Unlock Financial Success with Numbers Made Simple

Real estate investors and property managers face a maze of financial complexities that can make or break portfolio profitability. Unlike traditional businesses, rental properties require specialized expertise in depreciation optimization, multi-entity tracking, security deposit compliance, and investor reporting—challenges that demand more than basic bookkeeping skills. Whether you're managing residential rentals, commercial properties, or mixed-use developments, accurate financial management directly impacts your tax liability, investor confidence, and long-term wealth building.

Our experienced real estate tax accountant team specializes exclusively in property investment accounting, delivering strategic tax planning, comprehensive bookkeeping, and compliance support for investors, landlords, developers, and property management companies. We help you capture every available deduction, maintain pristine property-level records, provide transparent investor reporting, and make data-driven decisions that maximize returns while minimizing administrative burdens and regulatory risks across your entire portfolio.​

 yearly savings in average client accounting cost

$30,000+

yearly savings in average client accounting cost

hours saved in a month for bookkeeping tasks

20+

hours saved in a month for bookkeeping tasks

 states served across USA

15+

states served across USA

Are You Dealing With Any of These?

Common Financial & Compliance Challenges Faced by Property Owners & Real Estate Investors

Multi-Property Tracking Chaos

Managing expenses across multiple properties while losing visibility into individual property performance, cash flow, and profitability.

Missed Depreciation Benefits

Missing tax savings from cost segregation, bonus depreciation, and improper asset classification.

Security Deposit Compliance Issues

Improper handling of tenant security deposits creating liability exposure and state compliance risks.

CAM Reconciliation Errors

Tenant disputes caused by inaccurate common area maintenance allocations and missed annual reconciliations.

Investor Reporting Delays

Delays in delivering financial statements, capital account summaries, and K-1 reports to investors.

Cash Flow Uncertainty

Lack of clear visibility into rent collection timing, operating expenses, and property-level cash flow.

See What We Can Do For You

Struggling with messy books or
delayed reports?

What We Offer

Our real estate tax accountant services combine property investment expertise with comprehensive financial management—delivering solutions tailored to the unique challenges of real estate portfolios.

We record and reconcile rental income, property operating expenses, and capital improvements—delivering property-specific Profit & Loss statements, Balance Sheets, and audit-ready financial records.
We reconcile property-level bank accounts, tenant payment processors, and security deposit accounts—preventing commingling issues and ensuring continuous accuracy.
We manage vendor payments for contractors, utilities, and maintenance providers—preventing duplicate payments while tracking expenses by property with real estate accounting expertise.
We prepare 1099 forms for contractors, W-2 statements for employees, and 1098 mortgage interest statements—ensuring full compliance with information reporting requirements.
We design property-specific charts of accounts including security deposit liabilities, capital improvement categories, and depreciation schedules—enabling accurate profitability analysis by property.
We finalize property accounts monthly, post depreciation entries, reconcile tenant ledgers, and deliver accurate financials that support informed acquisition and disposition decisions.
We build budgets and forecasts based on occupancy rates, rental trends, and operating costs—supporting acquisition analysis and data-driven portfolio expansion.
We deliver KPI dashboards tracking cap rates, cash-on-cash returns, NOI, occupancy percentages, and expense ratios—revealing actionable property performance insights.
We review property expenses to uncover utility savings, insurance optimization opportunities, and maintenance efficiencies—enhancing NOI without compromising asset quality.
We maximize tax savings through cost segregation studies, depreciation schedules, 1031 exchange planning, and passive loss tracking—minimizing liability with real estate tax expertise.
We prepare investor reporting packages, capital account schedules, distribution calculations, and K-1 forms—ensuring transparency and compliance with partnership agreements.
Our Fractional CFO services support real estate investors with cash flow forecasting, acquisition underwriting, portfolio optimization, and KPI-driven decision-making—without full-time CFO costs.
We provide acquisition due diligence including financial reviews, rent roll analysis, expense normalization, and pro forma modeling—supporting informed real estate investment decisions.
We optimize LLC, partnership, and syndication structures—maximizing pass-through tax benefits, self-employment tax savings, and efficient investor reporting.
We implement cost segregation studies, bonus depreciation, and accelerated depreciation schedules—maximizing current-year deductions and improving cash flow for rental properties.

