CPAs & Tax Advisors for Real Estate Investors
Trusted tax & accounting services for real estate investors
Help Real Estate Investors Achieve Maximum Tax Savings
Dealing with tax as a real estate investor could be complicated, time-consuming, and easy to make mistakes. Let our real estate tax specialists help you minimize your tax liability so that you can focus on maximizing your real estate investment gains!
Tax Planning for Real Estate Investors
Proactive tax strategies designed to legally minimize taxes and maximize after-tax returns on real estate investments.
Real Estate Tax Preparation
Comprehensive tax filing for real estate investors in the U.S. and abroad. ITIN application for non-tax residents.
Bookkeeping Services for RE Investors
Accurate, real-estate-specific bookkeeping that keeps your finances organized, compliant, and optimized for tax efficiency.
RE Entity Structure Optimization
Consultation and formation of the most tax-optimized entity structures for your real estate investment portfolio.
Tax Audit Defense
Our tax professionals represent you ensuring full compliance while protecting your interests throughout the audit process.
RE Investment Advisory & Execution
We provide guidance on acquiring and managing tax-efficient RE investment properties, maximizing investment returns while minimizing tax liabilities.
Who We Help
Real Estate Investors with High-Income Jobs
RE investors seeking to offset high income with real estate tax losses.
Short-Term Rental & Airbnb Hosts
Short-term rental owners leveraging the STR loophole for maximum active income offsets.
Real Estate Professional Investors
Professional RE investors seeking advanced tax-saving and bookkeeping services for their comprehensive real estate portfolios.
Foreign/ International Investors
Foreign investors with investment properties in the U.S.
Why Us
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Expertise in Both Tax & Real Estate
We have 30+ years of expertise in both tax and real estate businesses. We bring insights that traditional CPA firms simply don’t have.
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Free Tax Planning for Tax Filing Clients
We include tax planning at no extra cost for our tax filing clients, because better planning leads to better tax outcomes and smarter investment decisions.
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End-to-end Services
We offer end-to-end services that integrate tax, bookkeeping, property acquisition, and property management—supporting every stage of your real estate investment.
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Premium Service, Affordable Price
We deliver professional, responsive, and friendly services with an affordable price—without hidden fees or unnecessary complexity.
How it Works
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Request Your Free Initial Consultation
Talk with our top Real Estate Tax Specialist for free for us to understand your needs and answer your questions. This initial consultation is free.
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Choose The Engagement That Fits Your Needs
We offer various tax saving services from tax preparation to tax consulting to tax planning. You are fully flexible to choose the way you want to engage with us.
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Year-Round Support
Optimizing tax payment for real estate investment is an ongoing effort. We are available to you year-round for support as you go along your real estate investment journey.
Short-Term Rentals vs. Long-Term Rentals, Which One is for you?
This video from one of our webinars dives into the differences between short-term and long-term real estate investments. Discover how the tax code can impact your investment decisions and learn best practices for both types of rentals.
Short-Term Rentals vs. Long-Term Rentals
Essentials of short-term and long-term real estate investments
What is the Best for you?
Sharing Real-Life Best Practices
Q&A
What Our Clients Say
Schedule Your Free Initial Consultation
Enjoy maximum tax savings for your real estate investment with our real estate CPAs. Get started for free - talk to an expert today!
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Real estate is one of the most intricate areas of the tax code. Real estate taxation involves unique rules, loopholes,entity structuring, and timing strategies that most general accountants don’t have the expertise in or actively plan for. A Real Estate CPA knows the nuances and can go beyond filing returns by proactively guiding you through strategies to maximize the after-tax yields for your real estate investment.
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You may qualify if your short-term rental meets specific IRS criteria, including average rental periods and material participation requirements. When structured correctly, STRs can allow real estate losses to offset active income. We evaluate both property usage and your personal involvement to determine eligibility and optimize the structure.
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Yes—under the right conditions. Bonus depreciation can offset W-2 income if the losses are considered active, typically through Real Estate Professional Status or qualifying short-term rental activity. Proper planning, documentation, and execution are critical for this strategy to withstand IRS scrutiny.
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Often, yes. Cost segregation can be highly effective even for smaller portfolios when the property value, holding period, and tax bracket align. We analyze the cost-benefit case by case to ensure the tax savings outweigh the study and compliance costs.
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In most cases, no. Rental income is generally better suited for LLCs or partnerships due to depreciation and passive income rules. S-Corps can create tax inefficiencies and limit flexibility. Entity choice should be driven by your investment strategy, income mix, and long-term tax planning—not by generic rules.
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A 1031 Exchange allows investors to defer capital gains taxes while repositioning or scaling their portfolio. Used strategically, it preserves capital, accelerates portfolio growth, and compounds returns over time. The key is planning early—before the property is listed for sale.
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When real estate activity becomes a meaningful part of your time and income strategy. Real Estate Professional Status can unlock powerful tax benefits, but it requires strict time tracking, participation standards, and long-term planning. We help clients assess readiness and structure their activities to qualify compliantly.
