Real Estate Tax Preparation

For Established Real Estate Investors and Business Owners

Get the most favorable tax treatment possible: our team of experts delivers timely, accurate tax prep services.

Don’t leave your tax returns to just any CPA!

Here's why...

Real estate tax preparation is complex.

Over 80% of the tax returns we review contain errors or missed opportunities.

This can cost real estate investors thousands in taxes over the years.

Many tax preparers aren’t experts on real estate tax codes.

When it comes time to file your returns, our team of expert real estate tax preparers won’t make critical mistakes that cost you money.

Each tax return we prepare goes through three levels of review to ensure everything is filed accurately and you're not missing deductions or opportunities to reduce your tax liability.

Work with a real estate CPA

We focus on delivering the best outcome for every clients. Our team becomes trusted advisors and partners, steering you in the right direction and offering the highest quality tax preparation services. 

Doing your taxes for your real estate investments

Tax Advisory Plans

Our specialized tax advisors help real estate investors across the U.S. save on taxes and improve the financial performance of their portfolios. Buy into this service through our annual Advisory Plans, and get a dedicated advisor, starting at $3,750/year

We offer tax preparation services to our advisory clients, starting at $1,500/year.

Learn More About Advisory Services

real estate tax advisor - 2021
Three Quick Easy Fixes With Real Estate Taxes

Tax Preparation

For large real estate investors & businesses without active advisory or bookkeeping engagements, we offer tax preparation services starting at $5,000/year.

Get Started

Outsourced Accounting

Free up time to grow your portfolio, rather than getting bogged down in the repetitive tasks of bookkeeping. Our outsourced bookkeeping services take it all off your plate.

We offer tax preparation services to our bookkeeping clients starting at $1,500/year.

Learn More Outsourced Accounting Client

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Here's the process:

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Kick-Off Call

Meet your tax manager and discuss the tax preparation process, including expectations for the engagement and what information and documents we will need to prepare your return.

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Tax Preparation

Our team will prepare your tax return and review it for accuracy, finding every opportunity for tax savings. 

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Delivery & Filing

After we prepare and review your return, we will send it to you for your review before filing it on your behalf.

Tax preparation for every form

Individuals (Form 1040)

Partnerships (Form 1065)

S-Corps (Form 1120-S)

Trusts (Form 1041)

State Tax Returns Across all 50 States

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Reduced by:

$130,000+

Tax Liability

Dropped to:

5.56%

Effective Tax rate

Reduced by:

$124,000+

Tax Liability

“With our guidance he acquired two short-term rentals and he was able to reduce his federal tax liability...”

“Before engaging our firm for tax planning, Joe, a successful Dentist had federal tax liability of $174,000 and an effective tax rate of 24.4%. Through our advisory service we identified that Joe could significantly reduce his tax bills by strategically acquiring short-term rental properties. With our guidance he acquired two short-term rentals and was able to reduce his federal tax liability to only $43,000 and effective rate to only 5.56% the following year. Joe plans to continue using this strategy to minimize his tax liability each year.”

Joe - Short-Term Rental Investor

“Larry acquired a luxury short-term rental property and was abe to reduce his tax liability by over $124,000.”

“Larry, a successful sales representive earned several million dollars in the year he engaged our firm for tax planning. With our guidance, Larry acquired a luxury short-term rental property and was able to reduce his tax liability by over $124,000. ”

Larry - Short-Term Rental Investor

Meet the Real Estate Tax Preparation Experts

Billy Withers, MST

Billy Withers, MST Partner

Troy Silfies, CPA

Troy Silfies, CPA Tax Manager

Katie Ripp, CPA

Katie Ripp, CPA Senior Tax Associate

Michelle Foster, CPA

Michelle Foster, CPA Senior Tax Associate

FAQs

We can prepare federal and state tax returns of virtually every type. Most common returns include:

  • Individual returns: Form 1040
  • Partnership returns: Form 1065
  • S-Corp returns: Form 1120
  • State returns across all 50 states.

We work with real estate investors and small business owners of virtually all types. This includes single-family, multifamily, and commercial investors of all sizes. We’ve worked with clients with just a handful of properties to clients with dozens to hundreds of properties.

We also work with wholesalers, flippers, agents, brokers, syndicates, funds, and other real estate businesses.

