Who we help
Real Estate & Property
Depreciation, basis and participation status decide the after-tax return — long before the tenant pays rent.
01What makes this different
Where the money and the risk actually sit
Every sector has a handful of things that are easy to get wrong and expensive to correct later. These are the ones we look at first.
Passive loss limitations
Losses you cannot currently use are worth far less than losses you can. Grouping and participation status decide which you have.
Repair versus improvement
The same $12,000 of work can be a deduction this year or depreciated over 27.5. The distinction is technical and worth real money.
Basis tracking
Basis errors accumulate silently for a decade and then surface in the gain calculation on sale.
Exchange timing
Forty-five days to identify, one hundred and eighty to close. There is no extension and no sympathy.
Agent income volatility
Commission income arrives unevenly. Quarterly estimates and entity structure need to account for that.
02What we do about it
How we help
Work that is done on a schedule, by people you can reach, with the filings made before the deadline rather than after the notice.
- Per-property books and a portfolio-level consolidation
- Depreciation schedules maintained through improvements and dispositions
- Missed depreciation caught up through the proper accounting-method change
- 1031 exchange timelines tracked with your qualified intermediary
- Agent and broker estimated payments calculated as the year develops
03Services
What this usually involves
The services this sector asks for most. Nothing starts without a fixed fee agreed first.
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Real Estate & Rental Property Accounting
Per-property books, depreciation schedules that survive a sale, and returns prepared by people who read leases as well as ledgers.
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Bookkeeping & Catch-Up
We rebuild the periods in order, reconcile them properly, and then move you onto a monthly rhythm so it never happens again.
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Individual & Family Tax Preparation
Every return is checked by a second reviewer, filed electronically, and tracked until the IRS and the FTB confirm acceptance.
Who we help
Other industries
Let’s find out what you should actually be paying.
Thirty minutes with an Enrolled Agent, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.