Transparent Pricing

Services & Pricing

Three tiers designed to match where you are in your STR journey — from your first property to a full portfolio.

Three service tiers designed for STR investors and small businesses — covering bookkeeping, tax preparation, and strategic advisory. Each tier is named after an outdoor milestone, because every stage of growth deserves the right guide.

Not sure which tier is right for you? Book a free 30-minute discovery call and we’ll recommend the best fit based on your situation.

Service Tiers

Choose Your Level of Support

All tiers include direct access to Harris Felton, CPA — no junior associates, no runaround.

Tier 1

⛰ Basecamp

The essential foundation — accurate books, clean filings, and a solid compliance posture. Ideal for new STR operators and small businesses getting started.

Contact us for pricing
  • Federal & state individual tax return (Form 1040)
  • Schedule E rental income & expense reporting
  • Basic STR income classification review
  • Annual depreciation schedule setup
  • Quarterly estimated tax payment calculations
  • Email & portal communication
  • Annual tax planning summary
  • Monthly bookkeeping review
  • QBO account management
Get Started

Ideal for: Single-property operators just getting started.

Tier 3

🌈 Expedition

Year-round CFO-level partnership for serious portfolio builders and growing businesses. Everything managed, nothing missed.

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  • Everything in Summit
  • Full cost segregation study coordination (up to 2 properties)
  • Multi-entity tax planning & returns
  • Acquisition tax impact analysis
  • 1031 exchange guidance & planning
  • Quarterly in-depth advisory calls
  • IRS audit support & correspondence
  • Unlimited email & phone access
  • CFO-level financial insights & reporting
  • Year-end tax projections & strategy reviews
Get Started

Ideal for: Portfolio operators, glamping businesses, and hospitality entrepreneurs scaling fast.

Custom engagements available. Own more than 5 properties, operate a glamping resort, or need a standalone cost segregation study? Contact us for a custom quote tailored to your situation.
At a Glance

What’s Included in Each Tier

Feature Basecamp Summit Expedition
Federal & State Tax Return ✓ ✓ ✓
STR Loophole Strategy ― ✓ ✓
Cost Segregation Analysis ― ✓ ✓
Bonus Depreciation Planning ― ✓ ✓
Entity Structuring ― ✓ ✓
Multi-Entity Returns ― ― ✓
Quarterly Advisory Calls ― 2× / year 4× / year
IRS Audit Support ― ― ✓
1031 Exchange Planning ― ― ✓
Common Questions

Frequently Asked Questions

Yes — the majority of our clients are located outside of Arkansas. We serve STR operators nationwide via secure video calls, our client portal, and email. Your geographic location does not affect the quality or scope of our services.
All packages are a starting point. After your free discovery call, we’ll customize the scope to match your property count, entity structure, and goals. You’ll receive a fixed-fee proposal before any work begins.
Qualification depends on your average guest stay length (typically 7 days or fewer), your level of material participation in the business, and your income level. We assess this during your initial strategy session and document everything properly to support your position with the IRS.
A cost segregation study is an engineering-based analysis that reclassifies components of your property (flooring, fixtures, landscaping, certain equipment) into shorter depreciation schedules — typically 5, 7, or 15 years instead of 27.5 or 39. Combined with bonus depreciation, this can generate large paper losses in the year you purchase a property. It’s most valuable for properties purchased or improved for $300,000 or more.
Yes — bookkeeping is a core part of what we do. We manage your books monthly through QuickBooks Online, keeping your accounts reconciled and your financials accurate year-round. Bookkeeping is included in our Summit and Expedition tiers and available as an add-on for Basecamp clients.
Absolutely. While STR and real estate investors are our deepest specialty, we serve small businesses and individuals across all industries. If you need a proactive CPA who handles bookkeeping, tax preparation, and strategic planning — we’d love to talk.
Small Businesses Welcome

Not an STR Operator?

Forte Financial Group serves small businesses and individuals across all industries. Whether you need monthly bookkeeping, annual tax preparation, or year-round advisory — we bring the same attention and expertise to every client.

Book a call and let’s talk about what you need.

Book a Free Consultation
Book Your Consultation

Not Sure Which Tier Is Right for You?

Book a free 30-minute discovery call. We’ll review your portfolio and recommend the right level of support — no commitment required.

Book a Free Consultation