Quality Tax Preparation for Real Estate Investors

Our team of real estate CPAs will reduce your tax burden and produce accurate and timely tax returns

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Compliance mistakes are expensive to fix

Our tax team is made up of real estate CPAs who are technical experts in real estate professional status, short-term rentals, passive activity losses, cost segregation, bonus depreciation, qualified improvement property, qualified opportunity zones, partial asset dispositions, partnerships, S-Corporations, and C-Corporations.

Working with our team ensures you fully use tax strategies available to you and are well-protected from an IRS audit.


Services for Individuals, SMBs, Syndicates, and Funds

Our various tax teams specialize in different client groups.

Whether you are a high-income earner investing in real estate, a small business owner, or a GP in a syndicate or fund, we have specialized tax teams that work with clients similar to you and can meet your needs.


Our tax preparation process:


Doc Intake + Prep

We use a modern portal system to automatically request documents and send you reminders of specific forms that are missing. We begin preparation once all documents have been uploaded.


Multi-Step QC Review

After the return is prepared, our senior CPAs put your return through multiple quality check steps to ensure an accurate filing. We will reach out to you with clarifying questions as needed.


Video Walkthrough

All returns include a video walkthrough by a senior CPA at our firm. The video walkthrough preemptively answers your questions and explains the positions we've taken. Once you review and approve, we file the return.

We prepare taxes in every state

Real estate CPAs with nation-wide expertise

You need more than annual tax preparation

Explore our advisory services below:

Tax Strategy Services

Accounting Services

Fractional CFO Services

Year-round planning to reduce, or eliminate, your taxes

Our specialized tax advisors help real estate investors across the U.S. save on taxes and improve the financial performance of their portfolios. You will have a dedicated advisor who will learn about you unique situation and goals and craft a custom strategic plan to reduce or eliminate taxes.

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Monthly bookkeeping services help keep you organized

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 and clean financials always result in more effective tax planning.

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Install a fractional CFO onto your leadership team

Our fractional CFO services enable you to get C-Suite level financial planning and strategy for a fraction of the cost. Our team of CPAs sitting in CFO roles serve a small number of clients, meaning you will feel prioritized, and constantly advice on tax, accounting, operations, and capital needs.

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We have a proven track record


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.