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Tax preparation, tax resolution, and state & local filings are made easy through our cutting edge technology, structured process, and clear expectations.
Multiple levels of review ensure high-quality returns are filed without errors and missed opportunities.
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Take a deep dive into your tax situation with our top tax experts. We correct issues in the past and plan for today and the future. You'll receive a tax plan with actionable strategies and recommendations.
Stop guessing, start implementing, and save money.
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Outsource your accounting needs so that you can spend more time on growing your business. We'll build an accounting system and maintain it on an ongoing basis.
We help you make decisions with transparent financial reporting. Show your investors that you run a professional business.
Our employees collectively own 90+ properties and 300+ units. Not only are you getting a top-notch tax and accounting team, but you're also aligning yourself with a firm that builds strategies, technology, and best practices based on our own investing experiences.
We know how to serve you because we are you.
Running a business is stressful. Reduce stress and get your time back by outsourcing your tax and accounting needs. We'll save you money, keep Uncle Sam off your back, and provide usable financial reports.
We're the partner you need to scale.
Partner with a CPA firm that gets technology. We're a 100% virtual firm meaning we use a lot of technology, some of which includes: Slack, Zoom, Liscio, Google Drive, and custom tech we've built!
Our tech means effective communication and efficient service delivery.
As our business has grown, The Real Estate CPA's involvement has proved instrumental. Thanks to their specialization in real estate, they provide value well beyond "bookkeeping" as they understand the nuances of both the tax code and the real estate industry.
Their focus on planning enhances our sense of clarity with respect to our tax position, but also with respect to our business goals. We've been able to leverage their real estate investing experience to circumvent the inevitable roadblocks we encounter along our path to growth.
Another perk to the Firm's real estate-centered approach is the vast network to which you become a part when they join your team. The Firm's client base knows no geographical bounds, and they work with experts in every facet of the business.
The Real Estate CPA has been a tremendous asset to growing my real estate investing business. Both the money they have saved me and the value of the services and advice they provide far outweigh their fees. I always look forward to the days that I get to chat with the team about my business.
Our portfolio has grown quickly and we currently have 10 properties (15 doors). We knew we needed a good accounting team to set up everything correctly from the beginning.
We found that with The Real Estate CPA and are absolutely loving the team. We view them as business partners we can count on as our portfolio grows. From set-up to ongoing advice and financial management, they can do it all!
I have learned a lot of valuable information that will definitely help set me and my company up for success in the future. I am so excited to implement the strategies that I have learned over these sessions as they will save me thousands of dollars in taxes.
The value that I have received has far outweighed the cost of your services. Although the money saved is great, it was the people that really made the experience exceptional. Rebecca and Ben, it has been a pleasure to work with you. You have both been very kind, professional and accommodating. I look forward to working with you more in the future.
Having worked with some other larger CPA firms, and having some bad experiences therein, it was refreshing to find a firm like TRE CPA. Excellent - and practical - planning advice was provided in my onboarding sessions, with targeted questioning to ensure that the topics and agenda were in line with my needs. I feel that I received excellent value for the fees paid, which hasn't always been the case with other providers. The fact that the firm specializes in Real Estate investors is icing on the cake. Five stars!
The Real Estate CPA helped me save $37,818 on 2017 taxes by recommending and assisting with a cost segregation study.
With strategic multifamily rehab and the $2,500 de minimus safe harbor plus cost segregation, taxes on my real estate have been non-existent for a few years (and that includes offsetting large capital gains from the sale of property).
The Real Estate CPA is awesome! I could not imagine building my real estate business without them as a part of our team.
They understand the nuances with the tax law, tax strategy, business, and the real estate industry. As investors themselves, they have a unique and insightful perspective of both sides of the business. They continually encourage us to expand our vision, think bigger and to achieve more.
The thing I like most about working with the firm is their pride, passion and enthusiasm for their work. You always feel as if you are their most important client.
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