Real Estate Accounting & Tax

Offering a robust line of productsto meet your personal and business needs

Real estate tax planning

A real estate agent who is handing keys to a house over to a couple

We offer creative tax planning strategies that save you thousands in taxes. If you are involved in the real estate world, you likely have heard of cost segregation studies, 1031 exchanges, and real estate professional status.

We are here to help analyze your unique situation and provide the best strategy or combination of strategies to save you money. Contact us today for your free exploratory session.

Click the link below to download our free eBook for real estate investors.

Real estate consulting

We offer assistance through the various stages of real estate deals. We’ll help you through the due diligence phase of analyzing a deal for cash flow and profitability along with analysis of key metrics. We assist with deal structure to help you choose the right entities and review your partnership agreements to optimize tax savings. 

You can also expect…

  • Bookkeeping assistance
  • Coaching you in accounting
  • Guidance in keeping your business entities in compliance
  • Transaction analysis
  • Tax planning meetings
  • Access to a network of professionals