Built for real estate investors & agents

Walk into your CPA meeting completely prepared

Answer 4 questions. Get a personalized document checklist — organized by quarter — and a professional cover page for every real estate business you own.

Free to start  ·  No account required  ·  Takes under 2 minutes  ·  Quarterly tracking built in
Q2 tracking — 3 entities
Rental portfolio + Agent + Lender
Quarterly deadlines  ·  Notes per item  ·  CPA cover page
Q2 items — due June 15
Q2 estimated tax payment
Rent rolls — April & May
Repair receipts — Q2
Commission ledger update
18 of 52 items gathered35%
Why TaxReady RE
Everything a real estate investor or agent needs to walk into tax season prepared
Built for investors & agents
Items are organized by Q1–Q4 so you know exactly what to gather each quarter. Deadline reminders for estimated taxes, 1099 filings, and more appear automatically.
Notes on every item
Log where each document is saved, who sent it, or any details your CPA needs to know. Date-stamped when you mark it gathered so you have a full audit trail.
Professional CPA cover page
Auto-generates a summary showing your business profile, completion status per entity, and outstanding items — ready to include with your year-end document packet.
What investors are saying
Built by a real estate investor, for real estate investors
"The quarterly view changed everything. Instead of a year-end scramble I now spend 15 minutes per quarter staying current. My CPA couldn't believe it."
SL
Sarah L.
Agent + 6-unit landlord, Phoenix AZ
"The estimated tax deadline reminders alone saved me from a penalty. I had no idea Q2 estimates were due June 15 for my flip income."
MT
Marcus T.
Investor + private lender, Austin TX
"I send this to all my real estate investor clients. They show up organized, I spend less time chasing documents, and we actually focus on strategy."
JR
Jennifer R., CPA
Real estate tax specialist, Denver CO
Pricing
Simple, honest pricing
Free
$0
Full checklist generation, one session. No account needed.
  • Full 5-step quiz
  • Unlimited entities per session
  • Quarterly view + deadline reminders
  • Notes on every item
  • CPA cover page
  • Print / PDF export
Most popular
Pro
$12 / month
Everything in Free, plus saved progress, multi-year history, and CPA email delivery.
  • Everything in Free
  • Account + saved checklists
  • Notes persist across sessions
  • Multi-year history
  • Email checklist + cover page to CPA
  • Duplicate prior year setup
  • Checklist updates as laws change
CPA Firm
CPA Pro
$149 / month
Purpose-built for CPA firms managing real estate investor clients at scale.
  • Everything in Pro
  • Unlimited client accounts
  • CPA dashboard — all clients in one view
  • White-label branding — your firm on every cover page
  • Send checklists to clients directly
  • Real-time client progress alerts
  • Bulk year-end reminder emails
  • Internal CPA notes per client
For CPA firms
Your clients show up prepared.
Every time.

A CPA billing $200/hour who saves one hour of prep time across 50 real estate investor clients recovers $10,000 in billable time annually. TaxReady RE CPA Pro costs $1,788/year. The math is easy.

How it works for your firm
1
Set up your firm
Upload your logo and firm name. Takes 2 minutes. Your branding is now on everything your clients see.
2
Add your clients
Enter each client's email. They get an invite to create their account — linked to your firm automatically.
3
Clients gather documents
Clients run the quiz and check off items on their own time. They see your brand — not TaxReady RE.
4
You see everything
Your dashboard shows every client's progress in real time. Get alerted when they're done. No more chasing.
What your firm gets
CPA dashboard — all clients in one view
See every client's name, entity count, progress percentage, and last active date. Know who's ready before they call you.
White-label branding — your firm, not ours
Your logo and firm name appear on every checklist, every cover page, and every email your clients receive. They experience your brand.
Bulk year-end reminders — one click
Select all clients and send a personalized year-end reminder email to everyone at once. Each email links directly to that client's checklist.
Private CPA notes per client
Add internal notes to any client file — visible only to your firm. Track questions, flag issues, carry context from year to year.
Client completion report — exportable
Export a summary of all clients showing completion percentage and outstanding items. Use it to prioritize follow-up before filing deadlines.
What your client sees
app.reynoldscpa.com/checklist
RC
Reynolds CPA Group
Tax Year 2025
Reynolds CPA Group
Hi Errin — your 2025 tax checklist is ready
Prepared by your CPA team · 3 entities · 47 items to gather
Overall progress
22 / 47 gathered
RP
Oak Street Properties LLC
Rental portfolio — Schedule E
14/14
RE
Ford Realty LLC
Brokerage — Schedule C
6/14
PL
Sapphire Capital LLC
Private lending — Schedule B
2/19
Powered by Reynolds CPA Group  ·  Tax Year 2025
Your client sees your firm name, your branding, and your logo throughout — TaxReady RE is invisible to them.
Ready to stop chasing documents?
Unlimited clients. Your branding. $149/month. Early access pricing available for the first 20 firms.

Stay organized all year long

Takes 2 minutes to set up. Free to start — no account required.