Real Estate Investors
Tax Strategies for Real Estate Investors
FROM LONG-TERM AND SHORT-TERM RENTALS TO COMMERCIAL AND MULTIFAMILY PROPERTIES, WE HELP YOU MAXIMIZE DEDUCTIONS, APPLY ADVANCED TAX STRATEGIES, AND REINVEST WITH CLARITY.
Starting Strong
We help you build a solid foundation with tailored future-proofing tax strategy, tax-efficient acquisition strategies, and proactive tax planning that positions you for long-term success. We review your prior tax returns and mine for opportunities your prior CPA missed.
Scaling Your Portfolio
As you acquire more properties, the stakes (and the tax savings) grow. We guide you through advanced strategies like cost segregation, passive loss optimization, partial asset dispositions, grouping elections, 1031 exchanges, bonus depreciation, short-term rental strategy, and REPS. Our goal is to help you keep more capital working for you, so you can scale faster and smarter. ?
Navigating Complexity
With a larger portfolio comes more complexity and more advanced strategies tailored by our team. We streamline your reporting, monitor key tax elections, and advise on the nuanced strategies that keep your business running efficiently. Through strategic oversight, we help you stay focused on the bigger picture, maximizing growth while minimizing risk.
Preserving & Transitioning Wealth
When you’re thinking long-term like succession, exits, legacy, we align your tax strategy with your long-term goals, so your portfolio continues to serve you and future generations.
Who We Help
Landlords, STR investors (Airbnb), commercial and multifamily investors. It’s not about the size of your portfolio. It’s about the clarity of your vision and where you’re headed.
Property Structuring
Optimize ownership and entity setup to minimize taxes and protect your real estate investments effectively.
Our Services
- Real Estate Tax Advisory
- Real Estate Tax Preparation
- Bookkeeping, Outsourced CFO, and Controller
- Tax Resolution and Audit Defense
Case Study
Chris owned 12 rental properties generating $180K annual income but paying 35% effective tax rate with minimal deductions.
Our Strategy:
- Implemented cost segregation studies on 4 properties, accelerating $240K in depreciation
- Established real estate professional status for spouse to unlock passive loss deductions
- Restructured properties through LLC for liability protection and tax efficiency
- Utilized 1031 exchanges to defer $85K capital gains on property sales
- Maximized repairs vs. improvements classifications
Results: Reduced taxable income by $165K, saving $57, 750 annually in taxes. Used savings to acquire 2 additional properties, expanding portfolio while maintaining cash flow.
Maximize Your Real Estate Returns
We help investors from single rentals to multifamily and commercial properties and keep more of their earnings. With smart structuring, your portfolio works harder for you while minimizing taxes and risk.
Ready to Grow Your Portfolio
Stop leaving money on the table. Partner with our team to uncover missed deductions, streamline ownership structures, and implement advanced strategies that accelerate growth.
- Missing Deductions
- Past Mistakes
- Inefficient Entity Structures
- Unclear Tax Positions
- Lack of Proactive Planning
- Audit Risk & Exposure
- Underutilized Depreciation Strategies
- Inefficient Exit Planning