Tax and Accounting Services for the Real Estate Industry

If your business is the fast-paced world of real estate, you already know you’re in an industry with complex transactions and reporting requirements. You also know how competitive it is and that economic downturns, however unpredictable, may cause your business to be less profitable than you imagined. The good news is that we are here to help you navigate the financial challenges you face in building a profitable real estate business.

How we help you:

Whether you’re a residential builder, a commercial land developer, a property manager, or a real estate investor, as experienced real estate accounting professionals we provide a customized approach to each and every client with the goal of improving profitability, managing cash flow better, and improving operational efficiency – everything your business needs to stay ahead of the competition.

Real estate tax law is complicated, but our knowledge of current real estate tax law enables us to work with your company in developing innovative tax planning strategies that minimize your tax liability. We’ll also help you evaluate potential land and property acquisitions and dispositions and assist you in understanding the implications of various methods of financing should you need it.

What we do for you:

We provide business consulting and outsourced CFO services such as cash flow and budgeting analysis, payroll and bookkeeping services, sales and use tax exemptions and credits, tax compliance and tax planning, and financial statement audits and review.

Specialized Real Estate Accounting Services:

In addition to our business consulting and outsourced CFO services, we are also available to assist you with the following specialized real estate accounting services:

  • Dispositions of real estate
  • Section 1031 Exchange assistance
  • Due diligence for proposed real estate transactions
  • Real estate investment trust consulting
  • Bank Financing
  • Tax credits – energy, solar, enterprise zones, and low-income and affordable housing
  • Business and real estate valuations
  • Succession planning
  • Capital acquisition and disposal

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Tool Kit


Minimum Cost $1,200.00

Ideal for small businesses and freelancers looking to maintain their financial records.

  • Quarterly transaction recording
  • Bank and credit card reconciliation
  • Quarterly financial statement generation (Balance Sheet & Income Statement)
  • Expense categorization and tracking
  • Access to cloud-based bookkeeping software

Minimum Cost $1,350.00

Designed for businesses requiring comprehensive accounting solutions, including tax preparations and annual reviews.

  • All features of the Bookkeeping package
  • Annual tax preparation and filing
  • Tax planning and advice
  • Year-end financial statements, including Statement of Cash Flows
  • Depreciation and amortization schedules
  • Asset and liability tracking

Outsourced CFO
Minimum Cost $2,600.00

Tailored for growing businesses and enterprises in need of strategic financial planning, forecasting, and detailed financial insights.

  • All features of the Bookkeeping and Accounting packages
  • Financial strategy development and planning
  • Cash flow forecasting and management
  • Budgeting and financial modeling
  • Business performance analysis
  • Financial risk assessment
  • Regular financial meetings and consultations
  • Custom financial reports tailored to business needs

Real Estate Investment Analysis
Minimum Cost $1,000.00

Comprehensive tool for assessing property potential, enabling investors to make informed decisions with confidence.

  • Financial Forecasts: Understand expected returns and evaluate property potential with ROI, cap rate, and cash flow projections.
    Risk Assessment: Get a clear picture of potential challenges and ensure your investments align with your risk tolerance.

Stand Alone Tax Plan
Minimum Cost $1,500.00

Strategically organizes your finances to minimize tax liability while ensuring compliance with the law. Through informed decisions and timely actions, it optimizes savings and maximizes returns on investments

  • Tax Reduction Strategies: Identifying ways to legally reduce tax liability, such as utilizing tax credits, deductions, and exemptions.
  • Income Structuring: Advice on how to best structure income and assets for tax efficiency.
  • Retirement Planning: Recommendations on tax-advantaged retirement accounts and strategies.

Tax Prep


Minimum Cost $1,300.00

  • Corporation Tax return


Minimum Cost $1,300.00

  • S-Corporation Tax return


Minimum Cost $1,300.00

  • Partnership Tax Return


Minimum Cost $600.00

  • Individual tax return with schedule C or E

Leave the accounting to us.

Our specialized knowledge of the real estate industry has helped many real estate professionals thrive, and we’re ready to help you too. If you’d like to learn more about our real estate accounting services, don’t hesitate to call or fill out the contact form below. It’s that easy!

Contact Us