Real Estate Investor Tax Services
From a single rental to a multi-property portfolio, real-estate taxation turns on the details: how properties are classified, how depreciation is handled, and how gains are reported. A licensed CPA prepares the returns and coordinates the planning that fits your actual activity.
Built for Real Estate Investors
Rental owners
Single-property and multi-property owners who want accurate, well-supported returns.
Short-term rental hosts
Owners whose properties may be classified differently from long-term rentals.
Multi-state investors
Investors with rental activity across more than one state.
Foreign investors
Non-U.S. owners of U.S. real estate with FIRPTA and reporting needs.
Services for Investors
Rental returns
Rental-property tax returns, multi-property reporting, and estimated taxes.
Classification and activity
Short-term rental tax classification, passive-activity considerations, and real-estate professional analysis based on your facts.
Depreciation
Depreciation, improvement-versus-repair classification, bonus-depreciation considerations, and cost-segregation coordination and tax implementation.
Structure and states
Entity and state filings and multi-state rental activity.
Transactions
1031 exchange tax coordination, and sale and gain reporting.
Foreign investors
FIRPTA coordination and reporting for non-U.S. owners.
Strategy That Fits Your Facts
Real-estate tax planning only works when it matches your situation. Not every short-term rental produces nonpassive losses, and cost segregation or bonus depreciation is not appropriate for every property or every investor. Where cost segregation makes sense, we coordinate the study and handle the tax implementation; we do not perform the engineering component ourselves. We walk through what actually applies to you before recommending it.
Pricing
Real-estate engagements vary with the number of properties, states, and the transactions involved, so they are quoted as a flat fee confirmed in writing after a review of your situation. See the Fees page for how flat-fee pricing works.
Real Estate Tax Questions, Answered
Are my rental losses deductible this year?
Should I do a cost-segregation study?
How are short-term rentals taxed differently?
Can you handle a 1031 exchange?
Discuss Your Real Estate Tax Needs
Tell us about your properties, states, and any planned sales or exchanges. We will confirm whether it fits our services and the appropriate next step.