either way. It comes off whatever you do next.
Findings in 5 business days · Written Report · Credited forward