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Accounting that keeps up with your portfolio.
Agents, investors and landlords have income and deductions that generic preparers routinely mishandle, and the errors compound quietly across years.
Agents, investors and landlords have income and deductions that generic preparers routinely mishandle, and the errors compound quietly across years.
Real estate is one of the most favorably treated asset classes in the tax code, and almost all of that treatment depends on records kept correctly at the property level. Depreciation schedules, basis tracking and passive activity classification only help if someone maintained them properly from the start.
We track each property separately, keep the depreciation schedules current, and make sure the structure you hold them in still fits as the portfolio grows.
The work that generic bookkeeping leaves on the table.
"They turned a stressful filing season into a simple one. Professional, quick, and they found deductions I would have missed."
"Their handling of our franchise tax made a complicated process feel effortless. Grateful for the expertise."
"Accuracy, punctuality and a genuine client-first approach. I will absolutely be returning next year."
Both, and they are genuinely different engagements. An agent is a Schedule C business with commission income and a specific deduction profile. An investor is managing basis, depreciation and passive loss rules across properties. Several of our clients are both.
Yes. Each property gets tracked on its own so you can see which ones actually perform, with depreciation schedules maintained per property rather than lumped together.
We coordinate the accounting and reporting side and work alongside your qualified intermediary, who handles the exchange mechanics. The deadlines are strict and unforgiving, so bring us in before you close on the relinquished property, not after.
Free consultation. No pressure, just answers from a team that has seen your situation before.
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