Specialized Services

Real Estate Accounting & Tax Services

Helping property owners, investors, landlords, and real estate professionals maximize tax savings, improve cash flow, and make informed financial decisions.

Strategic guidance for real estate

From rental properties to commercial investments, we provide strategic accounting and tax guidance to support long term growth. Our team works with individual landlords, real estate investors, agents, brokers, and property management companies across the Bay Area and nationwide.

What we help with

  • Rental property bookkeeping and financial reporting
  • Federal and state tax preparation for real estate entities
  • Passive activity, at-risk, and depreciation planning
  • 1031 like-kind exchange guidance
  • Cost segregation coordination
  • Short term rental (Airbnb / VRBO) reporting
  • Entity structuring for property portfolios (LLC, S-Corp, partnership)
  • Real estate professional status planning
  • Cash flow analysis and financing readiness
  • Sale, refinance, and acquisition planning

Let us help you manage your accounting and tax needs

Contact our office to discuss your individual or business accounting, tax, payroll, or consulting requirements.