Generally no. However, we do believe good tax planning is the foundation to minimizing taxes and have a few different ways we can help you get a tax plan in place. You can learn more about your tax planning options here.

At The Real Estate CPA, we truly believe that every real estate investor should have a Tax Plan in place. It's the actions you take throughout the year, sometimes years in advance, that will impact the results of your tax return. 

That is why we strongly encourage real estate investors to go through one of our tax planning services prior to onboarding for tax preparation services. 

For clients who have an active advisory engagement or outsourced bookkeeping engagement, our tax preparation minimum is $1,500.

Tax preparation minimum is $5,000 for clients without an active advisory or accounting engagement.

Real estate tax is often more complex than other businesses, and many generalist CPAs will rush through the preparation and filing process which often leads to errors that can cost you money. 

What’s more, most generalist CPAs aren’t even aware of the opportunities available to you and thus miss them, also costing you money. But it gets worse, not only will they miss opportunities, but sometimes they make mistakes that will cost you, even more, to correct down the road. 

At The Real Estate CPA, we pride ourselves on the ability to prepare your return accurately while at the same time ensuring that you're not missing out on opportunities for substantial tax savings.

If you want your return filed for the lowest cost possible and risk missing out on opportunities for tax savings, or worse having to pay more to have it fixed later, you’ll have to go work with the other guys. That’s just not us. 

We currently extend all of our first-year clients for quality control purposes to ensure we are preparing your return accurately, and that you're not missing out on major opportunities for tax savings during our first year working together. 

In addition, this prevents you from having to rush to get all the information and documentation to us before the filing deadline.

After working with 800+ clients over the last five years, we found this process leads to a better experience and results for our clients.

Then the following year we can generally file your returns on time assuming we have all the information and documentation to us before the requested deadline.

Yes, with the exception of our administration staff, all members of the firm are required to take at least 40 hours of continuing education (CPE) per year.

In addition to CPE, we have professional research software and subscriptions that provide updates on changes to the tax code.

We understand we may not be the lowest priced option around.
 
However, unlike most CPAs who simply prepare and file tax returns and never give any advice on how to improve your tax situation, we will be providing you with advice on how you can best take advantage of
the tax code to minimize your tax bills and have the peace of mind that you’re not missing out on major tax-saving opportunities.
 
Additionally, most CPAs are generalists and aren’t even aware of all the opportunities, and in some cases, we’ve found they may actually be costing you money - making them not so cheap after all!

The Real Estate CPA is currently a 100% virtual organization with members across the United States.  

When transferring data to and from potential clients we use Google Suite, and for clients, we use CCH Axcess. 

Both platforms meet SOC 2 compliance, a framework designed by the AICPA to safeguard the storage and transfer of customer data in the cloud.

SOC 2 reports are issued by independent third-party auditors covering the principles of Security, Availability, Confidentiality, and Privacy.

 

 

We generally recommend using one of two methods:

  1. The IRS safe harbor method of paying in 110% of last year's tax liability, through W-2 withholding and estimated tax payments. This will not be 100% accurate but will reduce potential exposure to penalties and interest.
  2. We can create a tax estimate at an hourly rate.

You can engage our firm at any time, however, we may not be able to file on time depending on when you engage us. 

Yes, all new clients meet with one of our Tax Managers for a Kick-Off Call to discuss the tax preparation process, expectations, and what information and documentation you'll need to prepare your returns.

We are always taking on new clients. Our recruiting efforts allow us to grow our team of expert real estate tax preparers to support our clients with unparalleled tax preparation services. 

To get started please visit our Become a Client webpage. If you fit the description of clients we work with, please fill out a webform and provide as many details about your tax and financial situation as possible.

Yes, we do. We offer accounting system setup (QBO) and on-going monthly full-cycle accounting for real estate investors and small businesses.
 
At the moment the service is generally only available to our tax-planning clients, large investment portfolios, syndicates, and funds. Feel free to ask your Advisor about these services.

To get started please visit our Become a Client webpage. If you fit the description of clients we work with, please fill out a webform and provide as many details about your tax and financial situation as possible.

★★★★★

After working with multiple CPAs, we didn't think we'd ever find the right one. However, working with The Real Estate CPA was easy, quick, and efficient. They answered all our questions till we understood, this is exactly the kind of relationship we were looking to build with our CPA so that we can grow our tax knowledge.

Dominic and Jessica Franco - Business Owners