Our Services
Strategic tax planning and preparation built for real estate investors and businesses. Every service is designed to align strategy, execution, and compliance across current and future years.
Tax Planning
Our tax planning services are designed for individuals and businesses with real estate activity who need more than surface-level projections. We focus on forward-looking strategy, entity tax structure, depreciation and cost segregation planning, REPS qualification, short term rentals, timing strategies, and long-term optimization. Engagements are structured based on your needs, ranging from one-time planning to unlimited support, ensuring strategies are implemented correctly and remain defensible as your portfolio evolves.
Business Tax Preparation
We provide tax preparation for partnerships, S corporations, and C corporations with real estate activity across the U.S. Our work includes K-1 preparation, basis tracking, depreciation schedules, cost segregation coordination, and 1031 exchange reporting. Every return is prepared to reflect the underlying tax strategy in place, ensuring your 1065, 1120-S, or 1120 filings are accurate, consistent, and aligned with long-term planning goals.
Individual Tax Preparation
We prepare individual tax returns for real estate investors with complex income streams, multiple properties, and ongoing planning considerations. Our approach integrates rental activity, capital transactions, depreciation, passive activity rules, and prior-year planning strategies into a cohesive filing. The result is a return that is not only compliant, but clearly tied to the strategy you are executing year over year.
Supporting Services
Our supporting services support and complement our core planning, preparation, and compliance work. These offerings are designed to address specific needs as they arise, provide additional clarity, and ensure continuity across filings, documentation, and strategy execution. Services are available on an as-needed basis and are typically offered in coordination with an existing engagement.
Bookkeeping
We provide bookkeeping services for small to mid-sized businesses that require accuracy, consistency, and financial clarity. Our work goes beyond basic categorization to ensure your books are structured to support tax planning, reporting, and informed decision-making. By maintaining clean, well-documented financials throughout the year, we help ensure your records are prepared for tax filings, planning reviews, and ongoing compliance. This service is only available as an addition to a tax planning or preparation service.
Compliance Solutions
We provide comprehensive tax compliance services for businesses and individuals across the U.S., ensuring all federal and state filing obligations are met accurately and on time. Our approach emphasizes consistency, documentation, and alignment with your broader tax strategy, so compliance supports planning rather than working against it. Services include business and individual tax compliance at both the federal and state level, with careful attention to evolving requirements and reporting standards.
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