Real estate accounting built for investors who know depreciation isn’t just a number.

Real estate investors and professionals operate with financial complexity that most general CPA firms underestimate. Depreciation schedules that affect cash flow and tax liability differently each year. 1031 exchanges with strict deadlines. Entity structures designed for asset protection across multiple properties.

If your CPA is treating your real estate like a side business attached to a simple return, you’re likely leaving money on the table every year.

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The real estate financial model.

Real estate investors and professionals operate across several distinct financial profiles, each with different tax and accounting requirements.

Rental property investors (SFR, multifamily, STR).

Rental income, operating expenses, depreciation, and mortgage interest. Net operating income (NOI) is the key metric. Short-term rental owners face additional complexity under passive activity rules.

Real estate agents and brokers.

Commission-based income, significant deductible business expenses, and often an S-Corp election opportunity at sufficient income levels. Financially closer to a professional services firm than an investor.

Commercial real estate investors.

More complex entity structures, tenant improvement accounting, CAM reconciliation, and longer depreciation timelines.

Real estate developers.

Project accounting, cost capitalization vs. expense treatment, and timing of income recognition at sale. Some of the most technically demanding accounting in the real estate space.

Tax planning for real estate.

The tax planning opportunities in real estate are significant, but they require a CPA who understands the rules.

Depreciation and cost segregation.

Residential rental property depreciates over 27.5 years; commercial over 39. Cost segregation studies reclassify components into shorter-life categories, accelerating depreciation and reducing current-year taxable income. The right time for this analysis is at acquisition.

1031 exchanges.

Deferring capital gains on a property sale by reinvesting in like-kind property requires precise compliance: a 45-day identification window and a 180-day closing window, both from the sale date. Missing either deadline eliminates the deferral. We track these proactively.

Passive activity loss rules.

Real estate losses are generally passive and can only offset passive income, with exceptions for real estate professionals who meet the material participation test. Where your activities fall determines whether losses are usable now or suspended.

Entity structuring for asset protection.

Holding properties in LLCs provides liability protection. Multiple properties across multiple LLCs, coordinated through a management entity, requires clean inter-entity accounting.

Industries

Professional Services Firms

Technology and SaaS

Law Firms and Attorneys

Real Estate Professionals

Digital Marketing Agencies

Consultants

The services that power every engagement.

Accounting.

Monthly bookkeeping, catch-up cleanup, and outsourced accounting. Clean books, every close.

Advisory.

Financial reporting, KPI tracking, and cost and managerial accounting. Numbers that drive decisions.

Tax.

Preparation, compliance, planning, and entity optimization. Year-round, not once a year.

Fractional CFO.

Strategic financial leadership for growth-stage decisions. Without the full-time hire.

Where we go deeper for real estate.

Tax planning with depreciation strategy.

Cost segregation coordination, 1031 exchange tracking, and annual depreciation position review. Tax planning is the reason most real estate investors hire a CPA.

Tax Planning

Entity optimization for portfolio structuring.

LLC structuring analysis, multi-entity coordination, and S-Corp election for agents and brokers.

Entity Optimization

Frequently asked questions.

We coordinate cost segregation analysis and integrate the results into your depreciation schedule and tax strategy. The right time for a cost segregation study is at acquisition, not years later.

Yes. Multi-entity portfolios with properties held in separate LLCs, coordinated through a management entity, require clean inter-entity accounting. We handle the structure, not just the individual returns.

From the date of sale: 45 days to identify replacement properties and 180 days to close on them. Both deadlines are strict. Missing either eliminates the tax deferral. We track these proactively as part of the planning engagement.

Yes. Short-term rental owners face additional complexity under passive activity rules, including material participation requirements and specific state and local tax obligations. We account for these in both the bookkeeping and tax planning.

Agents and brokers with commission-based income above a certain threshold may benefit from S-Corp election, similar to other professional services operators. We analyze your income and model the break-even including additional compliance costs before recommending the election.

Entity Optimization