Tax Prep for Real Estate Investors
Proven tax prep for real estate Investors, Since 2006: compliant strategies that average $20k+ in annual tax savings
Keep more cash from every door.
Our real estate tax prep focuses on one outcome: maximize legal deductions so your rentals, flips, and short-term rentals keep more profit. We design entity structures, deploy cost segregation and bonus depreciation, optimize REPS (Real Estate Professional Status) or STR treatment, and plan 1031 exchanges, all inside a written plan tailored to your portfolio. If you’re searching for “real estate tax prep that actually lowers taxes,” this is it: proactive planning, quarterly projections, and year-round guidance to reduce current and future tax liability. With a collective experience exceeding 100 years, our seasoned team is adept at navigating the intricate landscape of taxation. Trust us to solve any tax problem with precision and integrity, leveraging our wealth of knowledge to provide optimal solutions without compromise. Your financial challenges become opportunities for us to showcase expertise, ensuring a thorough and ethical resolution without cutting corners.
Proof You Can Trust.
You want real estate tax prep that’s repeatable, audit-ready, and delivered by specialists. Since 2006, our CPAs/EAs have built a dedicated playbook for landlords, STR hosts, agents, and developers: prior-year review, written tax plan with base/bear/bull cases, and ongoing estimate management. We include clear documentation standards for REPS/STR material participation and provide IRS notice handling and audit protection on premium packages. When you choose us for real estate tax prep, you get a proven process—not guesswork.
Wins This Year, Not Someday.
Fast implementation is part of our real estate tax prep promise. Kickoff includes intake and entity check, quick-hit deductions (home office, startup costs, de minimis safe harbor), and—when viable—launching cost segregation right away. Within the first month you receive your written plan with elections and action steps that can impact this year’s return. Quarterly check-ins keep estimates accurate and capture deductions before year-end, so your real estate tax prep translates to real savings now.
Fast response times.
Great real estate tax prep should feel easy. Our concierge team chases 1098s, property manager statements, and cost-seg reports, and our smart organizer plus “commonly missed” checklist prevents last-minute surprises. A secure portal, unlimited email support, and optional bookkeeping keep your Schedule E spotless. With a 3-business-day response commitment and transparent pricing (20% to start, balance on delivery), we remove friction so you can focus on growing doors while we handle the real estate tax prep.
