Real estate & landlord accounting

Supporting landlords, investors and developers with clear, expert advice across every part of real estate tax and accounting.

Our services

Our real estate services include:

Sales & 1031 exchanges

Gain calculations, depreciation recapture and like-kind exchange planning.

Capital gains advice

Real estate tax planning

Ownership structure, cost segregation, passive loss rules and portfolio strategy.

Landlord tax

Rental income tax returns

Schedule E reporting, depreciation schedules and quarterly estimates.

Tax returns

LLC & partnership accounting

Books and returns for real estate LLCs, partnerships and holding companies.

Property bookkeeping

Rent, repairs and property manager statements tracked by property.

Succession & estate planning

Plan how your portfolio will pass to the next generation.

Estate planning
Portfolio cash-on-cash7.4%
4 properties
Rental income$68,400
Deductible expenses$22,100