SERVICES OFFERED
SERVICE NAME: TAX PLANNING FOR REAL ESTATE INVESTORS
We go beyond basic tax preparation to develop proactive strategies that take full advantage of real estate–specific tax benefits, including depreciation, cost segregation, 1031 exchanges, passive activity loss rules, and real estate professional status (REPS). Whether you are flipping, holding rentals, or expanding into multifamily properties, our tailored approach ensures your investment decisions align with the most effective tax-saving opportunities available.
SERVICE NAME: BOOKKEEPING FOR REAL ESTATE INVESTORS
DESCRIPTION OF SERVICE : Accurate financial records are the foundation of profitable investing. Our real estate–focused bookkeeping services provide clarity, compliance, and confidence so you can focus on building your portfolio instead of managing spreadsheets.
We organize and track income, expenses, property management costs, capital improvements, and loan activity with precision—giving you investor-ready financials and real-time insights into your cash flow and profitability. With professional bookkeeping designed around the unique needs of real estate investors, you gain the accurate data you need to secure financing, reduce taxes, and make confident growth decisions.