Why Real Estate Businesses Benefit From Us

Our real estate–focused accounting services are designed to enhance portfolio performance, maximize tax efficiency, and provide clear financial visibility—without increasing administrative burden.

Deep understanding of depreciation optimization, CAM reconciliation, security deposit accounting, and investor reporting—delivered with experienced real estate tax preparer expertise.
Producing timely K-1 forms, capital account reports, and professional financial statements—maintaining strong investor relationships through transparency and accuracy.
Delivering detailed insights into individual property NOI, cash flow, cap rates, and return metrics—supporting informed refinancing and disposition decisions.
Capturing accelerated depreciation, cost segregation benefits, and passive loss utilization opportunities that generic accounting approaches often overlook.
 
Tracking rent collections, forecasting operating and capital expenditures, and providing real-time visibility to support distribution planning and acquisition decisions.
Ensuring proper security deposit accounting, CAM reconciliations, and audit-ready records—protecting against tenant disputes, investor issues, and regulatory exposure.

Why Choose Us

We specialize exclusively in real estate accounting and tax services—combining investment expertise, regulatory precision, and strategic guidance to help property owners and investors grow profitably and confidently.

Real Estate Investment Specialists

Exclusive focus on property accounting with deep expertise in depreciation, cost segregation, and investor reporting—delivered by your dedicated real estate tax accountant.

Property-Specific Tracking

Separate financial records for each property—enabling accurate performance analysis without commingling across your real estate portfolio.

Transparent, Fixed Pricing

Fixed monthly pricing based on property count with no surprise charges—allowing confident budgeting and predictable accounting costs.

Complete Financial Management

End-to-end bookkeeping, investor reporting, compliance, and tax planning—managed by your dedicated real estate tax consultant.

Strategic Investment Guidance

Advisory support for depreciation optimization, cost segregation, 1031 exchanges, and acquisition underwriting—strengthening long-term investment returns.

Multi-Entity Expertise

Managing LLCs, partnerships, and syndications with accurate capital tracking and consolidated reporting across complex ownership structures.

Time Savings & Efficiency

Eliminating hours spent on property bookkeeping and tenant reconciliations—freeing you to focus on portfolio growth.

Enhanced Property Returns

Identifying underperforming assets, expense reduction opportunities, and value-add strategies that improve NOI and property valuations.

Real-Time Portfolio Visibility

Instant access to property financials, vacancy trends, and performance metrics through customized real estate dashboards.

Complete Regulatory Protection

Systematic depreciation tracking, security deposit accounting, and audit-ready statements—protecting against regulatory examinations and disputes.

Scalable Growth Support

Our real estate tax services scale seamlessly as you acquire properties or add investors—without changing providers.
See What We Can Do For You

Supercharge Your Finances: Book Now for Expert Accounting Services & Personalized Consultation!

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Frequently Asked Questions

We establish property-specific accounts and tagging rules so every transaction is recorded correctly. This enables individual property Profit & Loss statements, accurate NOI calculations, and clear performance analysis without commingling across your portfolio.
We apply standard depreciation—27.5 years for residential and 39 years for commercial properties—while maximizing tax savings through cost segregation studies that accelerate depreciation on qualifying components. We also leverage bonus depreciation to significantly reduce current-year tax liability.
We maintain separate liability accounts for tenant security deposits, track individual tenant balances, and ensure proper state-mandated banking requirements are met. Our system documents receipts, deductions, and refunds—protecting against disputes and compliance issues.
Yes. We maintain detailed capital accounts for each partner, tracking contributions, distributions, and allocated income or losses. We prepare accurate Schedule K-1 forms and ensure timely delivery with proper reporting of rental income and depreciation.
Absolutely. We coordinate with qualified intermediaries, ensure proper documentation, identify replacement properties within required timelines, and track basis calculations—maximizing tax benefits while maintaining full IRS compliance throughout the exchange.
We provide property-specific Profit & Loss statements, cash flow analysis, cap rate calculations, cash-on-cash return metrics, expense ratio comparisons, and consolidated portfolio summaries—highlighting top performers and guiding strategic investment decisions.

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