Real Estate Accounting & Tax Services
Specialized accounting, tax preparation, and CFO advisory services for real estate operators: brokerages, syndications, holding companies, property management, and short-term rental portfolios.
Why real estate businesses need accounting built for them.
Real estate businesses face accounting and tax challenges that generalist firms routinely get wrong: cost-segregation depreciation, 1031 exchange recordkeeping, passive activity loss limitations, partnership K-1 complexity, multi-entity structures, and state-level transfer-tax filings that vary by jurisdiction. Errors in any of these areas can cost an investor or operator six figures over the life of a property.
What we deliver for real estate clients.
Every engagement combines our core accounting practice with the industry-specific knowledge real estate businesses need.
Bookkeeping for Real Estate
Property-level books with proper allocation of operating expenses, capital improvements, and depreciation against each asset.
Tax Preparation
Federal and state returns for the operating entity, holding companies, and pass-through K-1 generation.
Tax Planning
Year-round planning for depreciation strategy, gain harvesting, and entity-level elections.
Fractional CFO
Quarterly review of portfolio cash flow, refinancing analysis, and acquisition modeling support.
Payroll
Payroll for property-management staff with proper allocation across property-level books.
IRS Resolution
Representation for real estate audits including basis examinations, depreciation challenges, and PAL disputes.
Practice depth, documented standards, accountable people.
We hold ourselves to documented editorial standards, a published client success methodology, and the compliance posture appropriate to a U.S. professional accounting firm. Specifically for real estate engagements:
- Cost segregation studies coordinated with engineering partners to accelerate depreciation legally
- 1031 like-kind exchange documentation and basis tracking across multiple property generations
- Multi-entity structures: holdco, opco, property-level LLCs, and proper intercompany accounting
- Partnership K-1 preparation for syndication investors with accurate basis schedules
- Real estate professional status determination and passive activity loss planning
- Short-term rental (Schedule E vs Schedule C) classification and self-employment tax planning
- Multi-state filings for owners with properties across state lines
We are not a CPA firm. For engagements requiring CPA attestation, we coordinate with our licensed CPA partner network. We do not exaggerate credentials, and the named team on your engagement is the team that performs the work.
FAQ for real estate clients
Do you work with single-property owners or only large portfolios?
Both. Engagements start at the level appropriate to your portfolio. Single-property owners typically engage for tax preparation and planning; larger portfolios add monthly bookkeeping and (often) fractional CFO.
Can you handle 1031 exchanges?
We handle the accounting and tax reporting side of 1031 exchanges, including basis carryover and Form 8824. Qualified intermediary services come from a separate QI partner, which we coordinate with.
What about cost segregation studies?
We do not perform engineering-based cost segregation studies in-house. We coordinate with engineering firms that do, and we handle all downstream tax reporting and depreciation recordkeeping.
Do you serve passive investors in syndications?
We prepare investor K-1s for syndication entities we engage with as our client, and we can review K-1s you receive from other syndications as a tax-planning exercise.
Three steps from here to a working engagement.
Generate a quote
Eight questions, 90 seconds, a locked final monthly price scaled to your specific real estate profile.
Discovery call
A 20-minute call to confirm the scope, meet your account lead, and align on the engagement details.
Onboard in 2 to 6 weeks
We rebuild your books to a clean baseline and run our first monthly close in parallel before fully taking over.