Property-Level Bookkeeping
Your books should reflect the true performance of each property or unit. We structure your accounting system to track:
- Rental income and late payments
- Mortgage interest, insurance, and taxes
- Repairs vs. capital improvements
- Owner contributions, draws, and equity balances
No more commingled accounts or guesswork—just clean, audit-ready books that scale with your portfolio.
Real Estate-Specific Chart of Accounts
We customize your chart of accounts to reflect:
- Deductible operating expenses
- Long-term capital assets
- Improvements vs. repairs (for accurate depreciation)
- Portfolio-wide vs. property-specific costs
This ensures clear financial reporting and optimized tax treatment.
Depreciation & Fixed Asset Tracking
Depreciation is a core part of real estate investing—but many investors get it wrong.
We handle:
- MACRS depreciation
- Section 179 deductions
- Bonus depreciation on eligible improvements
- Cost segregation study guidance for larger investments
Let us ensure you’re not leaving depreciation benefits on the table.
1099 Preparation & Vendor Compliance
We manage your 1099 filing for property managers, contractors, and vendors—so your records are IRS-compliant and stress-free at year-end.
CPA-Led Tax Planning for Investors
Real estate tax planning is never one-size-fits-all. We help you:
- Classify passive vs. active income
- Minimize capital gains through timing and strategy
- Leverage 1031 like-kind exchanges
- Qualify for Real Estate Professional Status (REPS)
- Optimize depreciation schedules across properties
Whether you own one property or a large portfolio, we ensure your strategy evolves with your investments.