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Holistic Tax is Vestora’s flagship tax and advisory service, designed for landlords, investors, and operators who want a fully integrated, year-round tax strategy across both personal and business finances. It builds on Ledger Pro to provide proactive planning, hands-on filing, and deeper portfolio-level insights to maximize returns and minimize tax liability.
What’s Included
Everything in Ledger Pro: Full access to bookkeeping, advisory, and portfolio insights
Personal Tax Filing with Schedule E Optimization: Accurate filing with strategies tailored to rental income and real estate holdings
Year-Round Tax Planning & Strategy: Ongoing guidance to proactively reduce liabilities and optimize financial decisions
Property-Level Forecasting & Analysis: Advanced insights through the Vestora portfolio application to inform growth and performance
Business Tax Filings at a Discounted Rate: Reduced pricing on entity and business tax filings as your portfolio scales
Pricing
Holistic Tax is a monthly subscription with pricing based on your portfolio size and complexity. Contact our team for a custom quote tailored to your needs.
Why Choose Holistic Tax?
✅ Fully integrated personal + business tax strategy
✅ Proactive, year-round planning—not just annual filing
✅ Optimized real estate tax treatment (Schedule E focus)
✅ Advanced portfolio-level insights and forecasting
✅ Dedicated advisory support for complex investment decisions
Holistic Tax is Vestora’s flagship tax and advisory service, designed for landlords, investors, and operators who want a fully integrated, year-round tax strategy across both personal and business finances. It builds on Ledger Pro to provide proactive planning, hands-on filing, and deeper portfolio-level insights to maximize returns and minimize tax liability.
What’s Included
Everything in Ledger Pro: Full access to bookkeeping, advisory, and portfolio insights
Personal Tax Filing with Schedule E Optimization: Accurate filing with strategies tailored to rental income and real estate holdings
Year-Round Tax Planning & Strategy: Ongoing guidance to proactively reduce liabilities and optimize financial decisions
Property-Level Forecasting & Analysis: Advanced insights through the Vestora portfolio application to inform growth and performance
Business Tax Filings at a Discounted Rate: Reduced pricing on entity and business tax filings as your portfolio scales
Pricing
Holistic Tax is a monthly subscription with pricing based on your portfolio size and complexity. Contact our team for a custom quote tailored to your needs.
Why Choose Holistic Tax?
✅ Fully integrated personal + business tax strategy
✅ Proactive, year-round planning—not just annual filing
✅ Optimized real estate tax treatment (Schedule E focus)
✅ Advanced portfolio-level insights and forecasting
✅ Dedicated advisory support for complex investment decisions