EXPERT ACCOUNTING SERVICES FOR REAL ESTATE BUSINESSES
Power Your Real Estate Portfolio With Bookkeeping for Owner-Operators
Financial Solutions
for Real Estate Owners
Real estate is a dynamic, fast-moving industry shaped by shifting interest rates, evolving tax rules, complex deal structures, and constant market cycles. Success depends on more than finding the right property—it requires disciplined financial management, smart capitalization, rigorous compliance, and clear visibility into cash flow and returns across acquisitions, development, operations, and dispositions.
We help investors, developers, owners, and operators turn complexity into clarity. From entity structuring and multi-state compliance to cost segregation, depreciation strategies, and portfolio reporting, we deliver the financial insight and tax planning support you need to protect margins, improve after-tax returns, and scale with confidence.
Solutions to Your Biggest Painpoints
1031 exchange challenges
The Problem
Missing deadlines or mishandling funds can invalidate the exchange and create a large, avoidable tax bill.
Our Solution
We coordinate with your QI and track deadlines, basis, funds handeling and closing statements so your 1031 stays compliant end-to-end.
Tax Structuring & Compliance
The Problem
Airbnb/STR income can trigger different tax rules, including self-employment tax and local lodging requirements. Holding property in the wrong entity can increase tax costs and create liability gaps.
Our Solution
We review your average stay rules, ensure proper reporting, and structure your records to capture STR-specific deductions. We evaluate entity structures, financing constraints, and your long-term plan to align tax efficiency with risk management.
Messy Bookkeeping
The Problem
Recognizing revenue incorrectly and misclassifying improvements as repairs can trigger IRS issues. Rent roll data, property management software, bank feeds, and receipts often don’t sync cleanly.
Our Solution
We integrate your PMS (AppFolio/Buildium/etc.) with accounting tools, automate reconciliations, and set up dashboards so your books are accurate and decisions are data-driven.
Passive Loss
The Problem
Passive loss rules are limiting your tax benefits. Rental losses may be suspended due to passive activity limits, even when you have large expenses or interest.
Our Solution
We plan around passive loss rules, evaluate real estate professional status where applicable, analyze your STR facts and structure reporting to maximize usable deductions.
Basis and closing costs
The Problem
Incorrect basis leads to overpaid taxes on sale and poor depreciation calculations during ownership.
Our Solution
We review settlement statements, allocate costs correctly, and maintain basis schedules so depreciation and gain reporting are accurate.
Deliver Confidence
and Support to the Real Estate Industry
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We provide custom tax planning, entity structuring, and multi-state compliance strategies, ensuring you minimize liabilities and optimize deductions.
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We implement cash flow forecasting, vendor payment strategies, and revenue cycle optimization, ensuring consistent liquidity and financial stability.
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Strategic financial oversight is essential for attracting investors, securing funding, and managing cash flow efficiently.
Our outsourced CFO services include financial forecasting, investor-ready financials, and scalable budgeting plans, helping your business stay competitive in a fast-growing industry.
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Without proper financial oversight, businesses risk untracked expenses, revenue leakage, and compliance risks.
We CPAs offer controller services that establish internal financial controls, cost analysis, and risk management, ensuring smooth financial operations.
