Real Estate Accounting & Tax Strategy Built for Long-Term Value

Real estate investors often need tax planning around entity structure, depreciation, passive activity rules, transaction timing, financing, and exit strategy. The right combination depends on your portfolio size, ownership structure, and long-term goals. A real estate CPA helps you understand how each decision impacts after-tax returns and cash flow across the full holding period.

Yes. We support clients with multiple entities, properties, partnerships, and reporting structures. Consolidated reporting across entities is often where real estate operators get the most clarity on actual portfolio performance, capital allocation decisions, and after-tax cash flow.

Yes. We help improve financial reporting for investors, lenders, partners, and internal decision-making. This includes K-1 preparation, capital account tracking, distribution waterfalls, and reporting that satisfies institutional and accredited investor expectations.

Yes. We can help evaluate tax and financial considerations before acquisitions, dispositions, refinancing, or ownership changes. Pre-transaction planning typically captures more value than post-transaction cleanup, particularly around entity structure, depreciation strategy, and timing.

We help clients identify when cost segregation may be worth exploring and coordinate with qualified specialists who perform the engineering-based study. We then integrate the results into your tax planning and reporting to capture the accelerated depreciation benefit defensibly.

Cost segregation is a study that splits a building's cost into shorter-lived parts, such as 5-, 7-, and 15-year property, instead of depreciating everything over 27.5 or 39 years. Bonus depreciation is the tax rule that lets you deduct those shorter-lived parts in the first year. The 2025 tax law restored 100% bonus depreciation for qualifying property acquired after January 19, 2025, so a cost segregation study now unlocks a much larger first-year deduction. The two work together rather than as alternatives.

A Section 1031 exchange lets you defer capital gains tax when you sell real property held for business or investment and buy like-kind real property. You must identify the replacement property within 45 days of the sale and close within 180 days, or by your tax return due date if that comes first. A qualified intermediary holds the sale proceeds. Any cash or debt relief you keep is taxable, and since 2018 only real property qualifies.

We support individual investors, partnerships, family offices, developers, and operators across residential, commercial, and mixed-use real estate. Our work spans single-property owners through multi-entity portfolio operators, with services tailored to each client's complexity and growth stage.