We don’t prepare tax returns for just anyone.

We specialize in tax preparation for the Residential Rental Real Estate Investor. You need someone on your team that knows real estate tax and understands the tax advantages available to single-family rental owners as well as multi-family passive investors. You need a responsive professional that will answer your questions, emails, and phone calls . . . . and not just at tax time.

Getting started in real estate can be confusing and daunting. It doesn’t have to be.

Single-Family Investing

You bought your first rental house. Or maybe you just sold a rental. Is your depreciation setup correctly? Do you know what your tax basis is? What expenses can you deduct and what has to be capitalized? How is the gain on sale calculated? What if your LLC owns the properties? Can you qualify as a Real Estate Professional?

Multi-Family Investing

Passive investing is supposed to be pretty simple — but come tax time it can get complicated. How are you taxed on syndicated real estate as a passive partner? What affects your basis and how does basis affect your taxes? How can you deduct passive losses now? What fees can be deducted outside of the partnership? What happens when the property is sold?

Using Retirement Funds

You hear about tapping into retirement accounts to invest in real estate, but there are severe consequences for making certain mistakes. What are the pitfalls and how do you avoid them? Is there a downside to investing through a retirement account? What are the options in your particular scenario?