Accounting and tax for real estate investors, agents, and property owners
Real estate creates tax questions that compound over years. How an entity is structured, how basis and depreciation are tracked, and how gains are handled on a sale can change the tax on a property long after you've bought it. The bookkeeping also has to hold up across multiple entities without turning into a mess.
Where it gets complicated
- Records spread across several LLCs and properties, which get tangled without a deliberate structure.
- Depreciation and basis that have to be tracked consistently from purchase through sale, or the eventual gain is calculated on guesswork.
- Commission income with no withholding, which quietly builds an estimated-tax problem.
- Decisions like a 1031 exchange or a cost segregation study that only pay off if they're planned before the transaction.
How we help
- Entity-level bookkeeping with property-by-property detail, so each holding's performance is clear.
- Fixed asset and depreciation schedules maintained properly, so basis is right when you sell.
- Estimated payment planning for commission and rental income.
- Planning around entity structure and sales before they happen, not after the closing.
Services that usually apply here
Accounting
Full-cycle accounting and financial statements accurate enough to hand to a lender, partner, or board.
Tax Advisory Services
Decisions made during the year on entity structure, income timing, and owner compensation, so the return reflects planning rather than default.
Bookkeeping
Books categorized, reconciled, and closed every month, so your records reflect what actually happened and are ready before filing.
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