Stay current, organized, and ready for better decisions. Compliance Core brings essential tax filing, monthly bookkeeping, reliable financial reporting, and practical advisor access into one dependable foundation for a lower-complexity real estate business.

Built to give you:

One annual federal business return and one Form 1040 when included in your confirmed scope
The applicable Texas Franchise Tax Public Information Report
A limited annual S-Corporation compliance check, including Form 2553 when its stated conditions are met
Up to 10 Forms 1099-NEC per calendar year
Monthly cash- or modified-cash-basis bookkeeping for up to 100 transactions and two bank or credit-card accounts
A monthly Profit and Loss Statement and Balance Sheet targeted by the 10th business day after timely receipt of records
An annual financial review, four scheduled advisor calls per year, and email support generally within 48 to 72 business hours

A strong fit for: Current, reliable businesses that want the essentials handled consistently without building an in-house finance function. Your signed agreement and confirmed onboarding profile keep the service aligned to your entities, accounts, jurisdictions, and operating profile.

Investment: $500 billed automatically every 28 days. Enrollment includes a 12-month initial commitment, with the $500 onboarding fee waived at signing. Early termination makes the waived fee due by separate invoice and requires 30 days' written notice; the current billing period remains due and is not prorated.

Additional 1099s are $25 each. Higher transaction or account volume can be added at $50 per additional block of 50 transactions or $50 per additional account per month. Cleanup, payroll, notice assistance, forecasting, budgeting, KPI strategy, additional entities, and non-Texas or multi-state filings can be quoted separately when appropriate.