Services
Cornerstone Tax Solutions empowers athletes and investors to achieve lasting financial control through precise tax strategies and comprehensive planning. With over a decade of trusted expertise, we specialize in minimizing liabilities with customized tax preparation, bookkeeping, asset protection, and insurance optimization. Whether you’re navigating your first NIL contract, building a real estate portfolio, or scaling an entrepreneurial vision, our all-in-one approach helps secure your legacy, simplifies compliance, and protects your wealth from unnecessary risks—allowing you to focus on growth without the burden of financial stress.
Why Cornerstone?
Focused Excellence: Top-tier Specialists.
🏈 NIL & Athlete Accounting IRS compliance, contract review, and financial literacy for collegiate earners.
🏘️ Real Estate Tax Strategy: Rental income, 1031 exchanges, and passive gain optimization.
📊 Tax Planning & Advisory: Custom strategies to reduce liabilities and preserve wealth.
✔️ Specialized knowledge in NIL and real estate sectors ✔️ Tailored guidance from veteran experts ✔️ Legal techniques to mitigate tax liabilities ✔️ Open, client-focused methods
Whether you're building momentum in year two or refining legacy operations in year thirty, Cornerstone Tax Solutions equips property managers and real estate investors with scalable financial systems that evolve with your business.
Mobile App Available
Accessible tax management with our user-friendly mobile app, facilitating virtual filing, real-time updates, and document uploads for a convenient and on-the-go experience.
Packages
✅ Cornerstone Service Packages.
- Athlete Enrichment Program
⚽️ Support for aspiring NIL earners & collegiate athletes maximizing earning potential - $2,250
NIL Agreement Assessment & Income Monitoring
Comprehensive Bookkeeping Services
IRS Compliance Guidance & Tax Forecasting
Year-Round Financial Guidance & Resource Planning
Strategic Entity Formation for Cost Savings
Assessment and Handling Fees
- Investor Edge Solution
📈 Growth Suite – $3,500 monthly
Tailored for real estate experts and passive income generators
Optimize your rental revenue
Comprehensive Bookkeeping Services
In-depth budget management and performance analysis
Monthly consultations for tax planning and entity structuring review
Develop bespoke tax-saving strategies to meet financial goals
Strategic 1031 exchanges and managing capital gains
Effective entity structuring for tax efficiency
Prepare for audits and protect your holdings
- 🌟 Premium Bundle 🌟
💼 Elite Service Bundle – $4,000/month
Includes all Growth package features plus:
Detailed fractional CFO oversight
Thorough monthly cash flow assessments and guidance
Adoption of pioneering tax techniques
Design of financial KPIs with regular monitoring
Extended strategic plans for growth, mergers, or transitions
Consultations on trust and estate planning
Insurance-supported strategies for wealth protection
Capital Funding Assistance
Optimal for: Mature companies, organizations with multiple entities, or businesses facing substantial growth or restructuring
- 🔁 Add-On Services (A La Carte):
Comprehensive bookkeeping services starting from $400/month
Individualized tax planning beginning at $350/month
Resolution for IRS and state tax concerns
Review for multi-state compliance adherence
Integration of retirement and benefits plans
Simplify Your Finances.
“Under the Starter Plan this tax season stress-free for me. The teams expertise and efficiency are unmatched.” - Yan Lopez