Accounting & Tax Services for Real Estate Investors & Professionals
Real estate offers some of the most powerful tax advantages of any investment class — but capturing those advantages requires careful planning, proper entity structures, and accurate financial records. Accounting Intelligence serves real estate investors, developers, property managers, REITs, and real estate professionals with specialized services that maximize after-tax returns and keep your portfolio on solid financial footing.
From depreciation schedules and cost segregation studies to 1031 exchange guidance and opportunity zone investing, our CPAs understand every dimension of real estate taxation. We help investors structure their portfolios to qualify for real estate professional status — a designation that can convert passive losses into fully deductible active losses, potentially saving tens of thousands annually. For developers, we manage construction period capitalization rules, subdivision accounting, and builder warranty reserve analysis.
Property management companies and landlords benefit from our deep knowledge of rental income taxation, passive activity rules, net investment income tax planning, and the tax implications of short-term vs. long-term rental strategies. We also prepare the complex partnership and LLC returns that multi-investor real estate ventures require, including Schedule K-1 packages for each partner.
Real Estate Services
- Rental property bookkeeping and financial reporting
- Depreciation scheduling and cost segregation studies
- 1031 like-kind exchange planning and compliance
- Real estate professional status analysis and planning
- Partnership and LLC tax return preparation (Form 1065)
- Real estate development accounting
- Property disposition and capital gain planning
Tax preparation and advanced tax planning are provided through Sanderson & Williams, PLLC.
